401k Plan data: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN plan

ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBERT BRYANT & 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.
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

ROBERT BRYANT & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT BRYANT & COMPANY, INC.

Employer identification number (EIN): 952660402

NAIC Classification: 448310
NAIC Description: Jewelry Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT BRYANT & 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 2022-10-01 DOUG KATERS, FOR SBPC, INC. 2024-05-28
001 2021-10-01 DOUG KATERS, FOR SBPC, INC. 2023-07-12
001 2020-10-01 DOUG KATERS, FOR SBPC, INC. 2022-06-20
001 2019-10-01 DOUG KATERS, FOR SBPC, INC. 2020-12-14
001 2018-10-01 DOUG KATERS, FOR SBPC, INC. 2019-11-14
001 2017-10-01 DOUG KATERS, FOR SBPC, INC. 2019-06-25
001 2016-10-01 DOUG KATERS, FOR SBPC, INC. 2018-05-29
001 2015-10-01 DOUG KATERS, FOR SBPC, INC. 2017-02-23
001 2014-10-01 DOUG KATERS, FOR SBPC, INC. 2016-07-13
001 2013-10-01 DOUG KATERS, FOR SBPC, INC. 2015-02-10
001 2012-10-01 DOUG KATERS, FOR SBPC, INC
001 2011-10-01 DOUG KATERS
001 2009-10-01 DOUG KATERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-10-01	DOUG KATERS, FOR SBPC, INC.	2024-05-28
001	2021-10-01	DOUG KATERS, FOR SBPC, INC.	2023-07-12
001	2020-10-01	DOUG KATERS, FOR SBPC, INC.	2022-06-20
001	2019-10-01	DOUG KATERS, FOR SBPC, INC.	2020-12-14
001	2018-10-01	DOUG KATERS, FOR SBPC, INC.	2019-11-14
001	2017-10-01	DOUG KATERS, FOR SBPC, INC.	2019-06-25
001	2016-10-01	DOUG KATERS, FOR SBPC, INC.	2018-05-29
001	2015-10-01	DOUG KATERS, FOR SBPC, INC.	2017-02-23
001	2014-10-01	DOUG KATERS, FOR SBPC, INC.	2016-07-13
001	2013-10-01	DOUG KATERS, FOR SBPC, INC.	2015-02-10
001	2012-10-01	DOUG KATERS, FOR SBPC, INC
001	2011-10-01	DOUG KATERS
001	2009-10-01	DOUG KATERS

Plan Statistics for ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 10
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 1
Total of all active and inactive participants 2012-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 11
Number of participants with account balances 2012-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 10
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 1
Total of all active and inactive participants 2011-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 11
Number of participants with account balances 2011-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 9
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 3
Total of all active and inactive participants 2009-10-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 12
Number of participants with account balances 2009-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2012: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	10
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	1
Total of all active and inactive participants	2012-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	11
Number of participants with account balances	2012-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	10
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	1
Total of all active and inactive participants	2011-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	11
Number of participants with account balances	2011-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	9
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	3
Total of all active and inactive participants	2009-10-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	12
Number of participants with account balances	2009-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-09-30	$0
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$561,145
Expenses. Total of all expenses incurred	2013-09-30	$1,662,849
Benefits paid (including direct rollovers)	2013-09-30	$1,652,029
Total plan assets at end of year	2013-09-30	$2,300,958
Total plan assets at beginning of year	2013-09-30	$3,402,662
Value of fidelity bond covering the plan	2013-09-30	$230,000
Total contributions received or receivable from participants	2013-09-30	$44,800
Expenses. Other expenses not covered elsewhere	2013-09-30	$0
Contributions received from other sources (not participants or employers)	2013-09-30	$32,796
Other income received	2013-09-30	$467,644
Noncash contributions received	2013-09-30	$0
Net income (gross income less expenses)	2013-09-30	$-1,101,704
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$2,300,958
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$3,402,662
Assets. Value of participant loans	2013-09-30	$7,950
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$0
Total contributions received or receivable from employer(s)	2013-09-30	$15,905
Value of certain deemed distributions of participant loans	2013-09-30	$0
Value of corrective distributions	2013-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$10,820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-09-30	$0
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$710,859
Expenses. Total of all expenses incurred	2012-09-30	$81,415
Benefits paid (including direct rollovers)	2012-09-30	$71,705
Total plan assets at end of year	2012-09-30	$3,402,662
Total plan assets at beginning of year	2012-09-30	$2,773,218
Total contributions received or receivable from participants	2012-09-30	$52,350
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$592,621
Noncash contributions received	2012-09-30	$0
Net income (gross income less expenses)	2012-09-30	$629,444
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$3,402,662
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$2,773,218
Assets. Value of participant loans	2012-09-30	$12,927
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$3,829
Total contributions received or receivable from employer(s)	2012-09-30	$65,888
Value of certain deemed distributions of participant loans	2012-09-30	$0
Value of corrective distributions	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$9,710
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-09-30	$0
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$-60,992
Expenses. Total of all expenses incurred	2011-09-30	$134,996
Benefits paid (including direct rollovers)	2011-09-30	$125,025
Total plan assets at end of year	2011-09-30	$2,773,218
Total plan assets at beginning of year	2011-09-30	$2,969,206
Total contributions received or receivable from participants	2011-09-30	$53,755
Expenses. Other expenses not covered elsewhere	2011-09-30	$0
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$-188,392
Noncash contributions received	2011-09-30	$0
Net income (gross income less expenses)	2011-09-30	$-195,988
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$2,773,218
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,969,206
Assets. Value of participant loans	2011-09-30	$8,937
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$4,999
Total contributions received or receivable from employer(s)	2011-09-30	$73,645
Value of certain deemed distributions of participant loans	2011-09-30	$0
Value of corrective distributions	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$9,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN

2012: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT BRYANT & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT BRYANT & COMPANY, INC.
Employer identification number (EIN):	952660402
NAIC Classification:	448310
NAIC Description:	Jewelry Stores