ROBERT BRAND & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT BRANDT & ASSOCIATES, INC. 41K RETIREMENT & SAVINGS PLAN
401k plan membership statisitcs for ROBERT BRANDT & ASSOCIATES, INC. 41K RETIREMENT & SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2008: ROBERT BRANDT & ASSOCIATES, INC. 41K RETIREMENT & SAVINGS PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 8 |
| Total of all active and inactive participants | 2008-01-01 | 8 |
| Total participants | 2008-01-01 | 8 |
| Number of participants with account balances | 2008-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| 2007: ROBERT BRANDT & ASSOCIATES, INC. 41K RETIREMENT & SAVINGS PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 9 |
| Total of all active and inactive participants | 2007-01-01 | 9 |
| Total participants | 2007-01-01 | 9 |
| Number of participants with account balances | 2007-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2010 : ROBERT BRANDT & ASSOCIATES, INC. 41K RETIREMENT & SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $234,756 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $45,981 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $45,956 |
| Total plan assets at end of year | 2010-12-31 | $1,263,552 |
| Total plan assets at beginning of year | 2010-12-31 | $1,074,777 |
| Total contributions received or receivable from participants | 2010-12-31 | $22,060 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $25 |
| Other income received | 2010-12-31 | $212,696 |
| Net income (gross income less expenses) | 2010-12-31 | $188,775 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,263,552 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,074,777 |
| 2008 : ROBERT BRANDT & ASSOCIATES, INC. 41K RETIREMENT & SAVINGS PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-172,586 |
| Total plan assets at end of year | 2008-12-31 | $1,047,116 |
| Total plan assets at beginning of year | 2008-12-31 | $1,263,552 |
| Total contributions received or receivable from participants | 2008-12-31 | $20,957 |
| Other income received | 2008-12-31 | $-193,543 |
| Net income (gross income less expenses) | 2008-12-31 | $-172,586 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $1,047,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $1,263,552 |
| 2007 : ROBERT BRANDT & ASSOCIATES, INC. 41K RETIREMENT & SAVINGS PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $234,756 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $45,981 |
| Benefits paid (including direct rollovers) | 2007-12-31 | $45,956 |
| Total plan assets at end of year | 2007-12-31 | $1,263,552 |
| Total plan assets at beginning of year | 2007-12-31 | $1,074,777 |
| Total contributions received or receivable from participants | 2007-12-31 | $22,060 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $25 |
| Other income received | 2007-12-31 | $212,696 |
| Net income (gross income less expenses) | 2007-12-31 | $188,775 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $1,263,552 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $1,074,777 |
| 2008: ROBERT BRANDT & ASSOCIATES, INC. 41K RETIREMENT & SAVINGS PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | First time form 5500 has been submitted | Yes |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: ROBERT BRANDT & ASSOCIATES, INC. 41K RETIREMENT & SAVINGS PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
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