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BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST
Plan identification number 001

BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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

BELL INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BELL INDUSTRIES, INC.
Employer identification number (EIN):952039211
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about BELL INDUSTRIES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1995-08-03
Company Identification Number: 0010592506
Legal Registered Office Address: 4400 W 96TH ST

INDIANAPOLIS
United States of America (USA)
46268

More information about BELL INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMI HALL
0012016-01-01KATHLEEN GILMORE
0012015-01-01KATHLEEN GILMORE
0012014-01-01KATHLEEN GILMORE
0012013-01-01KATHLEEN GILMORE
0012012-01-01KATHLEEN GILMORE
0012011-01-01KATHLEEN GILMORE
0012010-01-01BRENT D SCHOOLCRAFT
0012009-01-01BRENT D. SCHOOLCRAFT BRENT D. SCHOOLCRAFT2010-07-29

Plan Statistics for BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01552
Total number of active participants reported on line 7a of the Form 55002022-01-01267
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01151
Total of all active and inactive participants2022-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01421
Number of participants with account balances2022-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0149
2021: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01677
Total number of active participants reported on line 7a of the Form 55002021-01-01393
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01157
Total of all active and inactive participants2021-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01551
Number of participants with account balances2021-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01764
Total number of active participants reported on line 7a of the Form 55002020-01-01650
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01672
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01850
Total number of active participants reported on line 7a of the Form 55002019-01-01601
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01139
Total of all active and inactive participants2019-01-01740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01741
Number of participants with account balances2019-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01760
Total number of active participants reported on line 7a of the Form 55002018-01-01700
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01149
Total of all active and inactive participants2018-01-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01850
Number of participants with account balances2018-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01904
Total number of active participants reported on line 7a of the Form 55002017-01-01610
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01150
Total of all active and inactive participants2017-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01760
Number of participants with account balances2017-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,007
Total number of active participants reported on line 7a of the Form 55002016-01-01675
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01218
Total of all active and inactive participants2016-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01904
Number of participants with account balances2016-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01966
Total number of active participants reported on line 7a of the Form 55002015-01-01782
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01206
Total of all active and inactive participants2015-01-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01988
Number of participants with account balances2015-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,061
Total number of active participants reported on line 7a of the Form 55002014-01-01709
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01231
Total of all active and inactive participants2014-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01941
Number of participants with account balances2014-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01970
Total number of active participants reported on line 7a of the Form 55002013-01-01767
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01259
Total of all active and inactive participants2013-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,026
Number of participants with account balances2013-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01953
Total number of active participants reported on line 7a of the Form 55002012-01-01698
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01272
Total of all active and inactive participants2012-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01970
Number of participants with account balances2012-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01989
Total number of active participants reported on line 7a of the Form 55002011-01-01661
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01286
Total of all active and inactive participants2011-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01953
Number of participants with account balances2011-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01967
Total number of active participants reported on line 7a of the Form 55002010-01-01662
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-01320
Total of all active and inactive participants2010-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01989
Number of participants with account balances2010-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01998
Total number of active participants reported on line 7a of the Form 55002009-01-01605
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01352
Total of all active and inactive participants2009-01-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01965
Number of participants with account balances2009-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,211,852
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$845,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$745,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,891,165
Value of total assets at end of year2022-12-31$16,072,730
Value of total assets at beginning of year2022-12-31$18,129,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,096
Total interest from all sources2022-12-31$18,405
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$702,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$702,326
Administrative expenses professional fees incurred2022-12-31$47,755
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,302,153
Participant contributions at end of year2022-12-31$82,378
Participant contributions at beginning of year2022-12-31$56,109
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$393,831
Other income not declared elsewhere2022-12-31$492
Total non interest bearing cash at end of year2022-12-31$15,117
Total non interest bearing cash at beginning of year2022-12-31$10,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,057,227
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,072,730
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,129,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$52,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,686,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,719,418
Interest on participant loans2022-12-31$4,523
Interest earned on other investments2022-12-31$13,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,288,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,344,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,824,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$195,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$745,279
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,748,322
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,536,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,445,027
Value of total corrective distributions2021-12-31$20,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,076,408
Value of total assets at end of year2021-12-31$18,129,957
Value of total assets at beginning of year2021-12-31$17,917,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,781
Total interest from all sources2021-12-31$18,684
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,199,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,199,814
Administrative expenses professional fees incurred2021-12-31$43,281
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$976,341
Participant contributions at end of year2021-12-31$56,109
Participant contributions at beginning of year2021-12-31$157,007
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,153
Other income not declared elsewhere2021-12-31$2,535
Total non interest bearing cash at end of year2021-12-31$10,051
Total non interest bearing cash at beginning of year2021-12-31$6,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$212,315
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,129,957
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,917,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,719,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,327,607
Interest on participant loans2021-12-31$4,820
Interest earned on other investments2021-12-31$13,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,344,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,426,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,450,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$97,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,445,027
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,629,451
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,399,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,332,821
Value of total corrective distributions2020-12-31$810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,165,031
Value of total assets at end of year2020-12-31$17,917,642
Value of total assets at beginning of year2020-12-31$15,687,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,520
Total interest from all sources2020-12-31$33,734
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$645,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$645,168
Administrative expenses professional fees incurred2020-12-31$38,020
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$954,409
Participant contributions at end of year2020-12-31$157,007
Participant contributions at beginning of year2020-12-31$125,722
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$117,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$27,040
Other income not declared elsewhere2020-12-31$1,180
Total non interest bearing cash at end of year2020-12-31$6,982
Total non interest bearing cash at beginning of year2020-12-31$3,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,230,300
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,917,642
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,687,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,327,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,062,735
Interest on participant loans2020-12-31$7,916
Interest earned on other investments2020-12-31$25,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,426,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,468,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,784,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$93,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,332,821
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,783,137
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,277,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,199,308
Value of total corrective distributions2019-12-31$8,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$860,374
Value of total assets at end of year2019-12-31$15,687,342
Value of total assets at beginning of year2019-12-31$13,181,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,776
Total interest from all sources2019-12-31$39,259
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$253,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$253,825
Administrative expenses professional fees incurred2019-12-31$39,776
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$793,314
Participant contributions at end of year2019-12-31$125,722
Participant contributions at beginning of year2019-12-31$166,489
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$725
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$27,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$19,055
Other income not declared elsewhere2019-12-31$532
Administrative expenses (other) incurred2019-12-31$30,000
Total non interest bearing cash at end of year2019-12-31$3,412
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,506,053
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,687,342
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,181,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,062,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,323,016
Interest on participant loans2019-12-31$7,678
Interest earned on other investments2019-12-31$31,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,468,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,672,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,629,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$66,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,199,308
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VICHOW KRAUSE LLP
Accountancy firm EIN2019-12-31390859910
2018 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$103,544
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,817,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,721,901
Value of total corrective distributions2018-12-31$13,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$954,804
Value of total assets at end of year2018-12-31$13,181,289
Value of total assets at beginning of year2018-12-31$14,895,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,005
Total interest from all sources2018-12-31$36,287
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$219,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$219,796
Administrative expenses professional fees incurred2018-12-31$53,437
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$726,195
Participant contributions at end of year2018-12-31$166,489
Participant contributions at beginning of year2018-12-31$127,684
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$160,440
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$19,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$413
Other income not declared elsewhere2018-12-31$2,012
Administrative expenses (other) incurred2018-12-31$28,568
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,714,029
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,181,289
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,895,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,323,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,592,382
Interest on participant loans2018-12-31$7,168
Interest earned on other investments2018-12-31$29,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,672,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,174,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,109,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$68,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,721,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VICHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,318,161
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,689,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,614,380
Value of total corrective distributions2017-12-31$35,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,200,849
Value of total assets at end of year2017-12-31$14,895,318
Value of total assets at beginning of year2017-12-31$13,266,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,240
Total interest from all sources2017-12-31$8,447
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$530,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$530,273
Administrative expenses professional fees incurred2017-12-31$15,016
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$658,443
Participant contributions at end of year2017-12-31$127,684
Participant contributions at beginning of year2017-12-31$176,033
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$475,998
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$20
Administrative expenses (other) incurred2017-12-31$2,959
Total non interest bearing cash at end of year2017-12-31$20
Total non interest bearing cash at beginning of year2017-12-31$130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,628,754
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,895,318
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,266,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$21,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,592,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,168,865
Interest on participant loans2017-12-31$6,568
Interest earned on other investments2017-12-31$1,879
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$2,921,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,174,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,481,491
Net investment gain or loss from common/collective trusts2017-12-31$97,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$66,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,614,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2017-12-31752919818
2016 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,719,987
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,723,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,532,032
Expenses. Certain deemed distributions of participant loans2016-12-31$25,285
Value of total corrective distributions2016-12-31$64,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$751,946
Value of total assets at end of year2016-12-31$13,266,564
Value of total assets at beginning of year2016-12-31$14,269,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,800
Total interest from all sources2016-12-31$9,064
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$290,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$290,436
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$652,825
Participant contributions at end of year2016-12-31$176,033
Participant contributions at beginning of year2016-12-31$228,579
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$5,563
Administrative expenses (other) incurred2016-12-31$101,800
Total non interest bearing cash at end of year2016-12-31$130
Total non interest bearing cash at beginning of year2016-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-1,003,143
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,266,564
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,269,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,168,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,364,441
Interest on participant loans2016-12-31$9,064
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,921,536
Value of interest in common/collective trusts at beginning of year2016-12-31$2,706,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$-30,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$-30,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$472,110
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$190,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$66,338
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,532,032
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2016-12-31752919818
2015 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$758,769
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,672,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,588,164
Expenses. Certain deemed distributions of participant loans2015-12-31$13,234
Value of total corrective distributions2015-12-31$34,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$624,219
Value of total assets at end of year2015-12-31$14,269,707
Value of total assets at beginning of year2015-12-31$16,183,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,704
Total interest from all sources2015-12-31$-832
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$738,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$738,738
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$595,764
Participant contributions at end of year2015-12-31$228,579
Participant contributions at beginning of year2015-12-31$136,470
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,455
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$6,697
Administrative expenses (other) incurred2015-12-31$36,704
Total non interest bearing cash at end of year2015-12-31$60
Total non interest bearing cash at beginning of year2015-12-31$245
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-1,913,751
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,269,707
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,183,458
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,364,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,797,232
Interest on participant loans2015-12-31$5,977
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$2,706,664
Value of interest in common/collective trusts at beginning of year2015-12-31$2,861,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$-30,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$387,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$387,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-6,809
Asset value of US Government securities at end of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-624,417
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$14,364
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Contributions received in cash from employer2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,588,164
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2015-12-31752919818
2014 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,835,013
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,776,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,683,877
Expenses. Certain deemed distributions of participant loans2014-12-31$25,183
Value of total corrective distributions2014-12-31$26,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$807,309
Value of total assets at end of year2014-12-31$16,183,458
Value of total assets at beginning of year2014-12-31$18,124,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,746
Total interest from all sources2014-12-31$6,545
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,418,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,418,391
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$679,126
Participant contributions at end of year2014-12-31$136,470
Participant contributions at beginning of year2014-12-31$163,047
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$64,147
Other income not declared elsewhere2014-12-31$4,519
Administrative expenses (other) incurred2014-12-31$40,746
Total non interest bearing cash at end of year2014-12-31$245
Total non interest bearing cash at beginning of year2014-12-31$295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,941,309
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,183,458
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,124,767
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$12,797,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,270,892
Interest on participant loans2014-12-31$6,545
Value of interest in common/collective trusts at end of year2014-12-31$2,861,617
Value of interest in common/collective trusts at beginning of year2014-12-31$3,658,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$387,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$32,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$32,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-507,959
Net investment gain or loss from common/collective trusts2014-12-31$106,208
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$64,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,683,877
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 name2014-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2014-12-31752919818
2013 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,121,430
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,834,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,751,615
Expenses. Certain deemed distributions of participant loans2013-12-31$40,094
Value of total corrective distributions2013-12-31$15,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$761,403
Value of total assets at end of year2013-12-31$18,124,767
Value of total assets at beginning of year2013-12-31$15,837,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,630
Total interest from all sources2013-12-31$6,319
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$844,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$844,544
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$626,302
Participant contributions at end of year2013-12-31$163,047
Participant contributions at beginning of year2013-12-31$131,225
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$67,537
Other income not declared elsewhere2013-12-31$2,209
Administrative expenses (other) incurred2013-12-31$26,630
Total non interest bearing cash at end of year2013-12-31$295
Total non interest bearing cash at beginning of year2013-12-31$415
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$2,287,237
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,124,767
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,837,530
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$14,270,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,610,187
Interest on participant loans2013-12-31$6,319
Value of interest in common/collective trusts at end of year2013-12-31$3,658,529
Value of interest in common/collective trusts at beginning of year2013-12-31$3,088,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$32,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,274,154
Net investment gain or loss from common/collective trusts2013-12-31$232,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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 plan2013-12-31No
Contributions received in cash from employer2013-12-31$67,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,751,615
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 name2013-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2013-12-31752919818
2012 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$75
Total unrealized appreciation/depreciation of assets2012-12-31$75
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,315,367
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,124,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,079,965
Expenses. Certain deemed distributions of participant loans2012-12-31$5,760
Value of total corrective distributions2012-12-31$12,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$594,493
Value of total assets at end of year2012-12-31$15,837,530
Value of total assets at beginning of year2012-12-31$14,646,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,447
Total interest from all sources2012-12-31$6,065
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$362,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$362,300
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$535,735
Participant contributions at end of year2012-12-31$131,225
Participant contributions at beginning of year2012-12-31$156,563
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,434
Other income not declared elsewhere2012-12-31$2,089
Administrative expenses (other) incurred2012-12-31$26,447
Total non interest bearing cash at end of year2012-12-31$415
Total non interest bearing cash at beginning of year2012-12-31$6,400
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$1,191,081
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,837,530
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,646,449
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$12,610,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,160,840
Interest on participant loans2012-12-31$6,065
Value of interest in common/collective trusts at end of year2012-12-31$3,088,894
Value of interest in common/collective trusts at beginning of year2012-12-31$3,315,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,266,996
Net investment gain or loss from common/collective trusts2012-12-31$83,349
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 plan2012-12-31No
Contributions received in cash from employer2012-12-31$56,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,079,965
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 name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$320,997
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,863,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,781,049
Expenses. Certain deemed distributions of participant loans2011-12-31$29,584
Value of total corrective distributions2011-12-31$10,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$742,639
Value of total assets at end of year2011-12-31$14,646,449
Value of total assets at beginning of year2011-12-31$16,189,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,186
Total interest from all sources2011-12-31$8,582
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$222,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$222,245
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$496,668
Participant contributions at end of year2011-12-31$156,563
Participant contributions at beginning of year2011-12-31$198,839
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$207,891
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$2,425
Administrative expenses (other) incurred2011-12-31$43,186
Total non interest bearing cash at end of year2011-12-31$6,400
Total non interest bearing cash at beginning of year2011-12-31$4,015
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-1,542,822
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,646,449
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,189,271
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,160,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,494,119
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$8,580
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$3,315,838
Value of interest in common/collective trusts at beginning of year2011-12-31$3,485,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-735,615
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$80,721
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 plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$38,080
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,781,049
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,948,402
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,632,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,594,029
Expenses. Certain deemed distributions of participant loans2010-12-31$13,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$494,728
Value of total assets at end of year2010-12-31$16,189,271
Value of total assets at beginning of year2010-12-31$15,873,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,897
Total interest from all sources2010-12-31$10,495
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$227,500
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$5,000,000
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$478,651
Participant contributions at end of year2010-12-31$198,839
Participant contributions at beginning of year2010-12-31$194,295
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,077
Other income not declared elsewhere2010-12-31$1,239
Administrative expenses (other) incurred2010-12-31$24,897
Total non interest bearing cash at end of year2010-12-31$4,015
Total non interest bearing cash at beginning of year2010-12-31$2,783
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$316,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,189,271
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,873,047
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$12,494,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,930,860
Interest on participant loans2010-12-31$10,484
Value of interest in common/collective trusts at end of year2010-12-31$3,485,492
Value of interest in common/collective trusts at beginning of year2010-12-31$3,738,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$999,503
Net investment gain or loss from common/collective trusts2010-12-31$214,937
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
Income. Dividends from common stock2010-12-31$227,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,594,029
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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 BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST

2022: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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
2010: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BELL INDUSTRIES SAVINGS AND PROFIT SHARING PLAN AND TRUST 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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00155
Policy instance 1
Insurance contract or identification numberR00155
Number of Individuals Covered121
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00155
Policy instance 1
Insurance contract or identification numberR00155
Number of Individuals Covered124
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00155
Policy instance 1
Insurance contract or identification numberR00155
Number of Individuals Covered154
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00155
Policy instance 1
Insurance contract or identification numberR00155
Number of Individuals Covered170
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00155
Policy instance 1
Insurance contract or identification numberR00155
Number of Individuals Covered196
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00155
Policy instance 1
Insurance contract or identification numberR00155
Number of Individuals Covered238
Insurance policy start date2017-12-18
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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

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