401k Plan data: BALLES AND PEYER, INC. PROFIT SHARING PLAN plan

BALLES AND PEYER, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BALLES AND PEYER, INC. PROFIT SHARING PLAN
Plan identification number	001

BALLES AND PEYER, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.

401k Sponsoring company profile

BALLES AND PEYER, INC. has sponsored the creation of one or more 401k plans.

Company Name: BALLES AND PEYER, INC.

Employer identification number (EIN): 475058403

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALLES AND PEYER, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-07-01 JOSEPH PEYER JOSEPH PEYER 2019-02-19
001 2016-07-01 JOE PEYER 2018-12-11
001 2015-09-15 JOE PEYER JOE PEYER 2016-12-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-07-01	JOSEPH PEYER	JOSEPH PEYER	2019-02-19
001	2016-07-01		JOE PEYER	2018-12-11
001	2015-09-15	JOE PEYER	JOE PEYER	2016-12-21

Plan Statistics for BALLES AND PEYER, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BALLES AND PEYER, INC. PROFIT SHARING PLAN

Measure Date Value
2017: BALLES AND PEYER, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 0
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 0
Number of participants with account balances 2017-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: BALLES AND PEYER, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 8
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 8
Number of participants with account balances 2016-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: BALLES AND PEYER, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-15 2
Total number of active participants reported on line 7a of the Form 5500 2015-09-15 2
Number of retired or separated participants receiving benefits 2015-09-15 0
Number of other retired or separated participants entitled to future benefits 2015-09-15 0
Total of all active and inactive participants 2015-09-15 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-15 0
Total participants 2015-09-15 2
Number of participants with account balances 2015-09-15 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-15 0

Measure	Date	Value
2017: BALLES AND PEYER, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	0
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	0
Number of participants with account balances	2017-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: BALLES AND PEYER, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	8
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	8
Number of participants with account balances	2016-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: BALLES AND PEYER, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-15	2
Total number of active participants reported on line 7a of the Form 5500	2015-09-15	2
Number of retired or separated participants receiving benefits	2015-09-15	0
Number of other retired or separated participants entitled to future benefits	2015-09-15	0
Total of all active and inactive participants	2015-09-15	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-15	0
Total participants	2015-09-15	2
Number of participants with account balances	2015-09-15	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-15	0

Financial Data on BALLES AND PEYER, INC. PROFIT SHARING PLAN

Measure	Date	Value
2018 : BALLES AND PEYER, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$-370,679
Expenses. Total of all expenses incurred	2018-06-30	$437
Total plan assets at end of year	2018-06-30	$0
Total plan assets at beginning of year	2018-06-30	$371,116
Value of fidelity bond covering the plan	2018-06-30	$40,000
Total contributions received or receivable from participants	2018-06-30	$0
Expenses. Other expenses not covered elsewhere	2018-06-30	$437
Contributions received from other sources (not participants or employers)	2018-06-30	$0
Other income received	2018-06-30	$-370,679
Net income (gross income less expenses)	2018-06-30	$-371,116
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$371,116
Assets. Value of employer securities	2018-06-30	$0
Total contributions received or receivable from employer(s)	2018-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$0
2017 : BALLES AND PEYER, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$487
Expenses. Total of all expenses incurred	2017-06-30	$50
Total plan assets at end of year	2017-06-30	$371,116
Total plan assets at beginning of year	2017-06-30	$370,679
Value of fidelity bond covering the plan	2017-06-30	$40,000
Total contributions received or receivable from participants	2017-06-30	$0
Expenses. Other expenses not covered elsewhere	2017-06-30	$50
Contributions received from other sources (not participants or employers)	2017-06-30	$487
Net income (gross income less expenses)	2017-06-30	$437
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$371,116
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$370,679
Assets. Value of employer securities	2017-06-30	$370,679
Total contributions received or receivable from employer(s)	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$0
2016 : BALLES AND PEYER, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$370,799
Expenses. Total of all expenses incurred	2016-06-30	$120
Total plan assets at end of year	2016-06-30	$370,679
Total plan assets at beginning of year	2016-06-30	$0
Value of fidelity bond covering the plan	2016-06-30	$40,000
Total contributions received or receivable from participants	2016-06-30	$0
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$370,799
Net income (gross income less expenses)	2016-06-30	$370,679
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$370,679
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$0
Assets. Value of employer securities	2016-06-30	$370,679
Total contributions received or receivable from employer(s)	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$120

Form 5500 Responses for BALLES AND PEYER, INC. PROFIT SHARING PLAN

2017: BALLES AND PEYER, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	Yes
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BALLES AND PEYER, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BALLES AND PEYER, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-15	Type of plan entity	Single employer plan
2015-09-15	First time form 5500 has been submitted	Yes
2015-09-15	Submission has been amended	No
2015-09-15	This submission is the final filing	No
2015-09-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-09-15	Plan is a collectively bargained plan	No
2015-09-15	Plan funding arrangement – Trust	Yes
2015-09-15	Plan benefit arrangement - Trust	Yes

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Company Name:	BALLES AND PEYER, INC.
Employer identification number (EIN):	475058403
NAIC Classification:	339900