BALL & TREGER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BALL & TREGER LLP PROFIT SHARING PLAN
Measure | Date | Value |
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2016: BALL & TREGER LLP PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-06-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 0 |
Total of all active and inactive participants | 2016-06-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
Total participants | 2016-06-01 | 0 |
Number of participants with account balances | 2016-06-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 0 |
2015: BALL & TREGER LLP PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-06-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 8 |
Total of all active and inactive participants | 2015-06-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 0 |
Total participants | 2015-06-01 | 8 |
Number of participants with account balances | 2015-06-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 0 |
2014: BALL & TREGER LLP PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-06-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 15 |
Total of all active and inactive participants | 2014-06-01 | 15 |
Total participants | 2014-06-01 | 15 |
Number of participants with account balances | 2014-06-01 | 15 |
2013: BALL & TREGER LLP PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-06-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 15 |
Total of all active and inactive participants | 2013-06-01 | 15 |
Total participants | 2013-06-01 | 15 |
Number of participants with account balances | 2013-06-01 | 15 |
2012: BALL & TREGER LLP PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-06-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 14 |
Total of all active and inactive participants | 2012-06-01 | 14 |
Total participants | 2012-06-01 | 14 |
Number of participants with account balances | 2012-06-01 | 14 |
2011: BALL & TREGER LLP PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-06-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 15 |
Total of all active and inactive participants | 2011-06-01 | 15 |
Total participants | 2011-06-01 | 15 |
Number of participants with account balances | 2011-06-01 | 15 |
2009: BALL & TREGER LLP PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-06-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 15 |
Total of all active and inactive participants | 2009-06-01 | 15 |
Total participants | 2009-06-01 | 15 |
Number of participants with account balances | 2009-06-01 | 15 |
Measure | Date | Value |
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2016 : BALL & TREGER LLP PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $17,252 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,285,019 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,285,019 |
Total plan assets at end of year | 2016-12-31 | $0 |
Total plan assets at beginning of year | 2016-12-31 | $1,267,767 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Other income received | 2016-12-31 | $17,252 |
Net income (gross income less expenses) | 2016-12-31 | $-1,267,767 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,267,767 |
Assets. Value of participant loans | 2016-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Total income from all sources | 2016-05-31 | $-75,189 |
Expenses. Total of all expenses incurred | 2016-05-31 | $2,153,875 |
Benefits paid (including direct rollovers) | 2016-05-31 | $2,153,875 |
Total plan assets at end of year | 2016-05-31 | $1,267,767 |
Total plan assets at beginning of year | 2016-05-31 | $3,496,831 |
Value of fidelity bond covering the plan | 2016-05-31 | $300,000 |
Total contributions received or receivable from participants | 2016-05-31 | $21,187 |
Other income received | 2016-05-31 | $-103,945 |
Net income (gross income less expenses) | 2016-05-31 | $-2,229,064 |
Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $1,267,767 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $3,496,831 |
Assets. Value of participant loans | 2016-05-31 | $24,718 |
Total contributions received or receivable from employer(s) | 2016-05-31 | $7,569 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
2015 : BALL & TREGER LLP PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-05-31 | $331,624 |
Total plan assets at end of year | 2015-05-31 | $3,496,831 |
Total plan assets at beginning of year | 2015-05-31 | $3,165,207 |
Value of fidelity bond covering the plan | 2015-05-31 | $300,000 |
Total contributions received or receivable from participants | 2015-05-31 | $33,918 |
Other income received | 2015-05-31 | $282,565 |
Net income (gross income less expenses) | 2015-05-31 | $331,624 |
Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $3,496,831 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $3,165,207 |
Total contributions received or receivable from employer(s) | 2015-05-31 | $15,141 |
2014 : BALL & TREGER LLP PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-05-31 | $436,040 |
Expenses. Total of all expenses incurred | 2014-05-31 | $0 |
Benefits paid (including direct rollovers) | 2014-05-31 | $0 |
Total plan assets at end of year | 2014-05-31 | $3,165,207 |
Total plan assets at beginning of year | 2014-05-31 | $2,729,167 |
Value of fidelity bond covering the plan | 2014-05-31 | $300,000 |
Total contributions received or receivable from participants | 2014-05-31 | $41,287 |
Other income received | 2014-05-31 | $375,883 |
Net income (gross income less expenses) | 2014-05-31 | $436,040 |
Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $3,165,207 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $2,729,167 |
Assets. Value of participant loans | 2014-05-31 | $29,871 |
Total contributions received or receivable from employer(s) | 2014-05-31 | $18,870 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
2013 : BALL & TREGER LLP PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-05-31 | $397,042 |
Expenses. Total of all expenses incurred | 2013-05-31 | $295,318 |
Benefits paid (including direct rollovers) | 2013-05-31 | $295,318 |
Total plan assets at end of year | 2013-05-31 | $2,729,167 |
Total plan assets at beginning of year | 2013-05-31 | $2,627,443 |
Value of fidelity bond covering the plan | 2013-05-31 | $300,000 |
Total contributions received or receivable from participants | 2013-05-31 | $37,967 |
Other income received | 2013-05-31 | $339,517 |
Net income (gross income less expenses) | 2013-05-31 | $101,724 |
Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $2,729,167 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $2,627,443 |
Assets. Value of participant loans | 2013-05-31 | $32,978 |
Total contributions received or receivable from employer(s) | 2013-05-31 | $19,558 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
2012 : BALL & TREGER LLP PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-05-31 | $-14,562 |
Total plan assets at end of year | 2012-05-31 | $2,627,443 |
Total plan assets at beginning of year | 2012-05-31 | $2,642,005 |
Value of fidelity bond covering the plan | 2012-05-31 | $250,000 |
Total contributions received or receivable from participants | 2012-05-31 | $36,585 |
Other income received | 2012-05-31 | $-71,233 |
Net income (gross income less expenses) | 2012-05-31 | $-14,562 |
Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $2,627,443 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $2,642,005 |
Assets. Value of participant loans | 2012-05-31 | $88,742 |
Total contributions received or receivable from employer(s) | 2012-05-31 | $20,086 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
2011 : BALL & TREGER LLP PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-05-31 | $366,529 |
Total plan assets at end of year | 2011-05-31 | $2,642,005 |
Total plan assets at beginning of year | 2011-05-31 | $2,275,476 |
Value of fidelity bond covering the plan | 2011-05-31 | $250,000 |
Total contributions received or receivable from participants | 2011-05-31 | $38,875 |
Other income received | 2011-05-31 | $309,888 |
Net income (gross income less expenses) | 2011-05-31 | $366,529 |
Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $2,642,005 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $2,275,476 |
Assets. Value of participant loans | 2011-05-31 | $97,008 |
Total contributions received or receivable from employer(s) | 2011-05-31 | $17,766 |