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BOLEY CENTERS 401(K) PLAN 401k Plan overview

Plan NameBOLEY CENTERS 401(K) PLAN
Plan identification number 001

BOLEY CENTERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BOLEY CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOLEY CENTERS, INC.
Employer identification number (EIN):591290089
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about BOLEY CENTERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1970-07-01
Company Identification Number: 718784
Legal Registered Office Address: 445 31ST STREET NORTH

SAINT PETERSBURG

33713

More information about BOLEY CENTERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOLEY CENTERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01NANCY RECVLOHE
0012017-01-01NANCY J. RECVLOHE GARY MACMATH2018-09-20
0012016-01-01NANCY J. RECVLOHE
0012015-01-01NANCY J. RECVLOHE
0012014-01-01NANCY J. RECVLOHE
0012014-01-01NANCY J. RECVLOHE
0012013-07-01NANCY RECVLOHE
0012012-07-01NANCY RECVLOHE
0012011-07-01NANCY RECVLOHE
0012010-07-01NANCY RECVLOHE
0012009-01-01NANCY RECVLOHE

Plan Statistics for BOLEY CENTERS 401(K) PLAN

401k plan membership statisitcs for BOLEY CENTERS 401(K) PLAN

Measure Date Value
2021: BOLEY CENTERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01207
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01199
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: BOLEY CENTERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01197
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01205
Number of participants with account balances2020-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: BOLEY CENTERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01188
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01193
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: BOLEY CENTERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01187
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01187
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: BOLEY CENTERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01184
Number of participants with account balances2017-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BOLEY CENTERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01176
Number of participants with account balances2016-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: BOLEY CENTERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01157
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: BOLEY CENTERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01197
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01195
Number of participants with account balances2014-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: BOLEY CENTERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01212
Total number of active participants reported on line 7a of the Form 55002013-07-01169
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0128
Total of all active and inactive participants2013-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01197
Number of participants with account balances2013-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0154
2012: BOLEY CENTERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01230
Total number of active participants reported on line 7a of the Form 55002012-07-01169
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0142
Total of all active and inactive participants2012-07-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01212
Number of participants with account balances2012-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: BOLEY CENTERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01234
Total number of active participants reported on line 7a of the Form 55002011-07-01190
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0140
Total of all active and inactive participants2011-07-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01230
Number of participants with account balances2011-07-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0121
2010: BOLEY CENTERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01246
Total number of active participants reported on line 7a of the Form 55002010-07-01190
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0143
Total of all active and inactive participants2010-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01235
Number of participants with account balances2010-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0113
2009: BOLEY CENTERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01330
Total number of active participants reported on line 7a of the Form 55002009-01-01239
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01267
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0158

Financial Data on BOLEY CENTERS 401(K) PLAN

Measure Date Value
2021 : BOLEY CENTERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,342,766
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$239,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$215,601
Value of total corrective distributions2021-12-31$1,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$409,549
Value of total assets at end of year2021-12-31$8,229,848
Value of total assets at beginning of year2021-12-31$7,118,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,348
Total interest from all sources2021-12-31$7,565
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$208,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$208,872
Administrative expenses professional fees incurred2021-12-31$2,993
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$270,935
Participant contributions at end of year2021-12-31$134,203
Participant contributions at beginning of year2021-12-31$165,832
Participant contributions at end of year2021-12-31$5,336
Participant contributions at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$8,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,103,728
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,221,809
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,118,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,913,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,590,117
Interest on participant loans2021-12-31$7,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,166,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,361,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,361,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$716,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$138,614
Employer contributions (assets) at end of year2021-12-31$10,675
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$215,601
Contract administrator fees2021-12-31$19,355
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2021-12-31591978917
2020 : BOLEY CENTERS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,149,782
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$559,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$508,850
Value of total corrective distributions2020-12-31$27,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$462,855
Value of total assets at end of year2020-12-31$7,118,081
Value of total assets at beginning of year2020-12-31$6,528,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,743
Total interest from all sources2020-12-31$10,339
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$133,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$133,433
Administrative expenses professional fees incurred2020-12-31$3,253
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$283,070
Participant contributions at end of year2020-12-31$165,832
Participant contributions at beginning of year2020-12-31$94,801
Total non interest bearing cash at end of year2020-12-31$504
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$589,870
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,118,081
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,528,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,590,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,143,288
Interest on participant loans2020-12-31$7,714
Interest earned on other investments2020-12-31$2,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,361,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$290,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$290,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$543,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$179,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$508,850
Contract administrator fees2020-12-31$20,490
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRIDA GUIDA & PEREZ PA
Accountancy firm EIN2020-12-31591978917
2019 : BOLEY CENTERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$390
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,407,032
Total income from all sources (including contributions)2019-12-31$1,407,032
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$214,868
Total of all expenses incurred2019-12-31$214,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$194,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$194,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$399,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$399,134
Value of total assets at end of year2019-12-31$6,529,501
Value of total assets at end of year2019-12-31$6,529,501
Value of total assets at beginning of year2019-12-31$5,336,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,757
Total interest from all sources2019-12-31$5,184
Total interest from all sources2019-12-31$5,184
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,495
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$166,495
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$166,495
Administrative expenses professional fees incurred2019-12-31$3,181
Administrative expenses professional fees incurred2019-12-31$3,181
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$263,460
Contributions received from participants2019-12-31$263,460
Participant contributions at end of year2019-12-31$94,801
Participant contributions at end of year2019-12-31$94,801
Participant contributions at beginning of year2019-12-31$134,028
Participant contributions at beginning of year2019-12-31$134,028
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,136
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$1,214
Total non interest bearing cash at end of year2019-12-31$1,214
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,192,164
Value of net income/loss2019-12-31$1,192,164
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,529,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,529,111
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,336,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,143,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,143,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,500,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,500,966
Interest on participant loans2019-12-31$5,184
Interest on participant loans2019-12-31$5,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$290,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$290,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$701,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$701,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$701,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$701,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$836,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$836,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$124,538
Contributions received in cash from employer2019-12-31$124,538
Employer contributions (assets) at end of year2019-12-31$240
Employer contributions (assets) at end of year2019-12-31$240
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$194,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$194,111
Contract administrator fees2019-12-31$17,576
Contract administrator fees2019-12-31$17,576
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREGORY SHARER STUART PA
Accountancy firm name2019-12-31GREGORY SHARER STUART PA
Accountancy firm EIN2019-12-31591850025
Accountancy firm EIN2019-12-31591850025
2018 : BOLEY CENTERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$342,404
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$762,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$741,129
Value of total corrective distributions2018-12-31$279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$523,819
Value of total assets at end of year2018-12-31$5,336,947
Value of total assets at beginning of year2018-12-31$5,756,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,752
Total interest from all sources2018-12-31$8,101
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$156,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$156,458
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$297,214
Participant contributions at end of year2018-12-31$134,028
Participant contributions at beginning of year2018-12-31$153,134
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$103,921
Other income not declared elsewhere2018-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-419,756
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,336,947
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,756,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,500,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,283,041
Interest on participant loans2018-12-31$7,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$701,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$320,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$320,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-346,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$122,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$741,129
Contract administrator fees2018-12-31$20,752
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GREGORY SHARER STUART PA
Accountancy firm EIN2018-12-31591850025
2017 : BOLEY CENTERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,095,661
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$492,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$464,993
Expenses. Certain deemed distributions of participant loans2017-12-31$7,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$413,545
Value of total assets at end of year2017-12-31$5,756,703
Value of total assets at beginning of year2017-12-31$5,153,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,439
Total interest from all sources2017-12-31$9,952
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$115,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$115,239
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$278,883
Participant contributions at end of year2017-12-31$153,134
Participant contributions at beginning of year2017-12-31$167,021
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,293
Other income not declared elsewhere2017-12-31$495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$602,724
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,756,703
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,153,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,283,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,634,050
Interest on participant loans2017-12-31$7,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$320,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$352,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$352,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$556,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$119,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$464,993
Contract administrator fees2017-12-31$19,439
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GREGORY SHARER STUART PA
Accountancy firm EIN2017-12-31591850025
2016 : BOLEY CENTERS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$710,715
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$370,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$345,745
Value of total corrective distributions2016-12-31$65
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$372,398
Value of total assets at end of year2016-12-31$5,153,979
Value of total assets at beginning of year2016-12-31$4,813,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,562
Total interest from all sources2016-12-31$8,235
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$100,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$100,645
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$260,276
Participant contributions at end of year2016-12-31$167,021
Participant contributions at beginning of year2016-12-31$159,393
Other income not declared elsewhere2016-12-31$444
Administrative expenses (other) incurred2016-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$340,343
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,153,979
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,813,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,634,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,377,826
Interest on participant loans2016-12-31$7,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$352,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$276,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$276,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$228,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$112,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$345,745
Contract administrator fees2016-12-31$24,512
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GREGORY SHARER STUART PA
Accountancy firm EIN2016-12-31591850025
2015 : BOLEY CENTERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$430,743
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$543,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$518,064
Value of total corrective distributions2015-12-31$2,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$420,984
Value of total assets at end of year2015-12-31$4,813,636
Value of total assets at beginning of year2015-12-31$4,926,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,539
Total interest from all sources2015-12-31$6,781
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$125,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$125,639
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$303,544
Participant contributions at end of year2015-12-31$159,393
Participant contributions at beginning of year2015-12-31$144,337
Other income not declared elsewhere2015-12-31$1,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-113,240
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,813,636
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,926,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,377,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,313,933
Interest on participant loans2015-12-31$6,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$276,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$468,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$468,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-124,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$117,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$518,064
Contract administrator fees2015-12-31$23,539
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GREGORY SHARER STUART PA
Accountancy firm EIN2015-12-31591850025
2014 : BOLEY CENTERS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$839,489
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$389,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$366,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$511,255
Value of total assets at end of year2014-12-31$4,926,876
Value of total assets at beginning of year2014-12-31$4,477,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,635
Total interest from all sources2014-12-31$-16,438
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$131,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$131,883
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$340,849
Participant contributions at end of year2014-12-31$144,337
Participant contributions at beginning of year2014-12-31$181,089
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,770
Other income not declared elsewhere2014-12-31$1,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$449,564
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,926,876
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,477,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,313,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,003,714
Interest on participant loans2014-12-31$-17,160
Interest earned on other investments2014-12-31$63
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$468,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$292,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$292,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,303,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$211,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$151,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$366,290
Contract administrator fees2014-12-31$23,635
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GREGORY SHARER STUART PA
Accountancy firm EIN2014-12-31591850025
2013 : BOLEY CENTERS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$446,297
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$377,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$376,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$193,810
Value of total assets at end of year2013-12-31$4,458,994
Value of total assets at beginning of year2013-12-31$4,389,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$764
Total interest from all sources2013-12-31$15,246
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$128,436
Participant contributions at end of year2013-12-31$160,329
Participant contributions at beginning of year2013-12-31$167,872
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,241
Administrative expenses (other) incurred2013-12-31$764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$69,112
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,458,994
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,389,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,994,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,770,231
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$2,263
Interest earned on other investments2013-12-31$12,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,303,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,451,779
Net investment gain/loss from pooled separate accounts2013-12-31$237,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$64,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$376,421
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$706,518
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$742,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$742,410
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$470,724
Value of total assets at end of year2013-06-30$4,389,882
Value of total assets at beginning of year2013-06-30$4,426,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$577
Total interest from all sources2013-06-30$39,532
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$298,673
Participant contributions at end of year2013-06-30$167,872
Participant contributions at beginning of year2013-06-30$157,803
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$27,648
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-36,469
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,389,882
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,426,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,770,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,390,654
Interest on participant loans2013-06-30$3,425
Interest earned on other investments2013-06-30$36,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,451,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,877,894
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$196,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$144,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$742,410
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GREGORY SHARER STUART PA
Accountancy firm EIN2013-06-30591850025
2012 : BOLEY CENTERS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$788,185
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$337,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$314,280
Expenses. Certain deemed distributions of participant loans2012-06-30$21,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$776,628
Value of total assets at end of year2012-06-30$4,426,351
Value of total assets at beginning of year2012-06-30$3,975,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$933
Total interest from all sources2012-06-30$53,073
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$397,532
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$315,890
Participant contributions at end of year2012-06-30$157,803
Participant contributions at beginning of year2012-06-30$159,043
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$71,500
Administrative expenses (other) incurred2012-06-30$933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$451,026
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,426,351
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,975,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,390,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,661,217
Interest on participant loans2012-06-30$1,513
Interest earned on other investments2012-06-30$51,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,877,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,155,065
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-41,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$389,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$314,280
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30GREGORY SHARER STUART PA
Accountancy firm EIN2012-06-30591850025
2011 : BOLEY CENTERS 401(K) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-06-30$164
Total income from all sources (including contributions)2011-06-30$749,439
Total of all expenses incurred2011-06-30$216,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$214,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$372,873
Value of total assets at end of year2011-06-30$3,975,325
Value of total assets at beginning of year2011-06-30$3,442,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,276
Total interest from all sources2011-06-30$51,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$378,797
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$159,043
Participant contributions at beginning of year2011-06-30$163,333
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$27,201
Administrative expenses (other) incurred2011-06-30$2,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$533,034
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,975,325
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,442,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,661,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,165,740
Interest earned on other investments2011-06-30$51,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,155,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,113,218
Net investment gain/loss from pooled separate accounts2011-06-30$325,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$345,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$214,129
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30GREGORY SHARER STUART PA
Accountancy firm EIN2011-06-30591850025
2008 : BOLEY CENTERS 401(K) PLAN 2008 401k financial data
Total income from all sources (including contributions)2008-12-31$-146,792
Total of all expenses incurred2008-12-31$129,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$128,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$115,640
Value of total assets at end of year2008-12-31$675,161
Value of total assets at beginning of year2008-12-31$951,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$984
Total interest from all sources2008-12-31$5,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$115,640
Participant contributions at end of year2008-12-31$21,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-276,204
Value of net assets at end of year (total assets less liabilities)2008-12-31$675,161
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$951,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in pooled separate accounts at end of year2008-12-31$477,413
Value of interest in pooled separate accounts at beginning of year2008-12-31$774,402
Interest earned on other investments2008-12-31$5,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$176,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$176,963
Net investment gain/loss from pooled separate accounts2008-12-31$-267,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$128,428
Contract administrator fees2008-12-31$984
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31GREGORY, SHARER & STUART, PA
Accountancy firm EIN2008-12-31591850025
2007 : BOLEY CENTERS 401(K) PLAN 2007 401k financial data
Total transfer of assets to this plan2007-12-31$2,204
Total income from all sources (including contributions)2007-12-31$143,527
Total of all expenses incurred2007-12-31$25,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$24,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$96,928
Value of total assets at end of year2007-12-31$951,364
Value of total assets at beginning of year2007-12-31$831,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$1,075
Total interest from all sources2007-12-31$6,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$96,928
Participant contributions at end of year2007-12-31$41,496
Participant contributions at beginning of year2007-12-31$37,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$117,902
Value of net assets at end of year (total assets less liabilities)2007-12-31$951,364
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$831,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in pooled separate accounts at end of year2007-12-31$774,403
Value of interest in pooled separate accounts at beginning of year2007-12-31$620,156
Interest earned on other investments2007-12-31$6,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$135,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$173,762
Net investment gain/loss from pooled separate accounts2007-12-31$39,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$24,550
Contract administrator fees2007-12-31$1,075
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31No

Form 5500 Responses for BOLEY CENTERS 401(K) PLAN

2021: BOLEY CENTERS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOLEY CENTERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOLEY CENTERS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOLEY CENTERS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOLEY CENTERS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOLEY CENTERS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOLEY CENTERS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOLEY CENTERS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOLEY CENTERS 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: BOLEY CENTERS 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: BOLEY CENTERS 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: BOLEY CENTERS 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: BOLEY CENTERS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008398G
Policy instance 1
Insurance contract or identification number008398G
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-01-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008398G
Policy instance 1
Insurance contract or identification number008398G
Number of Individuals Covered197
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,309
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2309
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008398G
Policy instance 1
Insurance contract or identification number008398G
Number of Individuals Covered212
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $161
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees59
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTED JOHNSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008398G
Policy instance 1
Insurance contract or identification number008398G
Number of Individuals Covered230
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008398-G
Policy instance 1
Insurance contract or identification number008398-G
Number of Individuals Covered235
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of fees paid to insurance companyUSD $610
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008398-G
Policy instance 1
Insurance contract or identification number008398-G
Number of Individuals Covered250
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,504
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees681
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameELLIS DE JESUS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008398-G
Policy instance 1
Insurance contract or identification number008398-G
Number of Individuals Covered315
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $296
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees96
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameKIMCHI DONOVAN

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