?>
Logo

BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN
Plan identification number 001

BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

BELLINGER & SUBERG, LLP has sponsored the creation of one or more 401k plans.

Company Name:BELLINGER & SUBERG, LLP
Employer identification number (EIN):752652787
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WALTER A. SUBERG2023-06-08
0012022-01-01WALTER A. SUBERG2023-08-22 WALTER A SUBERG2023-08-22
0012021-01-01WALTER A. SUBERG2022-12-29 WALTER A. SUBERG2022-12-29
0012020-01-01WALTER A. SUBERG2021-09-14 CELESTE CERDA2021-09-14
0012019-01-01WALTER A. SUBERG2020-07-24 CELESTE CERDA2020-07-24
0012018-01-01WALTER A. SUBERG2019-07-26 CELESTE CERDA2019-07-26
0012017-01-01WALTER A. SUBERG2018-09-18
0012016-01-01
0012015-01-01
0012014-01-01WALTER A. SUBERG2015-09-24
0012013-01-01WALTER A. SUBERG2014-09-10
0012012-01-01WALTER A. SUBERG2013-10-08
0012011-01-01H. LEN MUSGROVE, JR.
0012010-01-01H. LEN MUSGROVE, JR.
0012009-01-01H. LEN MUSGROVE, JR.

Plan Statistics for BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN

Measure Date Value
2011: BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0150
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0147
Number of participants with account balances2011-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0133
Total number of active participants reported on line 7a of the Form 55002010-01-0130
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0150
Number of participants with account balances2010-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0159
Total number of active participants reported on line 7a of the Form 55002009-01-0157
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-0158
Total participants2009-01-0158
Number of participants with account balances2009-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN

Measure Date Value
2011 : BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$133,166
Expenses. Total of all expenses incurred2011-12-31$176,486
Benefits paid (including direct rollovers)2011-12-31$162,882
Total plan assets at end of year2011-12-31$3,944,945
Total plan assets at beginning of year2011-12-31$3,988,265
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$218,296
Other income received2011-12-31$-85,130
Net income (gross income less expenses)2011-12-31$-43,320
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,944,945
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,988,265
Assets. Value of participant loans2011-12-31$75,845
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 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$1,080,285
Expenses. Total of all expenses incurred2010-12-31$38,763
Benefits paid (including direct rollovers)2010-12-31$25,159
Total plan assets at end of year2010-12-31$3,920,868
Total plan assets at beginning of year2010-12-31$2,879,346
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$271,941
Contributions received from other sources (not participants or employers)2010-12-31$283,910
Other income received2010-12-31$432,188
Net income (gross income less expenses)2010-12-31$1,041,522
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,920,868
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,879,346
Assets. Value of participant loans2010-12-31$120,971
Total contributions received or receivable from employer(s)2010-12-31$92,246
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$13,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN

2011: BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BELLINGER & SUBERG, LLP 401(K) RETIREMENT PLAN 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 - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30791
Policy instance 1
Insurance contract or identification number30791
Number of Individuals Covered48
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,881
Total amount of fees paid to insurance companyUSD $284
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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
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 number30791
Policy instance 1
Insurance contract or identification number30791
Number of Individuals Covered50
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,733
Total amount of fees paid to insurance companyUSD $13,604
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,733
Insurance broker organization code?3
Amount paid for insurance broker fees13604
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION FEES
Insurance broker nameJOHN HANCOCK RETIREMENT PLAN SERVIC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3