BLUESTONE & HOCKLEY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2017: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 47 |
| 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 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 54 |
| Number of participants with account balances | 2017-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
| Total of all active and inactive participants | 2016-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 50 |
| Number of participants with account balances | 2016-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 47 |
| Number of participants with account balances | 2015-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 55 |
| 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 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 60 |
| 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 | 0 |
| 2013: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
| 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 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 32 |
| Number of participants with account balances | 2013-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $72,087 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $47,864 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $45,102 |
| Total plan assets at end of year | 2017-12-31 | $168,481 |
| Total plan assets at beginning of year | 2017-12-31 | $144,258 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $42,455 |
| Other income received | 2017-12-31 | $29,632 |
| Net income (gross income less expenses) | 2017-12-31 | $24,223 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $168,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $144,258 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,762 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| 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 | $61,192 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $13,020 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $11,020 |
| Total plan assets at end of year | 2016-12-31 | $144,258 |
| Total plan assets at beginning of year | 2016-12-31 | $96,086 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $30,318 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $23,866 |
| Other income received | 2016-12-31 | $7,008 |
| Net income (gross income less expenses) | 2016-12-31 | $48,172 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $144,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $96,086 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| 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 | $47,116 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,885 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,122 |
| Total plan assets at end of year | 2015-12-31 | $96,086 |
| Total plan assets at beginning of year | 2015-12-31 | $50,855 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $41,572 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $6,276 |
| Other income received | 2015-12-31 | $-732 |
| Net income (gross income less expenses) | 2015-12-31 | $45,231 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $96,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $50,855 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $763 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| 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 | $30,406 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,472 |
| Total plan assets at end of year | 2014-12-31 | $50,855 |
| Total plan assets at beginning of year | 2014-12-31 | $21,921 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $28,572 |
| Other income received | 2014-12-31 | $1,834 |
| Net income (gross income less expenses) | 2014-12-31 | $28,934 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $50,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $21,921 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,472 |
| 2013 : BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $22,521 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $600 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $491 |
| Total plan assets at end of year | 2013-12-31 | $21,921 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $20,472 |
| Other income received | 2013-12-31 | $2,049 |
| Net income (gross income less expenses) | 2013-12-31 | $21,921 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $21,921 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $109 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2017: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 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: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 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: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 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: BLUESTONE & HOCKLEY 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
