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BODE GROUP INC. RETIREMENT PLAN 401k Plan overview

Plan NameBODE GROUP INC. RETIREMENT PLAN
Plan identification number 001

BODE GROUP INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BODE GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:BODE GROUP INC.
Employer identification number (EIN):471560992
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BODE GROUP INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-04-01
0012023-04-01BRIAN W. MACKAY
0012022-04-01
0012022-04-01BRIAN W. MACKAY
0012021-04-01
0012021-04-01BRIAN W. MACKAY
0012020-04-01
0012020-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01BRIAN W. MACKAY
0012016-04-01BRIAN W. MACKAY
0012015-04-01BRIAN W. MACKAY
0012014-08-11BRIAN W. MACKAY

Financial Data on BODE GROUP INC. RETIREMENT PLAN

Measure Date Value
2024 : BODE GROUP INC. RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-03-31$-21,221
Expenses. Total of all expenses incurred2024-03-31$0
Total plan assets at end of year2024-03-31$171,853
Total plan assets at beginning of year2024-03-31$193,074
Value of fidelity bond covering the plan2024-03-31$500,000
Other income received2024-03-31$-21,221
Net income (gross income less expenses)2024-03-31$-21,221
Net plan assets at end of year (total assets less liabilities)2024-03-31$171,853
Net plan assets at beginning of year (total assets less liabilities)2024-03-31$193,074
Assets. Value of employer securities2024-03-31$169,414
2023 : BODE GROUP INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-03-31$24,733
Expenses. Total of all expenses incurred2023-03-31$0
Total plan assets at end of year2023-03-31$193,074
Total plan assets at beginning of year2023-03-31$168,341
Value of fidelity bond covering the plan2023-03-31$500,000
Other income received2023-03-31$23,946
Net income (gross income less expenses)2023-03-31$24,733
Net plan assets at end of year (total assets less liabilities)2023-03-31$193,074
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$168,341
Assets. Value of employer securities2023-03-31$190,790
Total contributions received or receivable from employer(s)2023-03-31$787
2022 : BODE GROUP INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-03-31$85,824
Expenses. Total of all expenses incurred2022-03-31$0
Total plan assets at end of year2022-03-31$168,341
Total plan assets at beginning of year2022-03-31$82,517
Value of fidelity bond covering the plan2022-03-31$500,000
Other income received2022-03-31$85,174
Net income (gross income less expenses)2022-03-31$85,824
Net plan assets at end of year (total assets less liabilities)2022-03-31$168,341
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$82,517
Assets. Value of employer securities2022-03-31$166,941
Total contributions received or receivable from employer(s)2022-03-31$650
2021 : BODE GROUP INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-03-31$-4,130
Expenses. Total of all expenses incurred2021-03-31$0
Total plan assets at end of year2021-03-31$118,634
Total plan assets at beginning of year2021-03-31$122,764
Value of fidelity bond covering the plan2021-03-31$19,000
Other income received2021-03-31$-4,880
Net income (gross income less expenses)2021-03-31$-4,130
Net plan assets at end of year (total assets less liabilities)2021-03-31$118,634
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$122,764
Assets. Value of employer securities2021-03-31$117,134
Total contributions received or receivable from employer(s)2021-03-31$750
2020 : BODE GROUP INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-03-31$-290
Expenses. Total of all expenses incurred2020-03-31$0
Total plan assets at end of year2020-03-31$122,764
Total plan assets at beginning of year2020-03-31$123,054
Value of fidelity bond covering the plan2020-03-31$19,000
Other income received2020-03-31$-1,040
Net income (gross income less expenses)2020-03-31$-290
Net plan assets at end of year (total assets less liabilities)2020-03-31$122,764
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$123,054
Assets. Value of employer securities2020-03-31$122,014
Total contributions received or receivable from employer(s)2020-03-31$750
2019 : BODE GROUP INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-03-31$-14,252
Expenses. Total of all expenses incurred2019-03-31$0
Total plan assets at end of year2019-03-31$123,054
Total plan assets at beginning of year2019-03-31$137,306
Value of fidelity bond covering the plan2019-03-31$19,000
Other income received2019-03-31$-14,252
Net income (gross income less expenses)2019-03-31$-14,252
Net plan assets at end of year (total assets less liabilities)2019-03-31$123,054
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$137,306
Assets. Value of employer securities2019-03-31$123,054
2018 : BODE GROUP INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-03-31$3,433
Expenses. Total of all expenses incurred2018-03-31$0
Benefits paid (including direct rollovers)2018-03-31$0
Total plan assets at end of year2018-03-31$137,306
Total plan assets at beginning of year2018-03-31$133,873
Value of fidelity bond covering the plan2018-03-31$19,000
Total contributions received or receivable from participants2018-03-31$0
Contributions received from other sources (not participants or employers)2018-03-31$0
Other income received2018-03-31$3,433
Net income (gross income less expenses)2018-03-31$3,433
Net plan assets at end of year (total assets less liabilities)2018-03-31$137,306
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$133,873
Assets. Value of employer securities2018-03-31$137,306
Total contributions received or receivable from employer(s)2018-03-31$0
Value of certain deemed distributions of participant loans2018-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$0
2017 : BODE GROUP INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-03-31$-3,979
Expenses. Total of all expenses incurred2017-03-31$0
Benefits paid (including direct rollovers)2017-03-31$0
Total plan assets at end of year2017-03-31$133,873
Total plan assets at beginning of year2017-03-31$137,852
Total contributions received or receivable from participants2017-03-31$0
Contributions received from other sources (not participants or employers)2017-03-31$14,988
Other income received2017-03-31$-18,967
Net income (gross income less expenses)2017-03-31$-3,979
Net plan assets at end of year (total assets less liabilities)2017-03-31$133,873
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$137,852
Assets. Value of employer securities2017-03-31$133,873
Total contributions received or receivable from employer(s)2017-03-31$0
Value of certain deemed distributions of participant loans2017-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$0
2016 : BODE GROUP INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-03-31$32,852
Expenses. Total of all expenses incurred2016-03-31$0
Benefits paid (including direct rollovers)2016-03-31$0
Total plan assets at end of year2016-03-31$137,852
Total plan assets at beginning of year2016-03-31$105,000
Total contributions received or receivable from participants2016-03-31$0
Contributions received from other sources (not participants or employers)2016-03-31$0
Other income received2016-03-31$32,852
Net income (gross income less expenses)2016-03-31$32,852
Net plan assets at end of year (total assets less liabilities)2016-03-31$137,852
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$105,000
Assets. Value of employer securities2016-03-31$137,852
Total contributions received or receivable from employer(s)2016-03-31$0
Value of certain deemed distributions of participant loans2016-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$0
2015 : BODE GROUP INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-03-31$105,000
Total plan assets at end of year2015-03-31$105,000
Contributions received from other sources (not participants or employers)2015-03-31$104,454
Other income received2015-03-31$546
Net income (gross income less expenses)2015-03-31$105,000
Net plan assets at end of year (total assets less liabilities)2015-03-31$105,000
Assets. Value of employer securities2015-03-31$105,000

Form 5500 Responses for BODE GROUP INC. RETIREMENT PLAN

2023: BODE GROUP INC. RETIREMENT PLAN 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Submission has been amendedNo
2023-04-01This submission is the final filingNo
2023-04-01This return/report is a short plan year return/report (less than 12 months)No
2023-04-01Plan is a collectively bargained planNo
2023-04-01Plan funding arrangement – TrustYes
2023-04-01Plan benefit arrangement - TrustYes
2022: BODE GROUP INC. RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: BODE GROUP INC. RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BODE GROUP INC. RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BODE GROUP INC. RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BODE GROUP INC. RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BODE GROUP INC. RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BODE GROUP INC. RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BODE GROUP INC. RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BODE GROUP INC. RETIREMENT PLAN 2014 form 5500 responses
2014-08-11Type of plan entitySingle employer plan
2014-08-11First time form 5500 has been submittedYes
2014-08-11This return/report is a short plan year return/report (less than 12 months)Yes
2014-08-11Plan funding arrangement – TrustYes
2014-08-11Plan benefit arrangement - TrustYes

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