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BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 401k Plan overview

Plan NameBODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN
Plan identification number 002

BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BODEN STORE FIXTURES, INC. ABN BODEN ALEXANDER has sponsored the creation of one or more 401k plans.

Company Name:BODEN STORE FIXTURES, INC. ABN BODEN ALEXANDER
Employer identification number (EIN):930515737
NAIC Classification:321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BEN BODEN2023-06-14
0022021-01-01BEN BODEN2022-07-26
0022020-01-01BEN BODEN2021-03-05
0022019-01-01BEN BODEN2020-07-02
0022018-01-01ROSALIE AYERS2019-04-22
0022017-01-01ROSALIE AYERS2018-04-05
0022016-01-01ROSALIE AYERS2017-07-06
0022015-01-01ROSALIE AYERS2016-08-04
0022014-01-01ROSALIE AYERS
0022013-01-01ROSALIE AYERS
0022012-01-01ROSALIE AYERS
0022011-01-01ROSALIE AYERS
0022009-01-01AIMEE BODEN

Plan Statistics for BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN

401k plan membership statisitcs for BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN

Measure Date Value
2014: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01191
Total number of active participants reported on line 7a of the Form 55002014-01-0153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0183
Number of participants with account balances2014-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01179
Total number of active participants reported on line 7a of the Form 55002013-01-01128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01191
Number of participants with account balances2013-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01179
Number of participants with account balances2012-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01186
Number of participants with account balances2011-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01222
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01204
Number of participants with account balances2009-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN

Measure Date Value
2014 : BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$2,705,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,603
Total income from all sources (including contributions)2014-12-31$737,357
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$262,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$235,751
Value of total corrective distributions2014-12-31$15,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$306,576
Value of total assets at end of year2014-12-31$4,792,765
Value of total assets at beginning of year2014-12-31$7,020,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,016
Total interest from all sources2014-12-31$2,850
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$186,930
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$12,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$474,687
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,776,862
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,007,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,764,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,117,748
Interest earned on other investments2014-12-31$2,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$829,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$427,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$117,046
Employer contributions (assets) at end of year2014-12-31$28,192
Employer contributions (assets) at beginning of year2014-12-31$72,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$235,751
Contract administrator fees2014-12-31$11,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SHERMAN, YOUNG & ASSOCIATES, PC
Accountancy firm EIN2014-12-31930956770
2013 : BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,183
Total income from all sources (including contributions)2013-12-31$1,519,568
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$505,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$498,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$334,471
Value of total assets at end of year2013-12-31$7,020,355
Value of total assets at beginning of year2013-12-31$6,011,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,630
Total interest from all sources2013-12-31$9,629
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$166,548
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$1,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$12,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$18,183
Administrative expenses (other) incurred2013-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,014,479
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,007,752
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,993,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,117,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,975,872
Interest earned on other investments2013-12-31$9,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$829,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,175,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31Yes
Contributions received in cash from employer2013-12-31$167,923
Employer contributions (assets) at end of year2013-12-31$72,962
Employer contributions (assets) at beginning of year2013-12-31$33,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$498,459
Contract administrator fees2013-12-31$6,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SHERMAN, YOUNG & ASSOCIATES
Accountancy firm EIN2013-12-31930956770
2012 : BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,676
Total income from all sources (including contributions)2012-12-31$1,024,480
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,104,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,104,207
Expenses. Certain deemed distributions of participant loans2012-12-31$639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$261,541
Value of total assets at end of year2012-12-31$6,011,456
Value of total assets at beginning of year2012-12-31$6,089,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$129,072
Participant contributions at end of year2012-12-31$1,870
Participant contributions at beginning of year2012-12-31$5,364
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$18,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-80,366
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,993,273
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,073,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,975,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,053,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$762,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31Yes
Contributions received in cash from employer2012-12-31$126,760
Employer contributions (assets) at end of year2012-12-31$33,714
Employer contributions (assets) at beginning of year2012-12-31$30,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,104,207
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SHERMAN, YOUNG & ASSOCIATES
Accountancy firm EIN2012-12-31930956770
2011 : BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,422
Total income from all sources (including contributions)2011-12-31$161,580
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$350,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$350,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$241,240
Value of total assets at end of year2011-12-31$6,089,315
Value of total assets at beginning of year2011-12-31$6,274,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$-89
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$425,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$128,838
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$685
Participant contributions at end of year2011-12-31$5,364
Participant contributions at beginning of year2011-12-31$4,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$95
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$12,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-188,464
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,073,639
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,262,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,053,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,143,583
Interest on participant loans2011-12-31$-89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-79,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31Yes
Contributions received in cash from employer2011-12-31$112,402
Employer contributions (assets) at end of year2011-12-31$30,200
Employer contributions (assets) at beginning of year2011-12-31$125,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$350,044
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SHERMAN, YOUNG & ASSOCIATES
Accountancy firm EIN2011-12-31930956770
2010 : BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,385
Total income from all sources (including contributions)2010-12-31$1,035,374
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$206,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$206,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$483,064
Value of total assets at end of year2010-12-31$6,274,525
Value of total assets at beginning of year2010-12-31$5,446,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$213
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$425,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$163,354
Participant contributions at end of year2010-12-31$685
Participant contributions at beginning of year2010-12-31$2,838
Participant contributions at end of year2010-12-31$4,752
Participant contributions at beginning of year2010-12-31$10,427
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$95
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$95
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$12,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$828,536
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,262,103
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,433,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,143,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,356,749
Interest on participant loans2010-12-31$213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$552,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$319,655
Employer contributions (assets) at end of year2010-12-31$125,410
Employer contributions (assets) at beginning of year2010-12-31$76,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$206,838
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DILORENZO & COMPANY
Accountancy firm EIN2010-12-31930889357
2009 : BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT 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 BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN

2014: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT 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
2009: BODEN STORE FIXTURES PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335280-01
Policy instance 1
Insurance contract or identification number335280-01
Number of Individuals Covered24
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,809
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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 $5,809
Insurance broker organization code?3
Insurance broker nameJED SCHLANGER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811721
Policy instance 2
Insurance contract or identification number811721
Number of Individuals Covered62
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,490
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $22,490
Insurance broker organization code?3
Insurance broker nameUMPQUA INVESTMENTS, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335280-01
Policy instance 1
Insurance contract or identification number335280-01
Number of Individuals Covered75
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,743
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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 $1,743
Insurance broker organization code?3
Insurance broker nameJED SCHLANGER

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