401k Plan data: BEASLEY & COMPANY RETIREMENT PLAN plan

BEASLEY & COMPANY RETIREMENT PLAN 401k Plan overview

Plan Name	BEASLEY & COMPANY RETIREMENT PLAN
Plan identification number	001

BEASLEY & COMPANY RETIREMENT 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

BEASLEY & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: BEASLEY & COMPANY

Employer identification number (EIN): 731412334

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Additional information about BEASLEY & COMPANY

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1990-08-17

Company Identification Number: 19901082167

Legal Registered Office Address: 5436 EAST ATLANTIC PLACE

Denver
United States of America (USA)
80222

More information about BEASLEY & COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEASLEY & COMPANY RETIREMENT 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
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOHN BEASLEY 2019-10-08
001 2017-01-01 JOHN BEASLEY 2018-08-13
001 2016-01-01 JOHN BEASLEY 2017-09-11
001 2015-01-01 JOHN P. BEASLEY 2016-10-14
001 2014-01-01 JOHN P. BEASLEY
001 2013-01-01 JOHN P. BEASLEY
001 2012-01-01 JOHN P. BEASLEY
001 2011-01-01 JOHN P. BEASLEY
001 2009-01-01 JOHN P. BEASLEY JOHN P. BEASLEY 2010-09-29

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
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOHN BEASLEY	2019-10-08
001	2017-01-01	JOHN BEASLEY	2018-08-13
001	2016-01-01	JOHN BEASLEY	2017-09-11
001	2015-01-01	JOHN P. BEASLEY	2016-10-14
001	2014-01-01	JOHN P. BEASLEY
001	2013-01-01	JOHN P. BEASLEY
001	2012-01-01	JOHN P. BEASLEY
001	2011-01-01	JOHN P. BEASLEY
001	2009-01-01	JOHN P. BEASLEY		JOHN P. BEASLEY	2010-09-29

Plan Statistics for BEASLEY & COMPANY RETIREMENT PLAN

401k plan membership statisitcs for BEASLEY & COMPANY RETIREMENT PLAN

Measure Date Value
2022: BEASLEY & COMPANY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BEASLEY & COMPANY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BEASLEY & COMPANY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 13
Number of participants with account balances 2020-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BEASLEY & COMPANY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2014: BEASLEY & COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BEASLEY & COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BEASLEY & COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BEASLEY & COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BEASLEY & COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BEASLEY & COMPANY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BEASLEY & COMPANY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BEASLEY & COMPANY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	13
Number of participants with account balances	2020-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BEASLEY & COMPANY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2014: BEASLEY & COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BEASLEY & COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BEASLEY & COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BEASLEY & COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BEASLEY & COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BEASLEY & COMPANY RETIREMENT PLAN

Measure	Date	Value
2022 : BEASLEY & COMPANY RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-09	$0
Total plan liabilities at end of year	2022-12-09	$0
Total plan liabilities at beginning of year	2022-12-09	$0
Total income from all sources	2022-12-09	$76,882
Expenses. Total of all expenses incurred	2022-12-09	$2,654,989
Benefits paid (including direct rollovers)	2022-12-09	$2,653,639
Total plan assets at end of year	2022-12-09	$0
Total plan assets at beginning of year	2022-12-09	$2,578,107
Value of fidelity bond covering the plan	2022-12-09	$257,810
Total contributions received or receivable from participants	2022-12-09	$100,489
Expenses. Other expenses not covered elsewhere	2022-12-09	$0
Contributions received from other sources (not participants or employers)	2022-12-09	$158,266
Other income received	2022-12-09	$-337,897
Noncash contributions received	2022-12-09	$0
Net income (gross income less expenses)	2022-12-09	$-2,578,107
Net plan assets at end of year (total assets less liabilities)	2022-12-09	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-09	$2,578,107
Assets. Value of participant loans	2022-12-09	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-09	$0
Total contributions received or receivable from employer(s)	2022-12-09	$156,024
Value of certain deemed distributions of participant loans	2022-12-09	$0
Value of corrective distributions	2022-12-09	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-09	$1,350
2021 : BEASLEY & COMPANY RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$452,395
Expenses. Total of all expenses incurred	2021-12-31	$66,185
Benefits paid (including direct rollovers)	2021-12-31	$64,430
Total plan assets at end of year	2021-12-31	$2,578,107
Total plan assets at beginning of year	2021-12-31	$2,191,897
Value of fidelity bond covering the plan	2021-12-31	$219,190
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$104,837
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$233,012
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$386,210
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,578,107
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,191,897
Assets. Value of participant loans	2021-12-31	$47,556
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$114,546
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,755
2020 : BEASLEY & COMPANY RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$439,058
Expenses. Total of all expenses incurred	2020-12-31	$430,236
Benefits paid (including direct rollovers)	2020-12-31	$429,283
Total plan assets at end of year	2020-12-31	$2,191,897
Total plan assets at beginning of year	2020-12-31	$2,183,075
Value of fidelity bond covering the plan	2020-12-31	$219,190
Total contributions received or receivable from participants	2020-12-31	$71,024
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$291,220
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$8,822
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,191,897
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,183,075
Assets. Value of participant loans	2020-12-31	$61,855
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$76,814
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$953
2019 : BEASLEY & COMPANY RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$553,430
Expenses. Total of all expenses incurred	2019-12-31	$184,448
Benefits paid (including direct rollovers)	2019-12-31	$182,925
Total plan assets at end of year	2019-12-31	$2,183,075
Total plan assets at beginning of year	2019-12-31	$1,814,093
Value of fidelity bond covering the plan	2019-12-31	$218,000
Total contributions received or receivable from participants	2019-12-31	$71,648
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$389,046
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$368,982
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,183,075
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,814,093
Assets. Value of participant loans	2019-12-31	$116,889
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$92,736
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,523
2014 : BEASLEY & COMPANY RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$193,382
Expenses. Total of all expenses incurred	2014-12-31	$3,268
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,366,130
Total plan assets at beginning of year	2014-12-31	$1,176,016
Value of fidelity bond covering the plan	2014-12-31	$136,613
Total contributions received or receivable from participants	2014-12-31	$69,281
Contributions received from other sources (not participants or employers)	2014-12-31	$40,228
Other income received	2014-12-31	$57,240
Net income (gross income less expenses)	2014-12-31	$190,114
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,366,130
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,176,016
Assets. Value of participant loans	2014-12-31	$64,734
Total contributions received or receivable from employer(s)	2014-12-31	$26,633
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,268
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BEASLEY & COMPANY RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$206,372
Expenses. Total of all expenses incurred	2013-12-31	$73,962
Benefits paid (including direct rollovers)	2013-12-31	$69,371
Total plan assets at end of year	2013-12-31	$1,176,016
Total plan assets at beginning of year	2013-12-31	$1,043,606
Value of fidelity bond covering the plan	2013-12-31	$117,602
Total contributions received or receivable from participants	2013-12-31	$58,382
Contributions received from other sources (not participants or employers)	2013-12-31	$41,235
Other income received	2013-12-31	$82,071
Net income (gross income less expenses)	2013-12-31	$132,410
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,176,016
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,043,606
Assets. Value of participant loans	2013-12-31	$42,240
Total contributions received or receivable from employer(s)	2013-12-31	$24,684
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,591
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BEASLEY & COMPANY RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$196,562
Expenses. Total of all expenses incurred	2012-12-31	$5,982
Benefits paid (including direct rollovers)	2012-12-31	$1,313
Total plan assets at end of year	2012-12-31	$1,043,606
Total plan assets at beginning of year	2012-12-31	$853,026
Value of fidelity bond covering the plan	2012-12-31	$104,361
Total contributions received or receivable from participants	2012-12-31	$71,373
Other income received	2012-12-31	$101,045
Net income (gross income less expenses)	2012-12-31	$190,580
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,043,606
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$853,026
Assets. Value of participant loans	2012-12-31	$80,262
Assets. Value of employer securities	2012-12-31	$110,000
Total contributions received or receivable from employer(s)	2012-12-31	$24,144
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,669
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BEASLEY & COMPANY RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$82,354
Expenses. Total of all expenses incurred	2011-12-31	$349,904
Benefits paid (including direct rollovers)	2011-12-31	$345,630
Total plan assets at end of year	2011-12-31	$853,026
Total plan assets at beginning of year	2011-12-31	$1,120,576
Value of fidelity bond covering the plan	2011-12-31	$184,303
Total contributions received or receivable from participants	2011-12-31	$72,455
Other income received	2011-12-31	$-13,308
Net income (gross income less expenses)	2011-12-31	$-267,550
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$853,026
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,120,576
Assets. Value of participant loans	2011-12-31	$93,540
Assets. Value of employer securities	2011-12-31	$110,000
Total contributions received or receivable from employer(s)	2011-12-31	$23,207
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BEASLEY & COMPANY RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$264,871
Expenses. Total of all expenses incurred	2010-12-31	$14,421
Benefits paid (including direct rollovers)	2010-12-31	$14,421
Total plan assets at end of year	2010-12-31	$1,120,576
Total plan assets at beginning of year	2010-12-31	$870,126
Value of fidelity bond covering the plan	2010-12-31	$112,058
Total contributions received or receivable from participants	2010-12-31	$77,889
Contributions received from other sources (not participants or employers)	2010-12-31	$2,001
Other income received	2010-12-31	$120,152
Net income (gross income less expenses)	2010-12-31	$250,450
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,120,576
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$870,126
Assets. Value of participant loans	2010-12-31	$15,466
Assets. Value of employer securities	2010-12-31	$110,000
Total contributions received or receivable from employer(s)	2010-12-31	$64,829
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for BEASLEY & COMPANY RETIREMENT PLAN

2022: BEASLEY & COMPANY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BEASLEY & COMPANY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BEASLEY & COMPANY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BEASLEY & COMPANY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2014: BEASLEY & COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BEASLEY & COMPANY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BEASLEY & COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BEASLEY & COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BEASLEY & COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36852

Policy instance

Insurance contract or identification number	36852
Number of Individuals Covered	14
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,116
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,116
Insurance broker organization code?	7
Insurance broker name	NFP SECURITIES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36852

Policy instance

Insurance contract or identification number	36852
Number of Individuals Covered	10
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,438
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,438
Insurance broker organization code?	7
Insurance broker name	NFP SECURITIES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36852

Policy instance

Insurance contract or identification number	36852
Number of Individuals Covered	14
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,099
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,099
Insurance broker organization code?	7
Insurance broker name	NFP SECURITIES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36852

Policy instance

Insurance contract or identification number	36852
Number of Individuals Covered	12
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,812
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36852

Policy instance

Insurance contract or identification number	36852
Number of Individuals Covered	12
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,418
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	BEASLEY & COMPANY
Employer identification number (EIN):	731412334
NAIC Classification:	541219
NAIC Description:	Other Accounting Services

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1990-08-17
Company Identification Number:	19901082167
Legal Registered Office Address:	5436 EAST ATLANTIC PLACE Denver United States of America (USA) 80222