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BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 401k Plan overview

Plan NameBENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS
Plan identification number 001

BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:BENEFIT RESOURCES, INC.
Employer identification number (EIN):621838285
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01BEVERLY ALLEN
0012017-01-01BEVERLY ALLEN
0012016-01-01BEVERLY ALLEN
0012015-01-01BEVERLY ALLEN
0012014-01-01BEVERLY ALLEN
0012013-01-01BEVERLY ALLEN
0012012-01-01BEVERLY B. ALLEN
0012011-01-01BEVERLY ALLEN
0012009-01-01BEVERLY B. ALLEN

Plan Statistics for BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

401k plan membership statisitcs for BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

Measure Date Value
2022: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

Measure Date Value
2022 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-132,832
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$1,846,714
Total plan assets at beginning of year2022-12-31$1,979,546
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$55,030
Other income received2022-12-31$-204,522
Net income (gross income less expenses)2022-12-31$-132,832
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,846,714
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,979,546
Assets. Value of participant loans2022-12-31$0
Assets. Value of employer securities2022-12-31$301,591
Total contributions received or receivable from employer(s)2022-12-31$16,660
2021 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$243,161
Expenses. Total of all expenses incurred2021-12-31$300,000
Benefits paid (including direct rollovers)2021-12-31$300,000
Total plan assets at end of year2021-12-31$1,979,546
Total plan assets at beginning of year2021-12-31$2,036,385
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$55,124
Other income received2021-12-31$171,840
Net income (gross income less expenses)2021-12-31$-56,839
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,979,546
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,036,385
Assets. Value of participant loans2021-12-31$10,111
Assets. Value of employer securities2021-12-31$313,655
Total contributions received or receivable from employer(s)2021-12-31$16,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$261,486
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$2,036,385
Total plan assets at beginning of year2020-12-31$1,774,899
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$47,531
Other income received2020-12-31$197,706
Net income (gross income less expenses)2020-12-31$261,486
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,036,385
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,774,899
Assets. Value of participant loans2020-12-31$16,588
Assets. Value of employer securities2020-12-31$301,591
Total contributions received or receivable from employer(s)2020-12-31$16,249
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$249,210
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,774,899
Total plan assets at beginning of year2019-12-31$1,525,689
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$36,798
Other income received2019-12-31$198,657
Net income (gross income less expenses)2019-12-31$249,210
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,774,899
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,525,689
Assets. Value of participant loans2019-12-31$4,993
Assets. Value of employer securities2019-12-31$331,750
Total contributions received or receivable from employer(s)2019-12-31$13,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$3,131
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$1,525,689
Total plan assets at beginning of year2018-12-31$1,522,558
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$48,059
Other income received2018-12-31$-60,007
Net income (gross income less expenses)2018-12-31$3,131
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,525,689
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,522,558
Assets. Value of participant loans2018-12-31$8,189
Assets. Value of employer securities2018-12-31$358,893
Total contributions received or receivable from employer(s)2018-12-31$15,079
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$220,185
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,522,558
Total plan assets at beginning of year2017-12-31$1,302,373
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$39,291
Other income received2017-12-31$166,900
Net income (gross income less expenses)2017-12-31$220,185
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,522,558
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,302,373
Assets. Value of participant loans2017-12-31$11,284
Assets. Value of employer securities2017-12-31$343,814
Total contributions received or receivable from employer(s)2017-12-31$13,994
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$107,194
Expenses. Total of all expenses incurred2016-12-31$27,000
Benefits paid (including direct rollovers)2016-12-31$27,000
Total plan assets at end of year2016-12-31$1,302,373
Total plan assets at beginning of year2016-12-31$1,222,179
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$43,871
Other income received2016-12-31$48,195
Net income (gross income less expenses)2016-12-31$80,194
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,302,373
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,222,179
Assets. Value of participant loans2016-12-31$14,280
Assets. Value of employer securities2016-12-31$328,734
Total contributions received or receivable from employer(s)2016-12-31$15,128
2015 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$33,066
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,222,179
Total plan assets at beginning of year2015-12-31$1,189,113
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$38,706
Other income received2015-12-31$-21,613
Net income (gross income less expenses)2015-12-31$33,066
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,222,179
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,189,113
Assets. Value of participant loans2015-12-31$15,644
Assets. Value of employer securities2015-12-31$331,750
Total contributions received or receivable from employer(s)2015-12-31$15,973
2014 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$103,537
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,189,113
Total plan assets at beginning of year2014-12-31$1,085,576
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$28,929
Contributions received from other sources (not participants or employers)2014-12-31$36,997
Other income received2014-12-31$21,712
Net income (gross income less expenses)2014-12-31$103,537
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,189,113
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,085,576
Assets. Value of participant loans2014-12-31$26,170
Assets. Value of employer securities2014-12-31$331,750
Total contributions received or receivable from employer(s)2014-12-31$15,899
2013 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$140,468
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,085,576
Total plan assets at beginning of year2013-12-31$945,108
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$24,716
Other income received2013-12-31$100,827
Net income (gross income less expenses)2013-12-31$140,468
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,085,576
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$945,108
Assets. Value of participant loans2013-12-31$36,361
Assets. Value of employer securities2013-12-31$331,750
Total contributions received or receivable from employer(s)2013-12-31$14,925
2012 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$100,680
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$945,108
Total plan assets at beginning of year2012-12-31$844,428
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$32,097
Other income received2012-12-31$53,206
Net income (gross income less expenses)2012-12-31$100,680
Net plan assets at end of year (total assets less liabilities)2012-12-31$945,108
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$844,428
Assets. Value of participant loans2012-12-31$33,926
Assets. Value of employer securities2012-12-31$331,750
Total contributions received or receivable from employer(s)2012-12-31$15,377
2011 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$56,937
Expenses. Total of all expenses incurred2011-12-31$82,816
Benefits paid (including direct rollovers)2011-12-31$82,816
Total plan assets at end of year2011-12-31$844,428
Total plan assets at beginning of year2011-12-31$870,307
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$44,442
Other income received2011-12-31$-1,699
Net income (gross income less expenses)2011-12-31$-25,879
Net plan assets at end of year (total assets less liabilities)2011-12-31$844,428
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$870,307
Assets. Value of participant loans2011-12-31$42,299
Assets. Value of employer securities2011-12-31$331,750
Total contributions received or receivable from employer(s)2011-12-31$14,194
2010 : BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$106,554
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$870,307
Total plan assets at beginning of year2010-12-31$763,753
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$48,073
Other income received2010-12-31$43,649
Net income (gross income less expenses)2010-12-31$106,554
Net plan assets at end of year (total assets less liabilities)2010-12-31$870,307
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$763,753
Assets. Value of participant loans2010-12-31$28,875
Assets. Value of employer securities2010-12-31$316,671
Total contributions received or receivable from employer(s)2010-12-31$14,832

Form 5500 Responses for BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

2022: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BENEFIT RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-FR30
Policy instance 1
Insurance contract or identification numberGAP-54-FR30
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?0
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 Administration0
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-FR30
Policy instance 1
Insurance contract or identification numberGAP-54-FR30
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
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 Administration0
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-FR30
Policy instance 1
Insurance contract or identification numberGAP-54-FR30
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
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 Administration0
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-FR30
Policy instance 1
Insurance contract or identification numberGAP-54-FR30
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
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 Administration0
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-FR30
Policy instance 1
Insurance contract or identification numberGAP-54-FR30
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
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 Administration0
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-FR30
Policy instance 1
Insurance contract or identification numberGAP-54-FR30
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
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 Administration0
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

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