401k Plan data: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN plan

BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BROWN AND COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: BROWN AND COMPANY, INC.

Employer identification number (EIN): 421566594

NAIC Classification: 523900

Additional information about BROWN AND COMPANY, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2003-01-01

Company Identification Number: 20021363423

Legal Registered Office Address: 250 Fillmore St Unit 475

Denver
United States of America (USA)
80206

More information about BROWN AND COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARK R BROWN 2024-10-05 MARK R BROWN 2024-10-05
002 2022-01-01 MARK R BROWN 2023-10-12 MARK R BROWN 2023-10-12
002 2021-01-01 MARK R BROWN 2022-10-14 MARK R BROWN 2022-10-14
002 2020-01-01 MARK R BROWN 2021-10-13 MARK R BROWN 2021-10-13
002 2019-01-01 MARK R BROWN 2020-10-13 MARK R BROWN 2020-10-13
002 2018-01-01 MARK R BROWN 2019-10-09 MARK R BROWN 2019-10-09
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 MARK R. BROWN MARK R. BROWN 2013-10-14
002 2011-01-01 EMILY STRUNK ERPA 000777 2012-10-12 EMILY STRUNK ERPA 000777 2012-10-12
002 2010-01-01 MARK R. BROWN, CFP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MARK R BROWN	2024-10-05	MARK R BROWN	2024-10-05
002	2022-01-01	MARK R BROWN	2023-10-12	MARK R BROWN	2023-10-12
002	2021-01-01	MARK R BROWN	2022-10-14	MARK R BROWN	2022-10-14
002	2020-01-01	MARK R BROWN	2021-10-13	MARK R BROWN	2021-10-13
002	2019-01-01	MARK R BROWN	2020-10-13	MARK R BROWN	2020-10-13
002	2018-01-01	MARK R BROWN	2019-10-09	MARK R BROWN	2019-10-09
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	MARK R. BROWN		MARK R. BROWN	2013-10-14
002	2011-01-01	EMILY STRUNK ERPA 000777	2012-10-12	EMILY STRUNK ERPA 000777	2012-10-12
002	2010-01-01	MARK R. BROWN, CFP

Plan Statistics for BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 9
Number of participants with account balances 2023-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6

Measure	Date	Value
2023: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	9
Number of participants with account balances	2023-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6

Financial Data on BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,009,085
Expenses. Total of all expenses incurred	2023-12-31	$100,911
Benefits paid (including direct rollovers)	2023-12-31	$100,000
Total plan assets at end of year	2023-12-31	$5,510,655
Total plan assets at beginning of year	2023-12-31	$3,602,481
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$98,572
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,797,262
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,908,174
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,510,655
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,602,481
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$159,707
Total contributions received or receivable from employer(s)	2023-12-31	$113,251
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$911
2022 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,261,896
Expenses. Total of all expenses incurred	2022-12-31	$154,718
Benefits paid (including direct rollovers)	2022-12-31	$153,835
Total plan assets at end of year	2022-12-31	$3,602,481
Total plan assets at beginning of year	2022-12-31	$5,019,095
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$77,954
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,422,729
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,416,614
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,602,481
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,019,095
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$420,490
Total contributions received or receivable from employer(s)	2022-12-31	$82,879
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$883
2021 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,306,435
Expenses. Total of all expenses incurred	2021-12-31	$615,805
Benefits paid (including direct rollovers)	2021-12-31	$605,211
Total plan assets at end of year	2021-12-31	$5,019,095
Total plan assets at beginning of year	2021-12-31	$4,328,465
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$105,450
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,104,209
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$690,630
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,019,095
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,328,465
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$425,521
Total contributions received or receivable from employer(s)	2021-12-31	$96,776
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$10,575
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$19
2020 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$988,230
Expenses. Total of all expenses incurred	2020-12-31	$293,789
Benefits paid (including direct rollovers)	2020-12-31	$293,088
Total plan assets at end of year	2020-12-31	$4,328,465
Total plan assets at beginning of year	2020-12-31	$3,634,024
Value of fidelity bond covering the plan	2020-12-31	$204,000
Total contributions received or receivable from participants	2020-12-31	$100,774
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$785,167
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$694,441
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,328,465
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,634,024
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$335,980
Total contributions received or receivable from employer(s)	2020-12-31	$102,289
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$701
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$621,769
Expenses. Total of all expenses incurred	2019-12-31	$22,142
Benefits paid (including direct rollovers)	2019-12-31	$22,022
Total plan assets at end of year	2019-12-31	$3,634,024
Total plan assets at beginning of year	2019-12-31	$3,034,397
Value of fidelity bond covering the plan	2019-12-31	$204,000
Total contributions received or receivable from participants	2019-12-31	$85,205
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$438,142
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$599,627
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,634,024
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,034,397
Assets. Value of participant loans	2019-12-31	$27,419
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$273,440
Total contributions received or receivable from employer(s)	2019-12-31	$98,422
Value of certain deemed distributions of participant loans	2019-12-31	$120
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$23,005
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$88,414
Expenses. Total of all expenses incurred	2018-12-31	$23,392
Benefits paid (including direct rollovers)	2018-12-31	$23,347
Total plan assets at end of year	2018-12-31	$3,034,397
Total plan assets at beginning of year	2018-12-31	$2,946,370
Value of fidelity bond covering the plan	2018-12-31	$204,000
Total contributions received or receivable from participants	2018-12-31	$71,817
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-79,140
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$65,022
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,034,397
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,946,370
Assets. Value of participant loans	2018-12-31	$38,407
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$238,502
Total contributions received or receivable from employer(s)	2018-12-31	$95,737
Value of certain deemed distributions of participant loans	2018-12-31	$45
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$650,510
Expenses. Total of all expenses incurred	2017-12-31	$1,155
Benefits paid (including direct rollovers)	2017-12-31	$581
Total plan assets at end of year	2017-12-31	$2,946,370
Total plan assets at beginning of year	2017-12-31	$2,297,015
Value of fidelity bond covering the plan	2017-12-31	$204,000
Total contributions received or receivable from participants	2017-12-31	$62,932
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$509,353
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$649,355
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,946,370
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,297,015
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$224,088
Total contributions received or receivable from employer(s)	2017-12-31	$78,225
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$574
2016 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$605,727
Expenses. Total of all expenses incurred	2016-12-31	$58,059
Benefits paid (including direct rollovers)	2016-12-31	$57,098
Total plan assets at end of year	2016-12-31	$2,297,015
Total plan assets at beginning of year	2016-12-31	$1,749,347
Value of fidelity bond covering the plan	2016-12-31	$204,000
Total contributions received or receivable from participants	2016-12-31	$71,228
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$134,628
Other income received	2016-12-31	$331,042
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$547,668
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,297,015
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,749,347
Assets. Value of participant loans	2016-12-31	$33,844
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$96,187
Total contributions received or receivable from employer(s)	2016-12-31	$68,829
Value of certain deemed distributions of participant loans	2016-12-31	$961
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$65,295
Expenses. Total of all expenses incurred	2015-12-31	$228,623
Benefits paid (including direct rollovers)	2015-12-31	$228,623
Total plan assets at end of year	2015-12-31	$1,749,347
Total plan assets at beginning of year	2015-12-31	$1,912,675
Value of fidelity bond covering the plan	2015-12-31	$204,000
Total contributions received or receivable from participants	2015-12-31	$70,221
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-79,066
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-163,328
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,749,347
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,912,675
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$116,261
Total contributions received or receivable from employer(s)	2015-12-31	$74,140
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$126,987
Expenses. Total of all expenses incurred	2014-12-31	$25
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,912,675
Total plan assets at beginning of year	2014-12-31	$1,785,713
Value of fidelity bond covering the plan	2014-12-31	$204,000
Total contributions received or receivable from participants	2014-12-31	$67,982
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-12,982
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$126,962
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,912,675
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,785,713
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$47,947
Total contributions received or receivable from employer(s)	2014-12-31	$71,987
Value of certain deemed distributions of participant loans	2014-12-31	$25
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$527,283
Expenses. Total of all expenses incurred	2013-12-31	$87,055
Benefits paid (including direct rollovers)	2013-12-31	$86,810
Total plan assets at end of year	2013-12-31	$1,785,713
Total plan assets at beginning of year	2013-12-31	$1,345,485
Value of fidelity bond covering the plan	2013-12-31	$204,000
Total contributions received or receivable from participants	2013-12-31	$53,516
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$414,315
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$440,228
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,785,713
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,345,485
Assets. Value of participant loans	2013-12-31	$7,513
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$128,018
Total contributions received or receivable from employer(s)	2013-12-31	$59,452
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$245
2012 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$251,412
Expenses. Total of all expenses incurred	2012-12-31	$120,012
Benefits paid (including direct rollovers)	2012-12-31	$119,547
Total plan assets at end of year	2012-12-31	$1,345,485
Total plan assets at beginning of year	2012-12-31	$1,214,085
Value of fidelity bond covering the plan	2012-12-31	$204,000
Total contributions received or receivable from participants	2012-12-31	$65,374
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$124,865
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$131,400
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,345,485
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,214,085
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$84,405
Total contributions received or receivable from employer(s)	2012-12-31	$61,173
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$465
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2010 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$313,726
Expenses. Total of all expenses incurred	2010-12-31	$25
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,108,929
Total plan assets at beginning of year	2010-12-31	$795,228
Value of fidelity bond covering the plan	2010-12-31	$204,000
Total contributions received or receivable from participants	2010-12-31	$66,539
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$185,559
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$313,701
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,108,929
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$795,228
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$40,544
Total contributions received or receivable from employer(s)	2010-12-31	$61,628
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25