401k Plan data: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN plan

BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 401k Plan overview

Plan Name	BROWN FAMILY ORTHODONTICS, LLC 401K PLAN
Plan identification number	001

BROWN FAMILY ORTHODONTICS, LLC 401K 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
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.
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

BROWN FAMILY ORTHODONTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BROWN FAMILY ORTHODONTICS, LLC

Employer identification number (EIN): 562385099

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN FAMILY ORTHODONTICS, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 EDWARD BROWN 2022-10-11
001 2020-01-01 EDWARD BROWN 2021-10-15
001 2019-01-01 EDWARD BROWN 2020-09-28
001 2018-01-01 EDWARD BROWN 2019-10-09
001 2017-01-01 EDWARD BROWN 2018-09-12
001 2016-01-01 EDWARD BROWN 2017-08-01
001 2015-01-01 EDWARD BROWN 2016-08-10
001 2014-01-01 EDWARD BROWN 2015-10-12
001 2013-01-01 EDWARD BROWN
001 2012-01-01 EDWARD BROWN
001 2011-01-01 EDWARD BROWN
001 2009-01-01 EDWARD BROWN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	EDWARD BROWN	2022-10-11
001	2020-01-01	EDWARD BROWN	2021-10-15
001	2019-01-01	EDWARD BROWN	2020-09-28
001	2018-01-01	EDWARD BROWN	2019-10-09
001	2017-01-01	EDWARD BROWN	2018-09-12
001	2016-01-01	EDWARD BROWN	2017-08-01
001	2015-01-01	EDWARD BROWN	2016-08-10
001	2014-01-01	EDWARD BROWN	2015-10-12
001	2013-01-01	EDWARD BROWN
001	2012-01-01	EDWARD BROWN
001	2011-01-01	EDWARD BROWN
001	2009-01-01	EDWARD BROWN

Plan Statistics for BROWN FAMILY ORTHODONTICS, LLC 401K PLAN

401k plan membership statisitcs for BROWN FAMILY ORTHODONTICS, LLC 401K PLAN

Measure Date Value
2013: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 22
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 14
2012: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 21
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 14
2011: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	22
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	14
2012: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	21
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	14
2011: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BROWN FAMILY ORTHODONTICS, LLC 401K PLAN

Measure	Date	Value
2013 : BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$89,936
Expenses. Total of all expenses incurred	2013-12-31	$93,413
Benefits paid (including direct rollovers)	2013-12-31	$91,927
Total plan assets at end of year	2013-12-31	$634,686
Total plan assets at beginning of year	2013-12-31	$638,163
Total contributions received or receivable from participants	2013-12-31	$49,542
Other income received	2013-12-31	$23,095
Net income (gross income less expenses)	2013-12-31	$-3,477
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$634,686
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$638,163
Total contributions received or receivable from employer(s)	2013-12-31	$17,299
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,486
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$96,737
Total plan assets at end of year	2012-12-31	$638,163
Total plan assets at beginning of year	2012-12-31	$541,426
Total contributions received or receivable from participants	2012-12-31	$52,629
Other income received	2012-12-31	$25,966
Net income (gross income less expenses)	2012-12-31	$96,737
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$638,163
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$541,426
Total contributions received or receivable from employer(s)	2012-12-31	$18,142
2011 : BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$61,141
Expenses. Total of all expenses incurred	2011-12-31	$4
Total plan assets at end of year	2011-12-31	$541,426
Total plan assets at beginning of year	2011-12-31	$480,289
Total contributions received or receivable from participants	2011-12-31	$41,885
Other income received	2011-12-31	$5,607
Net income (gross income less expenses)	2011-12-31	$61,137
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$541,426
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$480,289
Total contributions received or receivable from employer(s)	2011-12-31	$13,649
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4
2010 : BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$82,777
Expenses. Total of all expenses incurred	2010-12-31	$26
Total plan assets at end of year	2010-12-31	$480,289
Total plan assets at beginning of year	2010-12-31	$397,538
Total contributions received or receivable from participants	2010-12-31	$41,320
Other income received	2010-12-31	$28,068
Net income (gross income less expenses)	2010-12-31	$82,751
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$480,289
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$397,538
Total contributions received or receivable from employer(s)	2010-12-31	$13,389
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$26

Form 5500 Responses for BROWN FAMILY ORTHODONTICS, LLC 401K PLAN

2013: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BROWN FAMILY ORTHODONTICS, LLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BROWN FAMILY ORTHODONTICS, LLC
Employer identification number (EIN):	562385099
NAIC Classification:	621210
NAIC Description:	Offices of Dentists