BULLOCH & BULLOCH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BULLOCH & BULLOCH, INC. 401(K) P/S PLAN
401k plan membership statisitcs for BULLOCH & BULLOCH, INC. 401(K) P/S PLAN
Measure | Date | Value |
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2014: BULLOCH & BULLOCH, INC. 401(K) P/S PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 98 |
Number of participants with account balances | 2014-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BULLOCH & BULLOCH, INC. 401(K) P/S PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
Total of all active and inactive participants | 2013-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 112 |
Number of participants with account balances | 2013-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BULLOCH & BULLOCH, INC. 401(K) P/S PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 18 |
Total of all active and inactive participants | 2012-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 109 |
Number of participants with account balances | 2012-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
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2014 : BULLOCH & BULLOCH, INC. 401(K) P/S PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $122,315 |
Expenses. Total of all expenses incurred | 2014-12-31 | $139,774 |
Benefits paid (including direct rollovers) | 2014-12-31 | $137,972 |
Total plan assets at end of year | 2014-12-31 | $658,683 |
Total plan assets at beginning of year | 2014-12-31 | $676,142 |
Value of fidelity bond covering the plan | 2014-12-31 | $60,000 |
Total contributions received or receivable from participants | 2014-12-31 | $62,130 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $20 |
Other income received | 2014-12-31 | $30,165 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-17,459 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $658,683 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $676,142 |
Assets. Value of participant loans | 2014-12-31 | $17,788 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $30,000 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,802 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : BULLOCH & BULLOCH, INC. 401(K) P/S PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $208,253 |
Expenses. Total of all expenses incurred | 2013-12-31 | $404,892 |
Benefits paid (including direct rollovers) | 2013-12-31 | $403,068 |
Total plan assets at end of year | 2013-12-31 | $676,142 |
Total plan assets at beginning of year | 2013-12-31 | $872,781 |
Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
Total contributions received or receivable from participants | 2013-12-31 | $77,116 |
Other income received | 2013-12-31 | $131,137 |
Net income (gross income less expenses) | 2013-12-31 | $-196,639 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $676,142 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $872,781 |
Assets. Value of participant loans | 2013-12-31 | $25,045 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,824 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : BULLOCH & BULLOCH, INC. 401(K) P/S PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $172,422 |
Expenses. Total of all expenses incurred | 2012-12-31 | $12,585 |
Benefits paid (including direct rollovers) | 2012-12-31 | $11,125 |
Total plan assets at end of year | 2012-12-31 | $872,781 |
Total plan assets at beginning of year | 2012-12-31 | $712,944 |
Value of fidelity bond covering the plan | 2012-12-31 | $60,000 |
Total contributions received or receivable from participants | 2012-12-31 | $75,409 |
Other income received | 2012-12-31 | $97,013 |
Net income (gross income less expenses) | 2012-12-31 | $159,837 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $872,781 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $712,944 |
Assets. Value of participant loans | 2012-12-31 | $43,587 |
Value of corrective distributions | 2012-12-31 | $609 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $851 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2014: BULLOCH & BULLOCH, INC. 401(K) P/S PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BULLOCH & BULLOCH, INC. 401(K) P/S PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BULLOCH & BULLOCH, INC. 401(K) P/S PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |