BARTLETT ACTUARIAL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARTLETT ACTUARIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2017 : BARTLETT ACTUARIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $194,568 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $18,835 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $17,198 |
| Total plan assets at end of year | 2017-12-31 | $483,250 |
| Total plan assets at beginning of year | 2017-12-31 | $307,517 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $100,511 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $63,995 |
| Net income (gross income less expenses) | 2017-12-31 | $175,733 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $483,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $307,517 |
| Assets. Value of participant loans | 2017-12-31 | $10,255 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $30,062 |
| Value of corrective distributions | 2017-12-31 | $1,172 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $465 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BARTLETT ACTUARIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $236,429 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $12,300 |
| Total plan assets at end of year | 2016-12-31 | $307,517 |
| Total plan assets at beginning of year | 2016-12-31 | $83,388 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $86,091 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $95,864 |
| Other income received | 2016-12-31 | $20,921 |
| Net income (gross income less expenses) | 2016-12-31 | $224,129 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $307,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $83,388 |
| Assets. Value of participant loans | 2016-12-31 | $9,678 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $33,553 |
| Value of corrective distributions | 2016-12-31 | $12,115 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $185 |
| 2015 : BARTLETT ACTUARIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $83,388 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $83,388 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $59,635 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-1,321 |
| Net income (gross income less expenses) | 2015-12-31 | $83,388 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $83,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $25,074 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2017: BARTLETT ACTUARIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BARTLETT ACTUARIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BARTLETT ACTUARIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
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