401k Plan data: DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN plan

DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN
Plan identification number	003

DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

DYER/BROWN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: DYER/BROWN & ASSOCIATES, INC.

Employer identification number (EIN): 042721242

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about DYER/BROWN & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2014-02-11

Company Identification Number: 0801932146

Legal Registered Office Address: 1 WINTHROP SQ STE 100

BOSTON
United States of America (USA)
02110

More information about DYER/BROWN & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 PAMELA SHEPLEY 2018-09-27 PAMELA SHEPLEY 2018-09-27
003 2017-01-01 ROGER SHEPLEY 2018-10-01 ROGER SHEPLEY 2018-10-01
003 2016-01-01 ROGER SHEPLEY 2017-10-10 ROGER SHEPLEY 2017-10-10
003 2015-01-01 ROGER SHEPLEY 2016-10-13 ROGER SHEPLEY 2016-10-13
003 2014-01-01 ROGER SHEPLEY 2015-10-08 ROGER SHEPLEY 2015-10-08
003 2013-01-01 ROGER SHEPLEY 2014-07-29 ROGER SHEPLEY 2014-07-29
003 2012-01-01 ROGER SHEPLEY 2013-10-09 ROGER SHEPLEY 2013-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01	PAMELA SHEPLEY	2018-09-27	PAMELA SHEPLEY	2018-09-27
003	2017-01-01	ROGER SHEPLEY	2018-10-01	ROGER SHEPLEY	2018-10-01
003	2016-01-01	ROGER SHEPLEY	2017-10-10	ROGER SHEPLEY	2017-10-10
003	2015-01-01	ROGER SHEPLEY	2016-10-13	ROGER SHEPLEY	2016-10-13
003	2014-01-01	ROGER SHEPLEY	2015-10-08	ROGER SHEPLEY	2015-10-08
003	2013-01-01	ROGER SHEPLEY	2014-07-29	ROGER SHEPLEY	2014-07-29
003	2012-01-01	ROGER SHEPLEY	2013-10-09	ROGER SHEPLEY	2013-10-09

Plan Statistics for DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-02-28 1,329,570
Acturial value of plan assets 2018-02-28 1,329,570
Funding target for retired participants and beneficiaries receiving payment 2018-02-28 0
Number of terminated vested participants 2018-02-28 0
Fundng target for terminated vested participants 2018-02-28 0
Active participant vested funding target 2018-02-28 1,215,167
Number of active participants 2018-02-28 45
Total funding liabilities for active participants 2018-02-28 1,215,167
Total participant count 2018-02-28 45
Total funding target for all participants 2018-02-28 1,215,167
Balance at beginning of prior year after applicable adjustments 2018-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-02-28 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-02-28 0
Prefunding balanced used to offset prior years funding requirement 2018-02-28 0
Amount remaining of carryover balance 2018-02-28 0
Amount remaining of prefunding balance 2018-02-28 0
Present value of excess contributions 2018-02-28 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-02-28 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-02-28 0
Reductions in caryover balances due to elections or deemed elections 2018-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2018-02-28 0
Balance of carryovers at beginning of current year 2018-02-28 0
Balance of prefunding at beginning of current year 2018-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2018-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-02-28 0
Unpaid minimum required contributions for all prior years 2018-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-02-28 0
Remaining amount of unpaid minimum required contributions 2018-02-28 0
Minimum required contributions for current year target normal cost 2018-02-28 0
Net shortfall amortization installment of oustanding balance 2018-02-28 0
Waiver amortization installment 2018-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2018-02-28 0
Carryover balance elected to use to offset funding requirement 2018-02-28 0
Prefunding balance elected to use to offset funding requirement 2018-02-28 0
Additional cash requirement 2018-02-28 0
Contributions allocatedtoward minimum required contributions for current year 2018-02-28 0
Unpaid minimum required contributions for current year 2018-02-28 0
Unpaid minimum required contributions for all years 2018-02-28 0
2017: DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,167,967
Acturial value of plan assets 2017-12-31 1,167,967
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,054,218
Number of active participants 2017-12-31 45
Total funding liabilities for active participants 2017-12-31 1,054,218
Total participant count 2017-12-31 45
Total funding target for all participants 2017-12-31 1,054,218
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 182,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 192,687
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 796,557
Acturial value of plan assets 2016-12-31 796,557
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 961,677
Number of active participants 2016-12-31 42
Total funding liabilities for active participants 2016-12-31 961,677
Total participant count 2016-12-31 42
Total funding target for all participants 2016-12-31 961,677
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 141,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 150,129
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 269,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 255,446
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 45,210
Net shortfall amortization installment of oustanding balance 2016-12-31 165,120
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 72,492
Additional cash requirement 2016-12-31 72,492
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 255,446
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-02-28	1,329,570
Acturial value of plan assets	2018-02-28	1,329,570
Funding target for retired participants and beneficiaries receiving payment	2018-02-28	0
Number of terminated vested participants	2018-02-28	0
Fundng target for terminated vested participants	2018-02-28	0
Active participant vested funding target	2018-02-28	1,215,167
Number of active participants	2018-02-28	45
Total funding liabilities for active participants	2018-02-28	1,215,167
Total participant count	2018-02-28	45
Total funding target for all participants	2018-02-28	1,215,167
Balance at beginning of prior year after applicable adjustments	2018-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-02-28	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-02-28	0
Prefunding balanced used to offset prior years funding requirement	2018-02-28	0
Amount remaining of carryover balance	2018-02-28	0
Amount remaining of prefunding balance	2018-02-28	0
Present value of excess contributions	2018-02-28	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-02-28	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-02-28	0
Reductions in caryover balances due to elections or deemed elections	2018-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2018-02-28	0
Balance of carryovers at beginning of current year	2018-02-28	0
Balance of prefunding at beginning of current year	2018-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2018-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-02-28	0
Unpaid minimum required contributions for all prior years	2018-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-02-28	0
Remaining amount of unpaid minimum required contributions	2018-02-28	0
Minimum required contributions for current year target normal cost	2018-02-28	0
Net shortfall amortization installment of oustanding balance	2018-02-28	0
Waiver amortization installment	2018-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2018-02-28	0
Carryover balance elected to use to offset funding requirement	2018-02-28	0
Prefunding balance elected to use to offset funding requirement	2018-02-28	0
Additional cash requirement	2018-02-28	0
Contributions allocatedtoward minimum required contributions for current year	2018-02-28	0
Unpaid minimum required contributions for current year	2018-02-28	0
Unpaid minimum required contributions for all years	2018-02-28	0
2017: DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,167,967
Acturial value of plan assets	2017-12-31	1,167,967
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,054,218
Number of active participants	2017-12-31	45
Total funding liabilities for active participants	2017-12-31	1,054,218
Total participant count	2017-12-31	45
Total funding target for all participants	2017-12-31	1,054,218
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	182,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	192,687
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DYER BROWN & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	796,557
Acturial value of plan assets	2016-12-31	796,557
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	961,677
Number of active participants	2016-12-31	42
Total funding liabilities for active participants	2016-12-31	961,677
Total participant count	2016-12-31	42
Total funding target for all participants	2016-12-31	961,677
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	141,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	150,129
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	269,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	255,446
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	45,210
Net shortfall amortization installment of oustanding balance	2016-12-31	165,120
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	72,492
Additional cash requirement	2016-12-31	72,492
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	255,446
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	DYER/BROWN & ASSOCIATES, INC.
Employer identification number (EIN):	042721242
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2014-02-11
Company Identification Number:	0801932146
Legal Registered Office Address:	1 WINTHROP SQ STE 100 BOSTON United States of America (USA) 02110