401k Plan data: BRENDE & LAMB 401(K) PLAN plan

BRENDE & LAMB 401(K) PLAN 401k Plan overview

Plan Name	BRENDE & LAMB 401(K) PLAN
Plan identification number	001

BRENDE & LAMB 401(K) 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
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan covering Self-Employed individuals.
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

BRENDE & LAMB has sponsored the creation of one or more 401k plans.

Company Name: BRENDE & LAMB

Employer identification number (EIN): 050624875

NAIC Classification: 561730
NAIC Description: Landscaping Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRENDE & LAMB 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOE LAMB 2024-10-03
001 2022-01-01 JOE LAMB 2023-09-09
001 2021-01-01 JOE LAMB 2022-07-28
001 2020-01-01 JOE LAMB 2021-07-21
001 2019-01-01 JOE LAMB 2020-09-10
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BLAINE BRENDE
001 2013-01-01 RAY SHOJINAGA
001 2012-01-01 JOE LAMB JOE LAMB 2013-10-10
001 2011-01-01 JOE LAMB JOE LAMB 2012-10-01
001 2009-01-01 JOE M. LAMB JOE M. LAMB 2010-09-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOE LAMB	2024-10-03
001	2022-01-01	JOE LAMB	2023-09-09
001	2021-01-01	JOE LAMB	2022-07-28
001	2020-01-01	JOE LAMB	2021-07-21
001	2019-01-01	JOE LAMB	2020-09-10
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	BLAINE BRENDE
001	2013-01-01	RAY SHOJINAGA
001	2012-01-01	JOE LAMB		JOE LAMB	2013-10-10
001	2011-01-01	JOE LAMB		JOE LAMB	2012-10-01
001	2009-01-01	JOE M. LAMB		JOE M. LAMB	2010-09-14

Plan Statistics for BRENDE & LAMB 401(K) PLAN

401k plan membership statisitcs for BRENDE & LAMB 401(K) PLAN

Measure Date Value
2023: BRENDE & LAMB 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 17
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 7
Total of all active and inactive participants 2023-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 24
Number of participants with account balances 2023-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: BRENDE & LAMB 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 14
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 19
Number of participants with account balances 2022-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BRENDE & LAMB 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BRENDE & LAMB 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BRENDE & LAMB 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRENDE & LAMB 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 26
Number of participants with account balances 2018-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: BRENDE & LAMB 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 22
Number of participants with account balances 2017-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BRENDE & LAMB 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: BRENDE & LAMB 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRENDE & LAMB 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRENDE & LAMB 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRENDE & LAMB 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: BRENDE & LAMB 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BRENDE & LAMB 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: BRENDE & LAMB 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	17
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	7
Total of all active and inactive participants	2023-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	24
Number of participants with account balances	2023-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: BRENDE & LAMB 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	14
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	19
Number of participants with account balances	2022-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BRENDE & LAMB 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BRENDE & LAMB 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BRENDE & LAMB 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRENDE & LAMB 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	26
Number of participants with account balances	2018-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: BRENDE & LAMB 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	22
Number of participants with account balances	2017-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BRENDE & LAMB 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: BRENDE & LAMB 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRENDE & LAMB 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRENDE & LAMB 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRENDE & LAMB 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: BRENDE & LAMB 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BRENDE & LAMB 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRENDE & LAMB 401(K) PLAN

Measure	Date	Value
2023 : BRENDE & LAMB 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$329,397
Expenses. Total of all expenses incurred	2023-12-31	$411,155
Benefits paid (including direct rollovers)	2023-12-31	$410,600
Total plan assets at end of year	2023-12-31	$1,858,904
Total plan assets at beginning of year	2023-12-31	$1,940,662
Value of fidelity bond covering the plan	2023-12-31	$195,000
Total contributions received or receivable from participants	2023-12-31	$58,101
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$251,784
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-81,758
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,858,904
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,940,662
Assets. Value of participant loans	2023-12-31	$83,379
Total contributions received or receivable from employer(s)	2023-12-31	$19,512
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$555
2022 : BRENDE & LAMB 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total income from all sources	2022-12-31	$-268,140
Expenses. Total of all expenses incurred	2022-12-31	$208,420
Benefits paid (including direct rollovers)	2022-12-31	$207,895
Total plan assets at end of year	2022-12-31	$1,940,662
Total plan assets at beginning of year	2022-12-31	$2,417,222
Value of fidelity bond covering the plan	2022-12-31	$195,000
Total contributions received or receivable from participants	2022-12-31	$79,988
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-358,128
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-476,560
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,940,662
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,417,222
Assets. Value of participant loans	2022-12-31	$42,729
Total contributions received or receivable from employer(s)	2022-12-31	$10,000
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$525
2021 : BRENDE & LAMB 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$343,729
Expenses. Total of all expenses incurred	2021-12-31	$790
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$2,417,222
Total plan assets at beginning of year	2021-12-31	$2,074,283
Value of fidelity bond covering the plan	2021-12-31	$195,000
Total contributions received or receivable from participants	2021-12-31	$65,988
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$100
Other income received	2021-12-31	$250,641
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$342,939
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,417,222
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,074,283
Assets. Value of participant loans	2021-12-31	$84,246
Total contributions received or receivable from employer(s)	2021-12-31	$27,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$790
2020 : BRENDE & LAMB 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$323,219
Expenses. Total of all expenses incurred	2020-12-31	$19,077
Benefits paid (including direct rollovers)	2020-12-31	$18,117
Total plan assets at end of year	2020-12-31	$2,074,283
Total plan assets at beginning of year	2020-12-31	$1,770,141
Value of fidelity bond covering the plan	2020-12-31	$195,000
Total contributions received or receivable from participants	2020-12-31	$77,002
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$234,945
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$304,142
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,074,283
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,770,141
Assets. Value of participant loans	2020-12-31	$54,365
Total contributions received or receivable from employer(s)	2020-12-31	$11,272
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$300
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BRENDE & LAMB 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total income from all sources	2019-12-31	$330,719
Expenses. Total of all expenses incurred	2019-12-31	$14,200
Benefits paid (including direct rollovers)	2019-12-31	$13,360
Total plan assets at end of year	2019-12-31	$1,770,141
Total plan assets at beginning of year	2019-12-31	$1,453,622
Value of fidelity bond covering the plan	2019-12-31	$195,000
Total contributions received or receivable from participants	2019-12-31	$59,550
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$400
Other income received	2019-12-31	$247,169
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$316,519
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,770,141
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,453,622
Assets. Value of participant loans	2019-12-31	$78,308
Total contributions received or receivable from employer(s)	2019-12-31	$23,600
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$840
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BRENDE & LAMB 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$34,580
Expenses. Total of all expenses incurred	2018-12-31	$13,413
Benefits paid (including direct rollovers)	2018-12-31	$12,713
Total plan assets at end of year	2018-12-31	$1,453,622
Total plan assets at beginning of year	2018-12-31	$1,432,455
Value of fidelity bond covering the plan	2018-12-31	$195,000
Total contributions received or receivable from participants	2018-12-31	$49,370
Other income received	2018-12-31	$-64,970
Net income (gross income less expenses)	2018-12-31	$21,167
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,453,622
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,432,455
Assets. Value of participant loans	2018-12-31	$85,351
Total contributions received or receivable from employer(s)	2018-12-31	$50,180
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BRENDE & LAMB 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$243,336
Expenses. Total of all expenses incurred	2017-12-31	$34,188
Benefits paid (including direct rollovers)	2017-12-31	$33,758
Total plan assets at end of year	2017-12-31	$1,432,455
Total plan assets at beginning of year	2017-12-31	$1,223,307
Value of fidelity bond covering the plan	2017-12-31	$195,000
Total contributions received or receivable from participants	2017-12-31	$45,947
Other income received	2017-12-31	$174,461
Net income (gross income less expenses)	2017-12-31	$209,148
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,432,455
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,223,307
Assets. Value of participant loans	2017-12-31	$13,043
Total contributions received or receivable from employer(s)	2017-12-31	$22,928
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BRENDE & LAMB 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$140,374
Expenses. Total of all expenses incurred	2016-12-31	$13,021
Benefits paid (including direct rollovers)	2016-12-31	$12,796
Total plan assets at end of year	2016-12-31	$1,224,495
Total plan assets at beginning of year	2016-12-31	$1,097,142
Value of fidelity bond covering the plan	2016-12-31	$195,000
Total contributions received or receivable from participants	2016-12-31	$46,520
Other income received	2016-12-31	$70,674
Net income (gross income less expenses)	2016-12-31	$127,353
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,224,495
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,097,142
Assets. Value of participant loans	2016-12-31	$10,139
Total contributions received or receivable from employer(s)	2016-12-31	$23,180
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BRENDE & LAMB 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$57,105
Expenses. Total of all expenses incurred	2015-12-31	$505
Total plan assets at end of year	2015-12-31	$1,097,142
Total plan assets at beginning of year	2015-12-31	$1,040,542
Value of fidelity bond covering the plan	2015-12-31	$195,000
Total contributions received or receivable from participants	2015-12-31	$45,754
Other income received	2015-12-31	$-10,470
Net income (gross income less expenses)	2015-12-31	$56,600
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,097,142
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,040,542
Assets. Value of participant loans	2015-12-31	$17,916
Total contributions received or receivable from employer(s)	2015-12-31	$21,821
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$505
2014 : BRENDE & LAMB 401(K) PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$118,624
Expenses. Total of all expenses incurred	2014-12-31	$200
Total plan assets at end of year	2014-12-31	$1,040,542
Total plan assets at beginning of year	2014-12-31	$922,118
Value of fidelity bond covering the plan	2014-12-31	$195,000
Total contributions received or receivable from participants	2014-12-31	$42,125
Other income received	2014-12-31	$53,149
Net income (gross income less expenses)	2014-12-31	$118,424
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,040,542
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$922,118
Assets. Value of participant loans	2014-12-31	$3,609
Total contributions received or receivable from employer(s)	2014-12-31	$23,350
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$200
2013 : BRENDE & LAMB 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$188,118
Expenses. Total of all expenses incurred	2013-12-31	$250
Total plan assets at end of year	2013-12-31	$921,787
Total plan assets at beginning of year	2013-12-31	$733,919
Value of fidelity bond covering the plan	2013-12-31	$195,000
Total contributions received or receivable from participants	2013-12-31	$27,813
Contributions received from other sources (not participants or employers)	2013-12-31	$11,648
Other income received	2013-12-31	$127,120
Net income (gross income less expenses)	2013-12-31	$187,868
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$921,787
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$733,919
Assets. Value of participant loans	2013-12-31	$9,114
Total contributions received or receivable from employer(s)	2013-12-31	$21,537
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$250
2012 : BRENDE & LAMB 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$114,703
Expenses. Total of all expenses incurred	2012-12-31	$24,147
Benefits paid (including direct rollovers)	2012-12-31	$24,062
Total plan assets at end of year	2012-12-31	$733,919
Total plan assets at beginning of year	2012-12-31	$643,363
Value of fidelity bond covering the plan	2012-12-31	$195,000
Total contributions received or receivable from participants	2012-12-31	$19,450
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$70,256
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$90,556
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$733,919
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$643,363
Assets. Value of participant loans	2012-12-31	$15,939
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$8,597
Total contributions received or receivable from employer(s)	2012-12-31	$24,997
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$85
2011 : BRENDE & LAMB 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$15,195
Expenses. Total of all expenses incurred	2011-12-31	$6,803
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$643,363
Total plan assets at beginning of year	2011-12-31	$634,971
Value of fidelity bond covering the plan	2011-12-31	$195,000
Total contributions received or receivable from participants	2011-12-31	$24,850
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$-27,655
Net income (gross income less expenses)	2011-12-31	$8,392
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$643,363
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$634,971
Assets. Value of participant loans	2011-12-31	$21,034
Total contributions received or receivable from employer(s)	2011-12-31	$18,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,803
2010 : BRENDE & LAMB 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$126,529
Expenses. Total of all expenses incurred	2010-12-31	$30,243
Benefits paid (including direct rollovers)	2010-12-31	$24,271
Total plan assets at end of year	2010-12-31	$634,971
Total plan assets at beginning of year	2010-12-31	$538,685
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$22,450
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$84,079
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$96,286
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$634,971
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$538,685
Assets. Value of participant loans	2010-12-31	$18,150
Total contributions received or receivable from employer(s)	2010-12-31	$20,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,972

Form 5500 Responses for BRENDE & LAMB 401(K) PLAN

2023: BRENDE & LAMB 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BRENDE & LAMB 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BRENDE & LAMB 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRENDE & LAMB 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRENDE & LAMB 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRENDE & LAMB 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRENDE & LAMB 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRENDE & LAMB 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRENDE & LAMB 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRENDE & LAMB 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRENDE & LAMB 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRENDE & LAMB 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRENDE & LAMB 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BRENDE & LAMB 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BRENDE & CO INC 401(K) P/S PLAN [EIN = 460541536]

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Company Name:	BRENDE & LAMB
Employer identification number (EIN):	050624875
NAIC Classification:	561730
NAIC Description:	Landscaping Services