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RICHARD BAGDASARIAN, INC 401k Plan overview

Plan NameRICHARD BAGDASARIAN, INC
Plan identification number 502

RICHARD BAGDASARIAN, INC Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Vision

401k Sponsoring company profile

RICHARD BAGDASARIAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD BAGDASARIAN, INC.
Employer identification number (EIN):951976410
NAIC Classification:111300
NAIC Description:Fruit and Tree Nut Farming

Additional information about RICHARD BAGDASARIAN, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1958-03-17
Company Identification Number: C0351890
Legal Registered Office Address: 65-500 Lincoln St

Mecca
United States of America (USA)
92254

More information about RICHARD BAGDASARIAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD BAGDASARIAN, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022019-01-01BOBBIE BOZICK2020-03-03 BOBBIE BOZICK2020-03-03
5022018-01-01
5022017-01-01
5022016-01-01MARSCINIA ROBINSON
5022015-01-01MARSCINIA ROBINSON
5022014-02-01MARSCINIA ROBINSON
5022013-02-01MARSCINIA ROBINSON
5022012-02-01MARSCINIA ROBINSON
5022011-02-01MARSCINIA ROBINSON
5022009-02-01BOBBIE BOZICK

Plan Statistics for RICHARD BAGDASARIAN, INC

401k plan membership statisitcs for RICHARD BAGDASARIAN, INC

Measure Date Value
2019: RICHARD BAGDASARIAN, INC 2019 401k membership
Total participants, beginning-of-year2019-01-01203
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Total of all active and inactive participants2019-01-01128
2018: RICHARD BAGDASARIAN, INC 2018 401k membership
Total participants, beginning-of-year2018-01-01239
Total number of active participants reported on line 7a of the Form 55002018-01-01190
Total of all active and inactive participants2018-01-01190
2017: RICHARD BAGDASARIAN, INC 2017 401k membership
Total participants, beginning-of-year2017-01-01211
Total number of active participants reported on line 7a of the Form 55002017-01-01214
Total of all active and inactive participants2017-01-01214
2016: RICHARD BAGDASARIAN, INC 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01196
2015: RICHARD BAGDASARIAN, INC 2015 401k membership
Total participants, beginning-of-year2015-01-01495
Total number of active participants reported on line 7a of the Form 55002015-01-01236
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01236
2014: RICHARD BAGDASARIAN, INC 2014 401k membership
Total participants, beginning-of-year2014-02-01871
Total number of active participants reported on line 7a of the Form 55002014-02-01495
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-01495
2013: RICHARD BAGDASARIAN, INC 2013 401k membership
Total participants, beginning-of-year2013-02-01918
Total number of active participants reported on line 7a of the Form 55002013-02-01871
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-01871
2012: RICHARD BAGDASARIAN, INC 2012 401k membership
Total participants, beginning-of-year2012-02-011,007
Total number of active participants reported on line 7a of the Form 55002012-02-01806
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-01806
2011: RICHARD BAGDASARIAN, INC 2011 401k membership
Total participants, beginning-of-year2011-02-011,088
Total number of active participants reported on line 7a of the Form 55002011-02-01576
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-01576
2009: RICHARD BAGDASARIAN, INC 2009 401k membership
Total participants, beginning-of-year2009-02-01897
Total number of active participants reported on line 7a of the Form 55002009-02-01640
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-01640

Financial Data on RICHARD BAGDASARIAN, INC

Measure Date Value
2015 : RICHARD BAGDASARIAN, INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$49,132
Total income from all sources (including contributions)2015-12-31$147,222
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$155,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$109,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$147,222
Value of total assets at end of year2015-12-31$11,540
Value of total assets at beginning of year2015-12-31$59,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,062
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,300
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,063
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$303
Liabilities. Value of operating payables at end of year2015-12-31$8,526
Liabilities. Value of operating payables at beginning of year2015-12-31$14,287
Total non interest bearing cash at end of year2015-12-31$11,054
Total non interest bearing cash at beginning of year2015-12-31$24,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,006
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,528
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$51,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$137,856
Employer contributions (assets) at end of year2015-12-31$486
Employer contributions (assets) at beginning of year2015-12-31$34,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$57,223
Contract administrator fees2015-12-31$41,762
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$486
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$34,845
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KCOE ISOM, LLP
Accountancy firm EIN2015-12-31480567703
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$49,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$67,574
Total income from all sources (including contributions)2015-01-31$634,811
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$625,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$485,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$634,811
Value of total assets at end of year2015-01-31$59,666
Value of total assets at beginning of year2015-01-31$68,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$139,568
Total interest from all sources2015-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Administrative expenses professional fees incurred2015-01-31$2,050
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$30,000
If this is an individual account plan, was there a blackout period2015-01-31No
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$18,655
Income. Received or receivable in cash from other sources (including rollovers)2015-01-31$15,990
Liabilities. Value of operating payables at end of year2015-01-31$14,287
Liabilities. Value of operating payables at beginning of year2015-01-31$25,581
Total non interest bearing cash at end of year2015-01-31$24,821
Total non interest bearing cash at beginning of year2015-01-31$26,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$9,408
Value of net assets at end of year (total assets less liabilities)2015-01-31$10,534
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$1,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Expenses. Payments to insurance carriers foe the provision of benefits2015-01-31$300,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$600,166
Employer contributions (assets) at end of year2015-01-31$34,845
Employer contributions (assets) at beginning of year2015-01-31$41,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$185,641
Contract administrator fees2015-01-31$137,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-01-31No
Liabilities. Value of benefit claims payable at end of year2015-01-31$34,845
Liabilities. Value of benefit claims payable at beginning of year2015-01-31$41,993
Did the plan have assets held for investment2015-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31No
Opinion of an independent qualified public accountant for this plan2015-01-31Unqualified
Accountancy firm name2015-01-31KCOE ISOM, LLP
Accountancy firm EIN2015-01-31480567703
2014 : RICHARD BAGDASARIAN, INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$67,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$88,163
Total income from all sources (including contributions)2014-01-31$560,093
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$560,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$418,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$560,093
Value of total assets at end of year2014-01-31$68,700
Value of total assets at beginning of year2014-01-31$89,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$141,705
Total interest from all sources2014-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Administrative expenses professional fees incurred2014-01-31$1,650
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$30,000
If this is an individual account plan, was there a blackout period2014-01-31No
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$18,323
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$567
Liabilities. Value of operating payables at end of year2014-01-31$25,581
Liabilities. Value of operating payables at beginning of year2014-01-31$23,443
Total non interest bearing cash at end of year2014-01-31$26,707
Total non interest bearing cash at beginning of year2014-01-31$25,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$-593
Value of net assets at end of year (total assets less liabilities)2014-01-31$1,126
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$1,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Expenses. Payments to insurance carriers foe the provision of benefits2014-01-31$271,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$541,203
Employer contributions (assets) at end of year2014-01-31$41,993
Employer contributions (assets) at beginning of year2014-01-31$64,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$147,582
Contract administrator fees2014-01-31$140,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-01-31No
Liabilities. Value of benefit claims payable at end of year2014-01-31$41,993
Liabilities. Value of benefit claims payable at beginning of year2014-01-31$64,720
Did the plan have assets held for investment2014-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31STOUGHTON DAVIDSON ACCOUNTANCY
Accountancy firm EIN2014-01-31942248751
2013 : RICHARD BAGDASARIAN, INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$88,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$46,094
Total income from all sources (including contributions)2013-01-31$494,033
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$494,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$377,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$494,033
Value of total assets at end of year2013-01-31$89,882
Value of total assets at beginning of year2013-01-31$47,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$116,406
Total interest from all sources2013-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Administrative expenses professional fees incurred2013-01-31$298
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$30,000
If this is an individual account plan, was there a blackout period2013-01-31No
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$21,028
Income. Received or receivable in cash from other sources (including rollovers)2013-01-31$1,399
Liabilities. Value of operating payables at end of year2013-01-31$23,443
Liabilities. Value of operating payables at beginning of year2013-01-31$17,160
Total non interest bearing cash at end of year2013-01-31$25,162
Total non interest bearing cash at beginning of year2013-01-31$18,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$-93
Value of net assets at end of year (total assets less liabilities)2013-01-31$1,719
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$1,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-31$230,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$471,606
Employer contributions (assets) at end of year2013-01-31$64,720
Employer contributions (assets) at beginning of year2013-01-31$28,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$147,410
Contract administrator fees2013-01-31$116,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-01-31No
Liabilities. Value of benefit claims payable at end of year2013-01-31$64,720
Liabilities. Value of benefit claims payable at beginning of year2013-01-31$28,934
Did the plan have assets held for investment2013-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31STOUGHTON DAVIDSON ACCOUNTANCY
Accountancy firm EIN2013-01-31942248751
2012 : RICHARD BAGDASARIAN, INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$46,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$26,672
Total income from all sources (including contributions)2012-01-31$539,630
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$539,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$409,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$539,630
Value of total assets at end of year2012-01-31$47,906
Value of total assets at beginning of year2012-01-31$28,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$129,195
Total interest from all sources2012-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Administrative expenses professional fees incurred2012-01-31$1,765
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$30,000
If this is an individual account plan, was there a blackout period2012-01-31No
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$16,197
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$2,098
Liabilities. Value of operating payables at end of year2012-01-31$17,160
Liabilities. Value of operating payables at beginning of year2012-01-31$15,146
Total non interest bearing cash at end of year2012-01-31$18,972
Total non interest bearing cash at beginning of year2012-01-31$16,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$458
Value of net assets at end of year (total assets less liabilities)2012-01-31$1,812
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$1,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-31$255,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$521,335
Employer contributions (assets) at end of year2012-01-31$28,934
Employer contributions (assets) at beginning of year2012-01-31$11,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$154,467
Contract administrator fees2012-01-31$127,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31No
Liabilities. Value of benefit claims payable at end of year2012-01-31$28,934
Liabilities. Value of benefit claims payable at beginning of year2012-01-31$11,526
Did the plan have assets held for investment2012-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31FOREST MCQUEEN CERTIFIED PUBLIC ACC
Accountancy firm EIN2012-01-31941724730
2011 : RICHARD BAGDASARIAN, INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$26,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$43,968
Total income from all sources (including contributions)2011-01-31$519,268
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$518,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$145,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$519,268
Value of total assets at end of year2011-01-31$28,026
Value of total assets at beginning of year2011-01-31$44,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$373,476
Total interest from all sources2011-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Administrative expenses professional fees incurred2011-01-31$1,650
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$30,000
If this is an individual account plan, was there a blackout period2011-01-31No
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$15,463
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$2,343
Administrative expenses (other) incurred2011-01-31$247,641
Liabilities. Value of operating payables at end of year2011-01-31$15,146
Liabilities. Value of operating payables at beginning of year2011-01-31$19,163
Total non interest bearing cash at end of year2011-01-31$16,500
Total non interest bearing cash at beginning of year2011-01-31$20,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$485
Value of net assets at end of year (total assets less liabilities)2011-01-31$1,354
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-31$9,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$501,462
Employer contributions (assets) at end of year2011-01-31$11,526
Employer contributions (assets) at beginning of year2011-01-31$24,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$135,399
Contract administrator fees2011-01-31$124,185
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Liabilities. Value of benefit claims payable at end of year2011-01-31$11,526
Liabilities. Value of benefit claims payable at beginning of year2011-01-31$24,805
Did the plan have assets held for investment2011-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31FOREST MCQUEEN CERTIFIED PUBLIC ACC
Accountancy firm EIN2011-01-31941724730

Form 5500 Responses for RICHARD BAGDASARIAN, INC

2019: RICHARD BAGDASARIAN, INC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: RICHARD BAGDASARIAN, INC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: RICHARD BAGDASARIAN, INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: RICHARD BAGDASARIAN, INC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: RICHARD BAGDASARIAN, INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD BAGDASARIAN, INC 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: RICHARD BAGDASARIAN, INC 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: RICHARD BAGDASARIAN, INC 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: RICHARD BAGDASARIAN, INC 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes
2009: RICHARD BAGDASARIAN, INC 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGLUG 77G5
Policy instance 1
Insurance contract or identification numberGLUG 77G5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,939
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $1,454
Insurance broker organization code?0
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGLUG 77G5
Policy instance 1
Insurance contract or identification numberGLUG 77G5
Number of Individuals Covered190
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,324
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $1,743
Insurance broker organization code?0
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGLUG 77G5
Policy instance 1
Insurance contract or identification numberGLUG 77G5
Number of Individuals Covered214
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,923
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $2,192
Insurance broker organization code?0
Insurance broker nameSMITH BOMAN & ASSOCIATES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGLUG 77G5
Policy instance 1
Insurance contract or identification numberGLUG 77G5
Number of Individuals Covered236
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,839
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 BenefitYes
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
Commission paid to Insurance BrokerUSD $1,888
Insurance broker organization code?0
Insurance broker namePAN AMERICAN UNDERWRITERS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGLUG 77G5
Policy instance 1
Insurance contract or identification numberGLUG 77G5
Number of Individuals Covered495
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $10,088
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 BenefitYes
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
Commission paid to Insurance BrokerUSD $7,566
Insurance broker organization code?0
Insurance broker namePAN AMERICAN UNDERWRITERS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGLUG 77G5
Policy instance 1
Insurance contract or identification numberGLUG 77G5
Number of Individuals Covered871
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $10,610
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 BenefitYes
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
Commission paid to Insurance BrokerUSD $7,958
Insurance broker organization code?0
Insurance broker namePAN AMERICAN UNDERWRITERS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGLUG 77G5
Policy instance 1
Insurance contract or identification numberGLUG 77G5
Number of Individuals Covered806
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $8,893
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 BenefitYes
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
Commission paid to Insurance BrokerUSD $6,670
Insurance broker organization code?0
Insurance broker namePAN AMERICAN UNDERWRITERS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGLUG 77G5
Policy instance 1
Insurance contract or identification numberGLUG 77G5
Number of Individuals Covered576
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $9,922
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 BenefitYes
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGLUG 77G5
Policy instance 1
Insurance contract or identification numberGLUG 77G5
Number of Individuals Covered509
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $9,908
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 BenefitYes
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

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