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

BODAN INC. 401(K) PLAN 401k Plan overview

Plan Name	BODAN INC. 401(K) PLAN
Plan identification number	002

BODAN INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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

BODAN AKSAN IA, LLC has sponsored the creation of one or more 401k plans.

Company Name: BODAN AKSAN IA, LLC

Employer identification number (EIN): 814587672

NAIC Classification: 722513
NAIC Description: Limited-Service Restaurants

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-09-01 PAUL ROCKWELL 2020-11-30
002 2018-09-01
002 2017-09-01
002 2016-09-01 MEL NEVAREZ MEL NEVAREZ 2018-06-13
002 2015-09-01 MEL NEVAREZ MEL NEVAREZ 2017-04-27
002 2015-09-01 PAUL ROCKWELL 2019-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-09-01	PAUL ROCKWELL	2020-11-30
002	2018-09-01
002	2017-09-01
002	2016-09-01	MEL NEVAREZ		MEL NEVAREZ	2018-06-13
002	2015-09-01	MEL NEVAREZ		MEL NEVAREZ	2017-04-27
002	2015-09-01			PAUL ROCKWELL	2019-06-14

Plan Statistics for BODAN INC. 401(K) PLAN

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

Measure Date Value
2018: BODAN INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 241
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 256
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 0
Total of all active and inactive participants 2018-09-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 256
Number of participants with account balances 2018-09-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: BODAN INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 211
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 236
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 236
Number of participants with account balances 2017-09-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: BODAN INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 206
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 198
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 4
Total of all active and inactive participants 2016-09-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 202
Number of participants with account balances 2016-09-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: BODAN INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 193
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 188
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 2
Total of all active and inactive participants 2015-09-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 190
Number of participants with account balances 2015-09-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0

Measure	Date	Value
2018: BODAN INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	241
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	256
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	0
Total of all active and inactive participants	2018-09-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	256
Number of participants with account balances	2018-09-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: BODAN INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	211
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	236
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	236
Number of participants with account balances	2017-09-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: BODAN INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	206
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	198
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	4
Total of all active and inactive participants	2016-09-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	202
Number of participants with account balances	2016-09-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: BODAN INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	193
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	188
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	2
Total of all active and inactive participants	2015-09-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	190
Number of participants with account balances	2015-09-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0

Financial Data on BODAN INC. 401(K) PLAN

Measure	Date	Value
2019 : BODAN INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-08-31	$0
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total transfer of assets to this plan	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$39,736
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$55,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$54,111
Expenses. Certain deemed distributions of participant loans	2019-08-31	$0
Value of total corrective distributions	2019-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$33,246
Value of total assets at end of year	2019-08-31	$318,476
Value of total assets at beginning of year	2019-08-31	$333,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$941
Total income from rents	2019-08-31	$0
Total interest from all sources	2019-08-31	$1,436
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$0
Administrative expenses professional fees incurred	2019-08-31	$0
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Amount of non-exempt transactions with any party-in-interest	2019-08-31	$0
Contributions received from participants	2019-08-31	$33,246
Participant contributions at end of year	2019-08-31	$16,101
Participant contributions at beginning of year	2019-08-31	$12,284
Participant contributions at end of year	2019-08-31	$0
Participant contributions at beginning of year	2019-08-31	$1,466
Income. Received or receivable in cash from other sources (including rollovers)	2019-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-08-31	$0
Other income not declared elsewhere	2019-08-31	$2,178
Administrative expenses (other) incurred	2019-08-31	$0
Liabilities. Value of operating payables at beginning of year	2019-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$-15,316
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$318,476
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$333,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-08-31	$0
Investment advisory and management fees	2019-08-31	$0
Value of interest in pooled separate accounts at end of year	2019-08-31	$203,566
Value of interest in pooled separate accounts at beginning of year	2019-08-31	$205,866
Interest on participant loans	2019-08-31	$967
Income. Interest from loans (other than to participants)	2019-08-31	$0
Interest earned on other investments	2019-08-31	$469
Income. Interest from US Government securities	2019-08-31	$0
Income. Interest from corporate debt instruments	2019-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$98,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$114,176
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$0
Net investment gain/loss from pooled separate accounts	2019-08-31	$2,876
Net investment gain or loss from common/collective trusts	2019-08-31	$0
Net gain/loss from 103.12 investment entities	2019-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$0
Employer contributions (assets) at end of year	2019-08-31	$0
Employer contributions (assets) at beginning of year	2019-08-31	$0
Income. Dividends from preferred stock	2019-08-31	$0
Income. Dividends from common stock	2019-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$54,111
Contract administrator fees	2019-08-31	$941
Liabilities. Value of benefit claims payable at beginning of year	2019-08-31	$0
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Aggregate proceeds on sale of assets	2019-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	RICHEY MAY & COMPANY
Accountancy firm EIN	2019-08-31	710911208
2018 : BODAN INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-08-31	$0
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total transfer of assets to this plan	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$64,602
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$9,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$8,959
Expenses. Certain deemed distributions of participant loans	2018-08-31	$0
Value of total corrective distributions	2018-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$48,419
Value of total assets at end of year	2018-08-31	$333,792
Value of total assets at beginning of year	2018-08-31	$278,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$543
Total income from rents	2018-08-31	$0
Total interest from all sources	2018-08-31	$781
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$0
Administrative expenses professional fees incurred	2018-08-31	$0
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Amount of non-exempt transactions with any party-in-interest	2018-08-31	$0
Contributions received from participants	2018-08-31	$48,419
Participant contributions at end of year	2018-08-31	$12,284
Participant contributions at end of year	2018-08-31	$1,466
Participant contributions at beginning of year	2018-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-08-31	$0
Other income not declared elsewhere	2018-08-31	$-2,516
Administrative expenses (other) incurred	2018-08-31	$0
Liabilities. Value of operating payables at beginning of year	2018-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$55,100
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$333,792
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$278,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-08-31	$0
Investment advisory and management fees	2018-08-31	$0
Value of interest in pooled separate accounts at end of year	2018-08-31	$205,866
Value of interest in pooled separate accounts at beginning of year	2018-08-31	$183,325
Interest on participant loans	2018-08-31	$645
Income. Interest from loans (other than to participants)	2018-08-31	$0
Interest earned on other investments	2018-08-31	$136
Income. Interest from US Government securities	2018-08-31	$0
Income. Interest from corporate debt instruments	2018-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-08-31	$114,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-08-31	$95,367
Expenses. Payments to insurance carriers foe the provision of benefits	2018-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$0
Net investment gain/loss from pooled separate accounts	2018-08-31	$17,918
Net investment gain or loss from common/collective trusts	2018-08-31	$0
Net gain/loss from 103.12 investment entities	2018-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$0
Employer contributions (assets) at end of year	2018-08-31	$0
Employer contributions (assets) at beginning of year	2018-08-31	$0
Income. Dividends from preferred stock	2018-08-31	$0
Income. Dividends from common stock	2018-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$8,959
Contract administrator fees	2018-08-31	$543
Liabilities. Value of benefit claims payable at beginning of year	2018-08-31	$0
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Aggregate proceeds on sale of assets	2018-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	RICHEY MAY & CO., LLP
Accountancy firm EIN	2018-08-31	710911208
2017 : BODAN INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-08-31	$0
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total transfer of assets to this plan	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$47,139
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$20,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$20,457
Expenses. Certain deemed distributions of participant loans	2017-08-31	$0
Value of total corrective distributions	2017-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$29,497
Value of total assets at end of year	2017-08-31	$278,692
Value of total assets at beginning of year	2017-08-31	$252,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$0
Total income from rents	2017-08-31	$0
Total interest from all sources	2017-08-31	$257
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$0
Administrative expenses professional fees incurred	2017-08-31	$0
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$30,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Amount of non-exempt transactions with any party-in-interest	2017-08-31	$0
Contributions received from participants	2017-08-31	$29,497
Participant contributions at end of year	2017-08-31	$0
Participant contributions at beginning of year	2017-08-31	$5,709
Participant contributions at end of year	2017-08-31	$0
Participant contributions at beginning of year	2017-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-08-31	$0
Other income not declared elsewhere	2017-08-31	$-185
Administrative expenses (other) incurred	2017-08-31	$0
Liabilities. Value of operating payables at beginning of year	2017-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$26,682
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$278,692
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$252,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-08-31	$0
Investment advisory and management fees	2017-08-31	$0
Value of interest in pooled separate accounts at end of year	2017-08-31	$183,325
Value of interest in pooled separate accounts at beginning of year	2017-08-31	$154,935
Interest on participant loans	2017-08-31	$164
Income. Interest from loans (other than to participants)	2017-08-31	$0
Interest earned on other investments	2017-08-31	$93
Income. Interest from US Government securities	2017-08-31	$0
Income. Interest from corporate debt instruments	2017-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-08-31	$95,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-08-31	$91,366
Expenses. Payments to insurance carriers foe the provision of benefits	2017-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$0
Net investment gain/loss from pooled separate accounts	2017-08-31	$17,570
Net investment gain or loss from common/collective trusts	2017-08-31	$0
Net gain/loss from 103.12 investment entities	2017-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$0
Employer contributions (assets) at end of year	2017-08-31	$0
Employer contributions (assets) at beginning of year	2017-08-31	$0
Income. Dividends from preferred stock	2017-08-31	$0
Income. Dividends from common stock	2017-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$20,457
Contract administrator fees	2017-08-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-08-31	$0
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Aggregate proceeds on sale of assets	2017-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	CAUSEY DEMGEN & MOORE P.C.
Accountancy firm EIN	2017-08-31	841158905
2016 : BODAN INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-08-31	$0
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total transfer of assets to this plan	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$33,231
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$0
Expenses. Certain deemed distributions of participant loans	2016-08-31	$0
Value of total corrective distributions	2016-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$26,265
Value of total assets at end of year	2016-08-31	$252,010
Value of total assets at beginning of year	2016-08-31	$218,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$170
Total income from rents	2016-08-31	$0
Total interest from all sources	2016-08-31	$523
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$0
Administrative expenses professional fees incurred	2016-08-31	$0
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$30,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Amount of non-exempt transactions with any party-in-interest	2016-08-31	$0
Contributions received from participants	2016-08-31	$26,265
Participant contributions at end of year	2016-08-31	$5,709
Participant contributions at beginning of year	2016-08-31	$3,571
Participant contributions at end of year	2016-08-31	$0
Participant contributions at beginning of year	2016-08-31	$274
Income. Received or receivable in cash from other sources (including rollovers)	2016-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$0
Other income not declared elsewhere	2016-08-31	$7
Administrative expenses (other) incurred	2016-08-31	$0
Liabilities. Value of operating payables at beginning of year	2016-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$33,061
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$252,010
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$218,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-08-31	$0
Investment advisory and management fees	2016-08-31	$0
Value of interest in pooled separate accounts at end of year	2016-08-31	$154,935
Value of interest in pooled separate accounts at beginning of year	2016-08-31	$130,400
Interest on participant loans	2016-08-31	$435
Income. Interest from loans (other than to participants)	2016-08-31	$0
Interest earned on other investments	2016-08-31	$88
Income. Interest from US Government securities	2016-08-31	$0
Income. Interest from corporate debt instruments	2016-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-08-31	$91,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-08-31	$84,704
Expenses. Payments to insurance carriers foe the provision of benefits	2016-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$0
Net investment gain/loss from pooled separate accounts	2016-08-31	$6,436
Net investment gain or loss from common/collective trusts	2016-08-31	$0
Net gain/loss from 103.12 investment entities	2016-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$0
Employer contributions (assets) at end of year	2016-08-31	$0
Employer contributions (assets) at beginning of year	2016-08-31	$0
Income. Dividends from preferred stock	2016-08-31	$0
Income. Dividends from common stock	2016-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$0
Contract administrator fees	2016-08-31	$170
Liabilities. Value of benefit claims payable at beginning of year	2016-08-31	$0
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Aggregate proceeds on sale of assets	2016-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	CAUSEY DEMGEN & MOORE P.C.
Accountancy firm EIN	2016-08-31	841158905

Form 5500 Responses for BODAN INC. 401(K) PLAN

2018: BODAN INC. 401(K) PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: BODAN INC. 401(K) PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: BODAN INC. 401(K) PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: BODAN INC. 401(K) PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	Yes
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

518757

Policy instance

Insurance contract or identification number	518757
Number of Individuals Covered	256
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

518757

Policy instance

Insurance contract or identification number	518757
Number of Individuals Covered	236
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $213
Total amount of fees paid to insurance company	USD $837
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

BODAN INC. 401(K) PLAN [EIN = 680540462]

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Company Name:	BODAN AKSAN IA, LLC
Employer identification number (EIN):	814587672
NAIC Classification:	722513
NAIC Description:	Limited-Service Restaurants