BEARDSLEY, JENSEN & LEE, PROF. LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN
401k plan membership statisitcs for BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN
Measure | Date | Value |
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2017: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 17 |
Number of participants with account balances | 2017-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 16 |
Number of participants with account balances | 2016-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 16 |
Number of participants with account balances | 2015-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
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 | 4 |
Total of all active and inactive participants | 2014-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 16 |
Number of participants with account balances | 2014-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 16 |
Number of participants with account balances | 2013-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
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 | 1 |
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 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 14 |
Number of participants with account balances | 2010-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
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 | 7 |
Total of all active and inactive participants | 2009-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 17 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $558,229 |
Expenses. Total of all expenses incurred | 2017-12-31 | $661,656 |
Benefits paid (including direct rollovers) | 2017-12-31 | $652,424 |
Total plan assets at end of year | 2017-12-31 | $2,868,681 |
Total plan assets at beginning of year | 2017-12-31 | $2,972,108 |
Value of fidelity bond covering the plan | 2017-12-31 | $325,000 |
Total contributions received or receivable from participants | 2017-12-31 | $108,461 |
Other income received | 2017-12-31 | $278,130 |
Net income (gross income less expenses) | 2017-12-31 | $-103,427 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,868,681 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,972,108 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $171,638 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $9,232 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $411,378 |
Expenses. Total of all expenses incurred | 2016-12-31 | $93,931 |
Benefits paid (including direct rollovers) | 2016-12-31 | $81,243 |
Total plan assets at end of year | 2016-12-31 | $2,972,108 |
Total plan assets at beginning of year | 2016-12-31 | $2,654,661 |
Value of fidelity bond covering the plan | 2016-12-31 | $750,000 |
Total contributions received or receivable from participants | 2016-12-31 | $90,600 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $167,965 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $317,447 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,972,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,654,661 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $168,350 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $152,813 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,688 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $191,876 |
Expenses. Total of all expenses incurred | 2015-12-31 | $489,571 |
Benefits paid (including direct rollovers) | 2015-12-31 | $478,083 |
Total plan assets at end of year | 2015-12-31 | $2,654,661 |
Total plan assets at beginning of year | 2015-12-31 | $2,952,356 |
Value of fidelity bond covering the plan | 2015-12-31 | $750,000 |
Total contributions received or receivable from participants | 2015-12-31 | $68,100 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-29,778 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-297,695 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,654,661 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,952,356 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $193,920 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $153,554 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,488 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $308,989 |
Expenses. Total of all expenses incurred | 2014-12-31 | $535,210 |
Benefits paid (including direct rollovers) | 2014-12-31 | $519,756 |
Total plan assets at end of year | 2014-12-31 | $2,952,356 |
Total plan assets at beginning of year | 2014-12-31 | $3,178,577 |
Value of fidelity bond covering the plan | 2014-12-31 | $750,000 |
Total contributions received or receivable from participants | 2014-12-31 | $85,762 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $59,372 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-226,221 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,952,356 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,178,577 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $193,920 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $163,855 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $15,454 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $172,775 |
Expenses. Total of all expenses incurred | 2013-12-31 | $69,839 |
Benefits paid (including direct rollovers) | 2013-12-31 | $58,900 |
Total plan assets at end of year | 2013-12-31 | $3,178,577 |
Total plan assets at beginning of year | 2013-12-31 | $3,075,641 |
Value of fidelity bond covering the plan | 2013-12-31 | $750,000 |
Total contributions received or receivable from participants | 2013-12-31 | $85,898 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $-76,725 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $102,936 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,178,577 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,075,641 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $293,920 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $163,602 |
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 | $10,939 |
2012 : BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $377,613 |
Expenses. Total of all expenses incurred | 2012-12-31 | $109,457 |
Benefits paid (including direct rollovers) | 2012-12-31 | $101,505 |
Total plan assets at end of year | 2012-12-31 | $3,075,391 |
Total plan assets at beginning of year | 2012-12-31 | $2,807,235 |
Value of fidelity bond covering the plan | 2012-12-31 | $650,000 |
Total contributions received or receivable from participants | 2012-12-31 | $98,530 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $123,418 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $268,156 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,075,391 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,807,235 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $395,840 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $310,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $155,665 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,952 |
2011 : BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $183,175 |
Expenses. Total of all expenses incurred | 2011-12-31 | $64,916 |
Benefits paid (including direct rollovers) | 2011-12-31 | $57,473 |
Total plan assets at end of year | 2011-12-31 | $2,807,235 |
Total plan assets at beginning of year | 2011-12-31 | $2,688,976 |
Value of fidelity bond covering the plan | 2011-12-31 | $650,000 |
Total contributions received or receivable from participants | 2011-12-31 | $88,750 |
Other income received | 2011-12-31 | $-54,807 |
Net income (gross income less expenses) | 2011-12-31 | $118,259 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,807,235 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,688,976 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $293,800 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $313,500 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $149,232 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,443 |
2010 : BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $378,542 |
Expenses. Total of all expenses incurred | 2010-12-31 | $105,723 |
Benefits paid (including direct rollovers) | 2010-12-31 | $105,723 |
Total plan assets at end of year | 2010-12-31 | $2,688,976 |
Total plan assets at beginning of year | 2010-12-31 | $2,416,157 |
Value of fidelity bond covering the plan | 2010-12-31 | $650,000 |
Total contributions received or receivable from participants | 2010-12-31 | $86,761 |
Other income received | 2010-12-31 | $154,951 |
Net income (gross income less expenses) | 2010-12-31 | $272,819 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,688,976 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,416,157 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $287,778 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $345,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $136,830 |
2009 : BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2017: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2014 form 5500 responses |
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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: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2013 form 5500 responses |
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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: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
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: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2011 form 5500 responses |
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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 |
2010: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BEARDSLEY, JENSEN & LEE, PROF. L.L.C. 401(K) PLAN 2009 form 5500 responses |
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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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |