401k Plan data: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN plan

THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE CRAIG BROWN COMPANY, 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: THE CRAIG BROWN COMPANY, INC.

Employer identification number (EIN): 943125112

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 CRAIG E. BROWN 2015-07-13
001 2013-01-01 CRAIG E. BROWN CRAIG E. BROWN 2014-06-13
001 2012-08-01 CRAIG E. BROWN CRAIG E. BROWN 2013-06-17
001 2011-08-01 CRAIG E BROWN CRAIG E. BROWN 2012-12-18
001 2009-08-01 CRAIG E BROWN CRAIG E. BROWN 2010-12-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	CRAIG E. BROWN	2015-07-13
001	2013-01-01	CRAIG E. BROWN		CRAIG E. BROWN	2014-06-13
001	2012-08-01	CRAIG E. BROWN		CRAIG E. BROWN	2013-06-17
001	2011-08-01	CRAIG E BROWN		CRAIG E. BROWN	2012-12-18
001	2009-08-01	CRAIG E BROWN		CRAIG E. BROWN	2010-12-14

Plan Statistics for THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 8
Number of retired or separated participants receiving benefits 2012-08-01 0
Number of other retired or separated participants entitled to future benefits 2012-08-01 0
Total of all active and inactive participants 2012-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 8
Number of participants with account balances 2012-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 8
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 0
Total of all active and inactive participants 2011-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 8
Number of participants with account balances 2011-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 0
2009: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 8
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 1
Total of all active and inactive participants 2009-08-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 9
Number of participants with account balances 2009-08-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2013: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	8
Number of retired or separated participants receiving benefits	2012-08-01	0
Number of other retired or separated participants entitled to future benefits	2012-08-01	0
Total of all active and inactive participants	2012-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	8
Number of participants with account balances	2012-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	8
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	0
Total of all active and inactive participants	2011-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	8
Number of participants with account balances	2011-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	0
2009: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	8
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	1
Total of all active and inactive participants	2009-08-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	9
Number of participants with account balances	2009-08-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : THE CRAIG BROWN COMPANY, 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	$592,489
Expenses. Total of all expenses incurred	2013-12-31	$29,987
Benefits paid (including direct rollovers)	2013-12-31	$8,221
Total plan assets at end of year	2013-12-31	$3,062,100
Total plan assets at beginning of year	2013-12-31	$2,499,598
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$21,766
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$442,489
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$562,502
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,062,100
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,499,598
Assets. Value of participant loans	2013-12-31	$43,051
Total contributions received or receivable from employer(s)	2013-12-31	$150,000
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
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	$119,767
Expenses. Total of all expenses incurred	2012-12-31	$5,032
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,499,598
Total plan assets at beginning of year	2012-12-31	$2,384,863
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,032
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$89,767
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$114,735
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,499,598
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,384,863
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
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	$0
Transfers to/from the plan	2012-07-31	$0
Total plan liabilities at end of year	2012-07-31	$0
Total plan liabilities at beginning of year	2012-07-31	$0
Total income from all sources	2012-07-31	$389,711
Expenses. Total of all expenses incurred	2012-07-31	$124,111
Benefits paid (including direct rollovers)	2012-07-31	$104,960
Total plan assets at end of year	2012-07-31	$2,384,863
Total plan assets at beginning of year	2012-07-31	$2,119,263
Value of fidelity bond covering the plan	2012-07-31	$100,000
Total contributions received or receivable from participants	2012-07-31	$0
Expenses. Other expenses not covered elsewhere	2012-07-31	$19,151
Contributions received from other sources (not participants or employers)	2012-07-31	$0
Other income received	2012-07-31	$189,711
Noncash contributions received	2012-07-31	$0
Net income (gross income less expenses)	2012-07-31	$265,600
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$2,384,863
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$2,119,263
Total contributions received or receivable from employer(s)	2012-07-31	$200,000
Value of certain deemed distributions of participant loans	2012-07-31	$0
Value of corrective distributions	2012-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-07-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-31	$0
2011 : THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-07-31	$0
Total plan liabilities at end of year	2011-07-31	$0
Total plan liabilities at beginning of year	2011-07-31	$0
Total income from all sources	2011-07-31	$546,008
Expenses. Total of all expenses incurred	2011-07-31	$66,222
Benefits paid (including direct rollovers)	2011-07-31	$49,645
Total plan assets at end of year	2011-07-31	$2,119,263
Total plan assets at beginning of year	2011-07-31	$1,639,477
Value of fidelity bond covering the plan	2011-07-31	$100,000
Total contributions received or receivable from participants	2011-07-31	$0
Expenses. Other expenses not covered elsewhere	2011-07-31	$16,577
Contributions received from other sources (not participants or employers)	2011-07-31	$0
Other income received	2011-07-31	$336,008
Noncash contributions received	2011-07-31	$0
Net income (gross income less expenses)	2011-07-31	$479,786
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$2,119,263
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$1,639,477
Total contributions received or receivable from employer(s)	2011-07-31	$210,000
Value of certain deemed distributions of participant loans	2011-07-31	$0
Value of corrective distributions	2011-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-07-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0

Form 5500 Responses for THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN

2013: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: THE CRAIG BROWN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE CRAIG BROWN COMPANY, INC.
Employer identification number (EIN):	943125112
NAIC Classification:	238900