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BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameBRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN
Plan identification number 002

BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

BRYN MAWR CAPITAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRYN MAWR CAPITAL MANAGEMENT, INC.
Employer identification number (EIN):232653008
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01STEPHEN WALSH2023-10-02
0022021-01-01STEPHEN WALSH2022-10-07
0022020-01-01STEPHEN WALSH2021-09-10
0022019-01-01STEPHEN WALSH2020-06-26
0022018-01-01STEPHEN WALSH2019-10-07
0022017-01-01STEPHEN WALSH2018-10-12
0022016-01-01
0022015-01-01STEPHEN WALSH
0022014-01-01STEPHEN WALSH STEPHEN WALSH2015-07-27
0022013-01-01MATTHEW KOGAN MATTHEW KOGAN2014-07-21
0022012-01-01MATTHEW KOGAN MATTHEW KOGAN2013-07-31
0022011-01-01MATTHEW KOGAN
0022009-01-01 MATTHEW KOGAN2010-07-29
0022009-01-01MATTHEW KOGAN

Plan Statistics for BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

Measure Date Value
2016: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0129
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0129
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0129
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0129
Total participants2014-01-0129
Number of participants with account balances2014-01-0129
2013: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0129
Total participants2013-01-0129
Number of participants with account balances2013-01-0129
2012: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0130
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0129
Total participants2012-01-0129
Number of participants with account balances2012-01-0129
2011: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0130
Total participants2011-01-0130
Number of participants with account balances2011-01-0130
2009: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0127
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

Measure Date Value
2016 : BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$699,249
Expenses. Total of all expenses incurred2016-12-31$20,448,895
Benefits paid (including direct rollovers)2016-12-31$20,447,872
Total plan assets at end of year2016-12-31$8
Total plan assets at beginning of year2016-12-31$19,749,654
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$78,627
Other income received2016-12-31$481,123
Net income (gross income less expenses)2016-12-31$-19,749,646
Net plan assets at end of year (total assets less liabilities)2016-12-31$8
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$19,749,654
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$139,499
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$211,483
Expenses. Total of all expenses incurred2015-12-31$1,410,792
Benefits paid (including direct rollovers)2015-12-31$1,410,792
Total plan assets at end of year2015-12-31$19,749,654
Total plan assets at beginning of year2015-12-31$20,948,963
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$220,782
Other income received2015-12-31$-119,742
Net income (gross income less expenses)2015-12-31$-1,199,309
Net plan assets at end of year (total assets less liabilities)2015-12-31$19,749,654
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$20,948,963
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,504,032
Total contributions received or receivable from employer(s)2015-12-31$110,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$71,083
Expenses. Total of all expenses incurred2014-12-31$8,100
Benefits paid (including direct rollovers)2014-12-31$8,100
Total plan assets at end of year2014-12-31$20,948,963
Total plan assets at beginning of year2014-12-31$20,885,980
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$71,083
Net income (gross income less expenses)2014-12-31$62,983
Net plan assets at end of year (total assets less liabilities)2014-12-31$20,948,963
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$20,885,980
Assets. Value of assets in partnership/joint-venture interests2014-12-31$20,009,690
2013 : BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,545,635
Expenses. Total of all expenses incurred2013-12-31$583,204
Benefits paid (including direct rollovers)2013-12-31$583,204
Total plan assets at end of year2013-12-31$20,885,980
Total plan assets at beginning of year2013-12-31$19,923,549
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$366,224
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$962,431
Net plan assets at end of year (total assets less liabilities)2013-12-31$20,885,980
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$19,923,549
Assets. Value of assets in partnership/joint-venture interests2013-12-31$19,428,445
Total contributions received or receivable from employer(s)2013-12-31$1,179,411
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$3,107,783
Expenses. Total of all expenses incurred2012-12-31$4,269
Benefits paid (including direct rollovers)2012-12-31$4,269
Total plan assets at end of year2012-12-31$19,923,549
Total plan assets at beginning of year2012-12-31$16,820,035
Value of fidelity bond covering the plan2012-12-31$500,000
Contributions received from other sources (not participants or employers)2012-12-31$70,339
Other income received2012-12-31$1,876,291
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$3,103,514
Net plan assets at end of year (total assets less liabilities)2012-12-31$19,923,549
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$16,820,035
Assets. Value of assets in partnership/joint-venture interests2012-12-31$18,535,229
Total contributions received or receivable from employer(s)2012-12-31$1,161,153
2011 : BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$1,784,709
Expenses. Total of all expenses incurred2011-12-31$673,165
Benefits paid (including direct rollovers)2011-12-31$673,165
Total plan assets at end of year2011-12-31$16,820,035
Total plan assets at beginning of year2011-12-31$15,708,491
Value of fidelity bond covering the plan2011-12-31$500,000
Contributions received from other sources (not participants or employers)2011-12-31$190,700
Other income received2011-12-31$491,069
Net income (gross income less expenses)2011-12-31$1,111,544
Net plan assets at end of year (total assets less liabilities)2011-12-31$16,820,035
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$15,708,491
Assets. Value of assets in partnership/joint-venture interests2011-12-31$15,517,779
Total contributions received or receivable from employer(s)2011-12-31$1,102,940
2010 : BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$1,294,539
Total income from all sources2010-12-31$2,992,447
Expenses. Total of all expenses incurred2010-12-31$5,130,308
Benefits paid (including direct rollovers)2010-12-31$5,130,308
Total plan assets at end of year2010-12-31$15,708,491
Total plan assets at beginning of year2010-12-31$19,140,891
Value of fidelity bond covering the plan2010-12-31$500,000
Contributions received from other sources (not participants or employers)2010-12-31$384,075
Other income received2010-12-31$1,524,005
Net income (gross income less expenses)2010-12-31$-2,137,861
Net plan assets at end of year (total assets less liabilities)2010-12-31$15,708,491
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$17,846,352
Assets. Value of assets in partnership/joint-venture interests2010-12-31$14,063,783
Total contributions received or receivable from employer(s)2010-12-31$1,084,367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$4,915,307
2009 : BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$1,186,619

Form 5500 Responses for BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

2016: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 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: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 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: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRYN MAWR CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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