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CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameCLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN
Plan identification number 001

CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined 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

CLIFFORD & BROWN, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CLIFFORD & BROWN, A PROFESSIONAL CORPORATION
Employer identification number (EIN):953287321
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about CLIFFORD & BROWN, A PROFESSIONAL CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1978-09-11
Company Identification Number: C0873173
Legal Registered Office Address: 1430 Truxtun Ave Ste 900

Bakersfield
United States of America (USA)
93301

More information about CLIFFORD & BROWN, A PROFESSIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01PATRICK OSBORN
0012017-01-01STEPHEN CLIFFORD
0012016-01-01STEPHEN CLIFFORD
0012015-01-01STEPHEN CLIFFORD
0012014-01-01STEPHEN CLIFFORD
0012013-01-01STEPHEN CLIFFORD
0012012-01-01STEPHEN CLIFFORD
0012011-01-01CLIFFORD BROWN
0012010-01-01CLIFFORD BROWN
0012009-01-01CLIFFORD BROWN

Plan Statistics for CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN

Measure Date Value
2023: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0137
Total number of active participants reported on line 7a of the Form 55002023-01-0114
Number of retired or separated participants receiving benefits2023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-0117
Total of all active and inactive participants2023-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0136
Number of participants with account balances2023-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0137
Total number of active participants reported on line 7a of the Form 55002022-01-0116
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0137
Number of participants with account balances2022-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0139
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0135
Number of participants with account balances2021-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0142
Total number of active participants reported on line 7a of the Form 55002020-01-0118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0138
Number of participants with account balances2020-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0144
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0142
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0144
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0147
Total number of active participants reported on line 7a of the Form 55002017-01-0139
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0144
Number of participants with account balances2017-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0146
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0144
Number of participants with account balances2016-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0132
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0143
Total participants2015-01-0143
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0144
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0143
Total participants2014-01-0143
Number of participants with account balances2014-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0146
Total number of active participants reported on line 7a of the Form 55002013-01-0134
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0143
Number of participants with account balances2013-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0147
Total number of active participants reported on line 7a of the Form 55002012-01-0139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0146
Number of participants with account balances2012-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0150
Total number of active participants reported on line 7a of the Form 55002011-01-0142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0147
Number of participants with account balances2011-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0154
Total number of active participants reported on line 7a of the Form 55002010-01-0140
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0147
Number of participants with account balances2010-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0157
Total number of active participants reported on line 7a of the Form 55002009-01-0140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0152
Number of participants with account balances2009-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN

Measure Date Value
2023 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,929,572
Expenses. Total of all expenses incurred2023-12-31$1,814,900
Benefits paid (including direct rollovers)2023-12-31$1,732,671
Total plan assets at end of year2023-12-31$24,799,687
Total plan assets at beginning of year2023-12-31$23,685,015
Total contributions received or receivable from participants2023-12-31$59,132
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$2,760,069
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,114,672
Net plan assets at end of year (total assets less liabilities)2023-12-31$24,799,687
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$23,685,015
Assets. Value of assets in partnership/joint-venture interests2023-12-31$17,590,000
Total contributions received or receivable from employer(s)2023-12-31$110,371
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$82,229
2022 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,609,223
Expenses. Total of all expenses incurred2022-12-31$1,639,964
Benefits paid (including direct rollovers)2022-12-31$1,553,636
Total plan assets at end of year2022-12-31$23,685,015
Total plan assets at beginning of year2022-12-31$27,934,202
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$65,402
Assets. Value of loans (other than to participants)2022-12-31$0
Other income received2022-12-31$-2,781,107
Net income (gross income less expenses)2022-12-31$-4,249,187
Net plan assets at end of year (total assets less liabilities)2022-12-31$23,685,015
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$27,934,202
Assets. Value of assets in partnership/joint-venture interests2022-12-31$16,284,607
Total contributions received or receivable from employer(s)2022-12-31$106,482
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$86,328
2021 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,824,865
Expenses. Total of all expenses incurred2021-12-31$922,754
Benefits paid (including direct rollovers)2021-12-31$830,278
Total plan assets at end of year2021-12-31$27,934,202
Total plan assets at beginning of year2021-12-31$25,032,091
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$74,362
Assets. Value of loans (other than to participants)2021-12-31$30,203
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$3,632,341
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,902,111
Net plan assets at end of year (total assets less liabilities)2021-12-31$27,934,202
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$25,032,091
Assets. Value of assets in partnership/joint-venture interests2021-12-31$18,666,945
Total contributions received or receivable from employer(s)2021-12-31$118,162
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$92,476
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,456,401
Expenses. Total of all expenses incurred2020-12-31$804,811
Benefits paid (including direct rollovers)2020-12-31$754,345
Total plan assets at end of year2020-12-31$25,032,091
Total plan assets at beginning of year2020-12-31$23,380,501
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$73,977
Assets. Value of loans (other than to participants)2020-12-31$30,203
Expenses. Other expenses not covered elsewhere2020-12-31$141
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$2,252,254
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,651,590
Net plan assets at end of year (total assets less liabilities)2020-12-31$25,032,091
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$23,380,501
Assets. Value of assets in partnership/joint-venture interests2020-12-31$17,135,307
Total contributions received or receivable from employer(s)2020-12-31$130,170
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$50,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,945,219
Expenses. Total of all expenses incurred2019-12-31$2,677,791
Benefits paid (including direct rollovers)2019-12-31$2,660,238
Total plan assets at end of year2019-12-31$23,380,501
Total plan assets at beginning of year2019-12-31$22,113,073
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$107,479
Assets. Value of loans (other than to participants)2019-12-31$60,203
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$3,646,289
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,267,428
Net plan assets at end of year (total assets less liabilities)2019-12-31$23,380,501
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$22,113,073
Assets. Value of assets in partnership/joint-venture interests2019-12-31$15,582,687
Total contributions received or receivable from employer(s)2019-12-31$191,451
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$17,553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$46,608
Expenses. Total of all expenses incurred2018-12-31$523,596
Benefits paid (including direct rollovers)2018-12-31$455,209
Total plan assets at end of year2018-12-31$22,113,073
Total plan assets at beginning of year2018-12-31$22,590,061
Value of fidelity bond covering the plan2018-12-31$2,000,000
Total contributions received or receivable from participants2018-12-31$165,307
Assets. Value of loans (other than to participants)2018-12-31$440,203
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-469,689
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-476,988
Net plan assets at end of year (total assets less liabilities)2018-12-31$22,113,073
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$22,590,061
Assets. Value of assets in partnership/joint-venture interests2018-12-31$13,007,152
Total contributions received or receivable from employer(s)2018-12-31$350,990
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$68,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,555,859
Expenses. Total of all expenses incurred2017-12-31$218,763
Benefits paid (including direct rollovers)2017-12-31$108,727
Total plan assets at end of year2017-12-31$22,590,061
Total plan assets at beginning of year2017-12-31$19,252,965
Value of fidelity bond covering the plan2017-12-31$2,000,000
Total contributions received or receivable from participants2017-12-31$164,069
Assets. Value of loans (other than to participants)2017-12-31$440,203
Contributions received from other sources (not participants or employers)2017-12-31$94,453
Other income received2017-12-31$2,916,805
Net income (gross income less expenses)2017-12-31$3,337,096
Net plan assets at end of year (total assets less liabilities)2017-12-31$22,590,061
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$19,252,965
Assets. Value of assets in partnership/joint-venture interests2017-12-31$12,763,802
Total contributions received or receivable from employer(s)2017-12-31$380,532
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$110,036
2016 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,635,678
Expenses. Total of all expenses incurred2016-12-31$320,560
Benefits paid (including direct rollovers)2016-12-31$259,832
Total plan assets at end of year2016-12-31$19,252,965
Total plan assets at beginning of year2016-12-31$17,937,847
Value of fidelity bond covering the plan2016-12-31$2,000,000
Total contributions received or receivable from participants2016-12-31$161,198
Assets. Value of loans (other than to participants)2016-12-31$1,052,948
Other income received2016-12-31$1,111,694
Net income (gross income less expenses)2016-12-31$1,315,118
Net plan assets at end of year (total assets less liabilities)2016-12-31$19,252,965
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$17,937,847
Assets. Value of assets in partnership/joint-venture interests2016-12-31$10,150,516
Total contributions received or receivable from employer(s)2016-12-31$362,786
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$60,728
2015 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$614,424
Expenses. Total of all expenses incurred2015-12-31$1,572,865
Benefits paid (including direct rollovers)2015-12-31$1,516,853
Total plan assets at end of year2015-12-31$17,937,847
Total plan assets at beginning of year2015-12-31$18,896,288
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$152,650
Assets. Value of loans (other than to participants)2015-12-31$1,500,577
Other income received2015-12-31$98,505
Net income (gross income less expenses)2015-12-31$-958,441
Net plan assets at end of year (total assets less liabilities)2015-12-31$17,937,847
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$18,896,288
Assets. Value of assets in partnership/joint-venture interests2015-12-31$9,345,835
Total contributions received or receivable from employer(s)2015-12-31$363,269
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$56,012
2014 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$161
Total income from all sources2014-12-31$1,672,379
Expenses. Total of all expenses incurred2014-12-31$247,515
Benefits paid (including direct rollovers)2014-12-31$191,679
Total plan assets at end of year2014-12-31$18,896,288
Total plan assets at beginning of year2014-12-31$17,471,585
Value of fidelity bond covering the plan2014-12-31$1,700,000
Total contributions received or receivable from participants2014-12-31$156,084
Assets. Value of loans (other than to participants)2014-12-31$1,554,365
Expenses. Other expenses not covered elsewhere2014-12-31$276
Contributions received from other sources (not participants or employers)2014-12-31$72,715
Other income received2014-12-31$1,080,137
Net income (gross income less expenses)2014-12-31$1,424,864
Net plan assets at end of year (total assets less liabilities)2014-12-31$18,896,288
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$17,471,424
Assets. Value of assets in partnership/joint-venture interests2014-12-31$9,306,329
Total contributions received or receivable from employer(s)2014-12-31$363,443
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$55,560
2013 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$161
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$2,873,592
Expenses. Total of all expenses incurred2013-12-31$302,372
Benefits paid (including direct rollovers)2013-12-31$254,500
Total plan assets at end of year2013-12-31$17,471,585
Total plan assets at beginning of year2013-12-31$14,900,204
Value of fidelity bond covering the plan2013-12-31$1,700,000
Total contributions received or receivable from participants2013-12-31$146,099
Assets. Value of loans (other than to participants)2013-12-31$555,637
Expenses. Other expenses not covered elsewhere2013-12-31$135
Contributions received from other sources (not participants or employers)2013-12-31$10,740
Other income received2013-12-31$2,347,164
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$2,571,220
Net plan assets at end of year (total assets less liabilities)2013-12-31$17,471,424
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$14,900,204
Assets. Value of assets in partnership/joint-venture interests2013-12-31$8,361,339
Total contributions received or receivable from employer(s)2013-12-31$369,589
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$47,737
2012 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$2,990
Total income from all sources2012-12-31$1,769,556
Expenses. Total of all expenses incurred2012-12-31$215,803
Benefits paid (including direct rollovers)2012-12-31$177,207
Total plan assets at end of year2012-12-31$14,900,204
Total plan assets at beginning of year2012-12-31$13,349,441
Value of fidelity bond covering the plan2012-12-31$1,700,000
Total contributions received or receivable from participants2012-12-31$145,700
Assets. Value of loans (other than to participants)2012-12-31$1,007,258
Expenses. Other expenses not covered elsewhere2012-12-31$384
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$1,249,852
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$1,553,753
Net plan assets at end of year (total assets less liabilities)2012-12-31$14,900,204
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$13,346,451
Assets. Value of assets in partnership/joint-venture interests2012-12-31$7,031,380
Total contributions received or receivable from employer(s)2012-12-31$374,004
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$38,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$2,990
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$724,074
Expenses. Total of all expenses incurred2011-12-31$871,017
Benefits paid (including direct rollovers)2011-12-31$838,188
Total plan assets at end of year2011-12-31$13,349,441
Total plan assets at beginning of year2011-12-31$13,493,394
Value of fidelity bond covering the plan2011-12-31$1,700,000
Total contributions received or receivable from participants2011-12-31$127,671
Assets. Value of loans (other than to participants)2011-12-31$1,255,478
Expenses. Other expenses not covered elsewhere2011-12-31$504
Contributions received from other sources (not participants or employers)2011-12-31$7
Other income received2011-12-31$223,244
Net income (gross income less expenses)2011-12-31$-146,943
Net plan assets at end of year (total assets less liabilities)2011-12-31$13,346,451
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$13,493,394
Assets. Value of assets in partnership/joint-venture interests2011-12-31$5,889,207
Total contributions received or receivable from employer(s)2011-12-31$373,152
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$32,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,652,282
Expenses. Total of all expenses incurred2010-12-31$397,586
Benefits paid (including direct rollovers)2010-12-31$392,641
Total plan assets at end of year2010-12-31$13,493,394
Total plan assets at beginning of year2010-12-31$12,238,698
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$121,001
Assets. Value of loans (other than to participants)2010-12-31$1,637,188
Expenses. Other expenses not covered elsewhere2010-12-31$507
Contributions received from other sources (not participants or employers)2010-12-31$53,752
Other income received2010-12-31$1,126,523
Net income (gross income less expenses)2010-12-31$1,254,696
Net plan assets at end of year (total assets less liabilities)2010-12-31$13,493,394
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$12,238,698
Total contributions received or receivable from employer(s)2010-12-31$351,006
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,438
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN

2023: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CLIFFORD & BROWN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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