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PETER BELL PLLC QUALIFIED TERMINATION PLAN 401k Plan overview

Plan NamePETER BELL PLLC QUALIFIED TERMINATION PLAN
Plan identification number 504

PETER BELL PLLC QUALIFIED TERMINATION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Severance pay

401k Sponsoring company profile

PETER BELL, PLLC has sponsored the creation of one or more 401k plans.

Company Name:PETER BELL, PLLC
Employer identification number (EIN):464342401
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER BELL PLLC QUALIFIED TERMINATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01
5042021-01-01
5042020-01-01
5042019-01-01
5042018-01-01
5042017-01-01PETER BELL CPA PETER BELL CPA2018-07-02
5042016-01-01PETER BELL CPA PETER BELL CPA2017-07-14
5042015-01-01PETER BELL CPA PETER BELL CPA2016-07-28
5042014-01-01PETER BELL CPA PETER BELL CPA2015-07-21

Plan Statistics for PETER BELL PLLC QUALIFIED TERMINATION PLAN

401k plan membership statisitcs for PETER BELL PLLC QUALIFIED TERMINATION PLAN

Measure Date Value
2022: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Total of all active and inactive participants2022-01-0113
2021: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-0113
Total of all active and inactive participants2021-01-0113
2020: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0113
2019: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0112
2018: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Total of all active and inactive participants2018-01-0113
2017: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Total of all active and inactive participants2017-01-0113
2016: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Total of all active and inactive participants2016-01-0114
2015: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Total of all active and inactive participants2015-01-0111
2014: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Total of all active and inactive participants2014-01-0112

Financial Data on PETER BELL PLLC QUALIFIED TERMINATION PLAN

Measure Date Value
2022 : PETER BELL PLLC QUALIFIED TERMINATION PLAN 2022 401k financial data
Total income from all sources2022-12-31$2,345
Expenses. Total of all expenses incurred2022-12-31$2,345
Benefits paid (including direct rollovers)2022-12-31$2,345
Total plan assets at end of year2022-12-31$1,017
Total plan assets at beginning of year2022-12-31$1,017
Net income (gross income less expenses)2022-12-31$0
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,017
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,017
Total contributions received or receivable from employer(s)2022-12-31$2,345
2021 : PETER BELL PLLC QUALIFIED TERMINATION PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,345
Expenses. Total of all expenses incurred2021-12-31$2,345
Benefits paid (including direct rollovers)2021-12-31$2,345
Total plan assets at end of year2021-12-31$1,017
Total plan assets at beginning of year2021-12-31$1,017
Net income (gross income less expenses)2021-12-31$0
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,017
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,017
Total contributions received or receivable from employer(s)2021-12-31$2,345
2020 : PETER BELL PLLC QUALIFIED TERMINATION PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,345
Expenses. Total of all expenses incurred2020-12-31$2,345
Benefits paid (including direct rollovers)2020-12-31$2,345
Total plan assets at end of year2020-12-31$1,017
Total plan assets at beginning of year2020-12-31$1,017
Net income (gross income less expenses)2020-12-31$0
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,017
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,017
Total contributions received or receivable from employer(s)2020-12-31$2,345
2019 : PETER BELL PLLC QUALIFIED TERMINATION PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,346
Expenses. Total of all expenses incurred2019-12-31$2,345
Benefits paid (including direct rollovers)2019-12-31$2,345
Total plan assets at end of year2019-12-31$1,017
Total plan assets at beginning of year2019-12-31$1,016
Other income received2019-12-31$1
Net income (gross income less expenses)2019-12-31$1
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,017
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,016
Total contributions received or receivable from employer(s)2019-12-31$2,345
2018 : PETER BELL PLLC QUALIFIED TERMINATION PLAN 2018 401k financial data
Total income from all sources2018-12-31$2,645
Expenses. Total of all expenses incurred2018-12-31$2,345
Benefits paid (including direct rollovers)2018-12-31$2,345
Total plan assets at end of year2018-12-31$1,016
Total plan assets at beginning of year2018-12-31$716
Net income (gross income less expenses)2018-12-31$300
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,016
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$716
Total contributions received or receivable from employer(s)2018-12-31$2,645
2017 : PETER BELL PLLC QUALIFIED TERMINATION PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,345
Expenses. Total of all expenses incurred2017-12-31$2,345
Benefits paid (including direct rollovers)2017-12-31$2,345
Total plan assets at end of year2017-12-31$716
Total plan assets at beginning of year2017-12-31$716
Net income (gross income less expenses)2017-12-31$0
Net plan assets at end of year (total assets less liabilities)2017-12-31$716
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$716
Total contributions received or receivable from employer(s)2017-12-31$2,345
2016 : PETER BELL PLLC QUALIFIED TERMINATION PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,796
Expenses. Total of all expenses incurred2016-12-31$2,390
Benefits paid (including direct rollovers)2016-12-31$2,345
Total plan assets at end of year2016-12-31$716
Total plan assets at beginning of year2016-12-31$310
Expenses. Other expenses not covered elsewhere2016-12-31$45
Net income (gross income less expenses)2016-12-31$406
Net plan assets at end of year (total assets less liabilities)2016-12-31$716
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$310
Total contributions received or receivable from employer(s)2016-12-31$2,796
2015 : PETER BELL PLLC QUALIFIED TERMINATION PLAN 2015 401k financial data
Total income from all sources2015-12-31$2,345
Expenses. Total of all expenses incurred2015-12-31$2,345
Benefits paid (including direct rollovers)2015-12-31$2,345
Total plan assets at end of year2015-12-31$310
Total plan assets at beginning of year2015-12-31$310
Net income (gross income less expenses)2015-12-31$0
Net plan assets at end of year (total assets less liabilities)2015-12-31$310
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$310
Total contributions received or receivable from employer(s)2015-12-31$2,345
2014 : PETER BELL PLLC QUALIFIED TERMINATION PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,445
Expenses. Total of all expenses incurred2014-12-31$2,385
Benefits paid (including direct rollovers)2014-12-31$2,345
Total plan assets at end of year2014-12-31$310
Total plan assets at beginning of year2014-12-31$250
Net income (gross income less expenses)2014-12-31$60
Net plan assets at end of year (total assets less liabilities)2014-12-31$310
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$250
Total contributions received or receivable from employer(s)2014-12-31$2,445
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$40

Form 5500 Responses for PETER BELL PLLC QUALIFIED TERMINATION PLAN

2022: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETER BELL PLLC QUALIFIED TERMINATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberME7010530
Policy instance 1
Insurance contract or identification numberME7010530
Number of Individuals Covered1
Insurance policy start date2022-11-08
Insurance policy end date2023-11-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits provided10 OR MORE EMPLOYER PLAN SEC 419AF6
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberME7010530
Policy instance 1
Insurance contract or identification numberME7010530
Number of Individuals Covered1
Insurance policy start date2021-11-08
Insurance policy end date2022-11-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits provided10 OR MORE EMPLOYER PLAN SEC 419AF6
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberME7010530
Policy instance 1
Insurance contract or identification numberME7010530
Number of Individuals Covered1
Insurance policy start date2020-11-08
Insurance policy end date2021-11-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits provided10 OR MORE EMPLOYER PLAN SEC 419AF6
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberME7010530
Policy instance 1
Insurance contract or identification numberME7010530
Number of Individuals Covered1
Insurance policy start date2019-11-08
Insurance policy end date2020-11-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits provided10 OR MORE EMPLOYER PLAN SEC 419AF6
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberME7010530
Policy instance 1
Insurance contract or identification numberME7010530
Insurance policy start date2017-11-08
Insurance policy end date2018-11-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits provided10 OR MORE EMPLOYER PLAN SEC 419AF6
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameROBERT HEALY

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