401k Plan data: BONNESS, INC. 401(K) PLAN plan

BONNESS, INC. 401(K) PLAN 401k Plan overview

Plan Name	BONNESS, INC. 401(K) PLAN
Plan identification number	001

BONNESS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

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

Company Name: BONNESS, INC.

Employer identification number (EIN): 592055219

NAIC Classification: 236200

Additional information about BONNESS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1981-02-04

Company Identification Number: F19249

Legal Registered Office Address: 1900 SEWARD AVE

NAPLES

34109

More information about BONNESS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONNESS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 KATHLEEN BAILIE 2022-05-12
001 2020-01-01 KATHLEEN BAILIE 2021-05-14
001 2018-01-01
001 2017-01-01 KATHLEEN BAILIE
001 2016-08-01 KATHLEEN BAILIE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	KATHLEEN BAILIE	2022-05-12
001	2020-01-01	KATHLEEN BAILIE	2021-05-14
001	2018-01-01
001	2017-01-01	KATHLEEN BAILIE
001	2016-08-01	KATHLEEN BAILIE

Plan Statistics for BONNESS, INC. 401(K) PLAN

401k plan membership statisitcs for BONNESS, INC. 401(K) PLAN

Measure Date Value
2018: BONNESS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 80
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 98
Number of participants with account balances 2018-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BONNESS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 96
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 109
Number of participants with account balances 2017-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BONNESS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 131
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 113
Number of retired or separated participants receiving benefits 2016-08-01 0
Number of other retired or separated participants entitled to future benefits 2016-08-01 3
Total of all active and inactive participants 2016-08-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 0
Total participants 2016-08-01 116
Number of participants with account balances 2016-08-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 0

Measure	Date	Value
2018: BONNESS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	80
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	98
Number of participants with account balances	2018-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BONNESS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	96
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	109
Number of participants with account balances	2017-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BONNESS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	131
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	113
Number of retired or separated participants receiving benefits	2016-08-01	0
Number of other retired or separated participants entitled to future benefits	2016-08-01	3
Total of all active and inactive participants	2016-08-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	0
Total participants	2016-08-01	116
Number of participants with account balances	2016-08-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	0

Financial Data on BONNESS, INC. 401(K) PLAN

Measure	Date	Value
2018 : BONNESS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$249,132
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$75,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$74,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$290,728
Value of total assets at end of year	2018-12-31	$687,547
Value of total assets at beginning of year	2018-12-31	$513,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$695
Total interest from all sources	2018-12-31	$321
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$33,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$33,107
Administrative expenses professional fees incurred	2018-12-31	$695
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$166,213
Participant contributions at end of year	2018-12-31	$11,273
Participant contributions at beginning of year	2018-12-31	$2,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$173,931
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$687,547
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$513,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$676,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$511,492
Income. Interest from loans (other than to participants)	2018-12-31	$321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-75,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$124,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$74,506
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PHILLIPS HARVEY GROUP, PA
Accountancy firm EIN	2018-12-31	592840381
2017 : BONNESS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$382,175
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$9,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$9,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$331,110
Value of total assets at end of year	2017-12-31	$513,616
Value of total assets at beginning of year	2017-12-31	$140,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$270
Total interest from all sources	2017-12-31	$19
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$15,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$15,718
Administrative expenses professional fees incurred	2017-12-31	$270
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$202,344
Assets. Loans (other than to participants) at end of year	2017-12-31	$2,124
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$372,673
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$513,616
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$140,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$511,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$140,943
Income. Interest from loans (other than to participants)	2017-12-31	$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$35,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$128,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$9,232
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PHILLIPS HARVEY GROUP, PA
Accountancy firm EIN	2017-12-31	592840381
2016 : BONNESS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$140,977
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$34
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$34
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$139,962
Value of total assets at end of year	2016-12-31	$140,943
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$3,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$3,220
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$82,763
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$140,943
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$140,943
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$140,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-2,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$55,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$34
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PHILLIPS HARVEY GROUP, PA
Accountancy firm EIN	2016-12-31	592840381

Form 5500 Responses for BONNESS, INC. 401(K) PLAN

2018: BONNESS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BONNESS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BONNESS, INC. 401(K) PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	First time form 5500 has been submitted	Yes
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement – Insurance	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BONNESS, INC.
Employer identification number (EIN):	592055219
NAIC Classification:	236200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1981-02-04
Company Identification Number:	F19249
Legal Registered Office Address:	1900 SEWARD AVE NAPLES 34109