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BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameBRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN
Plan identification number 001

BRYN MAWR FINANCIAL, INC. PROFIT SHARING 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).
  • 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

BRYN MAWR FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRYN MAWR FINANCIAL, INC.
Employer identification number (EIN):954730489
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01
0012020-11-01
0012019-11-01TODD SHERMAN2021-08-12
0012018-11-01TODD SHERMAN2020-08-10
0012017-11-01TODD SHERMAN2019-05-13
0012016-11-01TODD SHERMAN OR LEAH SHERMAN2018-06-13
0012015-11-01
0012014-11-01
0012013-11-01TODD SHERMAN OR LEAH SHERMAN
0012012-11-01TODD SHERMAN OR LEAH SHERMAN
0012011-11-01TODD SHERMAN OR LEAH SHERMAN
0012010-11-01TODD SHERMAN OR LEAH SHERMAN2012-08-12
0012008-11-01

Plan Statistics for BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN

Measure Date Value
2019: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-015
Total number of active participants reported on line 7a of the Form 55002019-11-012
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-012
Number of participants with account balances2019-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
2018: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-014
Total number of active participants reported on line 7a of the Form 55002018-11-015
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-010
Total of all active and inactive participants2018-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-015
Number of participants with account balances2018-11-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
2017: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-014
Total number of active participants reported on line 7a of the Form 55002017-11-014
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-014
Number of participants with account balances2017-11-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-014
Total number of active participants reported on line 7a of the Form 55002016-11-014
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-014
Number of participants with account balances2016-11-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-013
Total number of active participants reported on line 7a of the Form 55002015-11-014
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-011
Total of all active and inactive participants2015-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-015
Number of participants with account balances2015-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2013: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-014
Total number of active participants reported on line 7a of the Form 55002013-11-013
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-011
Total of all active and inactive participants2013-11-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-014
Number of participants with account balances2013-11-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-014
Total number of active participants reported on line 7a of the Form 55002012-11-013
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-011
Total of all active and inactive participants2012-11-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-014
Number of participants with account balances2012-11-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-014
Total number of active participants reported on line 7a of the Form 55002011-11-014
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-010
Total of all active and inactive participants2011-11-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-014
Number of participants with account balances2011-11-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010

Financial Data on BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN

Measure Date Value
2020 : BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-10-31$0
Total plan liabilities at beginning of year2020-10-31$0
Total income from all sources2020-10-31$77,957
Expenses. Total of all expenses incurred2020-10-31$0
Benefits paid (including direct rollovers)2020-10-31$0
Total plan assets at end of year2020-10-31$1,093,077
Total plan assets at beginning of year2020-10-31$1,015,120
Value of fidelity bond covering the plan2020-10-31$50,000
Total contributions received or receivable from participants2020-10-31$0
Expenses. Other expenses not covered elsewhere2020-10-31$0
Other income received2020-10-31$77,957
Noncash contributions received2020-10-31$0
Net income (gross income less expenses)2020-10-31$77,957
Net plan assets at end of year (total assets less liabilities)2020-10-31$1,093,077
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$1,015,120
Assets. Value of assets in partnership/joint-venture interests2020-10-31$150,716
Total contributions received or receivable from employer(s)2020-10-31$0
Value of certain deemed distributions of participant loans2020-10-31$0
Value of corrective distributions2020-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$0
2019 : BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-10-31$0
Total plan liabilities at end of year2019-10-31$0
Total plan liabilities at beginning of year2019-10-31$0
Total income from all sources2019-10-31$134,279
Expenses. Total of all expenses incurred2019-10-31$0
Benefits paid (including direct rollovers)2019-10-31$0
Total plan assets at end of year2019-10-31$1,015,120
Total plan assets at beginning of year2019-10-31$880,841
Value of fidelity bond covering the plan2019-10-31$50,000
Total contributions received or receivable from participants2019-10-31$0
Expenses. Other expenses not covered elsewhere2019-10-31$0
Contributions received from other sources (not participants or employers)2019-10-31$0
Other income received2019-10-31$114,007
Noncash contributions received2019-10-31$0
Net income (gross income less expenses)2019-10-31$134,279
Net plan assets at end of year (total assets less liabilities)2019-10-31$1,015,120
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$880,841
Assets. Value of assets in partnership/joint-venture interests2019-10-31$150,001
Total contributions received or receivable from employer(s)2019-10-31$20,272
Value of certain deemed distributions of participant loans2019-10-31$0
Value of corrective distributions2019-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
2018 : BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
2016 : BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$45,030
Expenses. Total of all expenses incurred2016-10-31$0
Benefits paid (including direct rollovers)2016-10-31$0
Total plan assets at end of year2016-10-31$776,502
Total plan assets at beginning of year2016-10-31$731,472
Value of fidelity bond covering the plan2016-10-31$50,000
Total contributions received or receivable from participants2016-10-31$0
Expenses. Other expenses not covered elsewhere2016-10-31$0
Contributions received from other sources (not participants or employers)2016-10-31$0
Other income received2016-10-31$3,030
Noncash contributions received2016-10-31$0
Net income (gross income less expenses)2016-10-31$45,030
Net plan assets at end of year (total assets less liabilities)2016-10-31$776,502
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$731,472
Assets. Value of assets in partnership/joint-venture interests2016-10-31$99,999
Total contributions received or receivable from employer(s)2016-10-31$42,000
Value of certain deemed distributions of participant loans2016-10-31$0
Value of corrective distributions2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2014 : BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-10-31$0
Total plan liabilities at beginning of year2014-10-31$0
Total income from all sources2014-10-31$113,599
Expenses. Total of all expenses incurred2014-10-31$1,324
Benefits paid (including direct rollovers)2014-10-31$0
Total plan assets at end of year2014-10-31$675,503
Total plan assets at beginning of year2014-10-31$563,228
Value of fidelity bond covering the plan2014-10-31$50,000
Total contributions received or receivable from participants2014-10-31$0
Contributions received from other sources (not participants or employers)2014-10-31$0
Other income received2014-10-31$74,928
Noncash contributions received2014-10-31$0
Net income (gross income less expenses)2014-10-31$112,275
Net plan assets at end of year (total assets less liabilities)2014-10-31$675,503
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$563,228
Assets. Value of assets in partnership/joint-venture interests2014-10-31$10,001
Total contributions received or receivable from employer(s)2014-10-31$38,671
Value of certain deemed distributions of participant loans2014-10-31$0
Value of corrective distributions2014-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$1,324
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-10-31$0
Total plan liabilities at beginning of year2013-10-31$0
Total income from all sources2013-10-31$36,570
Expenses. Total of all expenses incurred2013-10-31$50
Benefits paid (including direct rollovers)2013-10-31$0
Total plan assets at end of year2013-10-31$563,228
Total plan assets at beginning of year2013-10-31$526,708
Value of fidelity bond covering the plan2013-10-31$50,000
Total contributions received or receivable from participants2013-10-31$0
Expenses. Other expenses not covered elsewhere2013-10-31$0
Contributions received from other sources (not participants or employers)2013-10-31$0
Other income received2013-10-31$8,525
Noncash contributions received2013-10-31$0
Net income (gross income less expenses)2013-10-31$36,520
Net plan assets at end of year (total assets less liabilities)2013-10-31$563,228
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$526,708
Assets. Value of assets in partnership/joint-venture interests2013-10-31$100,000
Total contributions received or receivable from employer(s)2013-10-31$28,045
Value of certain deemed distributions of participant loans2013-10-31$0
Value of corrective distributions2013-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-10-31$0
Total plan liabilities at end of year2012-10-31$0
Total plan liabilities at beginning of year2012-10-31$0
Total income from all sources2012-10-31$63,672
Expenses. Total of all expenses incurred2012-10-31$0
Benefits paid (including direct rollovers)2012-10-31$0
Total plan assets at end of year2012-10-31$526,708
Total plan assets at beginning of year2012-10-31$463,036
Value of fidelity bond covering the plan2012-10-31$50,000
Total contributions received or receivable from participants2012-10-31$0
Expenses. Other expenses not covered elsewhere2012-10-31$0
Contributions received from other sources (not participants or employers)2012-10-31$0
Other income received2012-10-31$35,284
Noncash contributions received2012-10-31$0
Net income (gross income less expenses)2012-10-31$63,672
Net plan assets at end of year (total assets less liabilities)2012-10-31$526,708
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$463,036
Assets. Value of assets in partnership/joint-venture interests2012-10-31$100,000
Total contributions received or receivable from employer(s)2012-10-31$28,388
Value of certain deemed distributions of participant loans2012-10-31$0
Value of corrective distributions2012-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0

Form 5500 Responses for BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN

2019: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2013: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2008: BRYN MAWR FINANCIAL, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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