401k Plan data: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN plan

BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN
Plan identification number	002

BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

BROWN JACOBSON PC has sponsored the creation of one or more 401k plans.

Company Name: BROWN JACOBSON PC

Employer identification number (EIN): 060871006

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 BONNIE LANGE 2023-12-27 BONNIE LANGE 2023-12-27
002 2021-07-01 BONNIE K LANGE 2023-01-10
002 2020-07-01 BONNIE K LANGE 2022-01-05
002 2019-07-01 BONNIE LANGE 2021-01-27 BONNIE LANGE 2021-01-27
002 2018-07-01 BONNIE K LANGE 2020-01-30
002 2017-07-01 BONNIE LANGE 2018-12-12 BONNIE LANGE 2018-12-12
002 2016-07-01 LINDA J MARTIN 2018-01-08
002 2016-07-01 BONNIE LANGE 2018-12-12 BONNIE LANGE 2018-12-12
002 2015-07-01 LINDA J MARTIN
002 2014-07-01 LINDA J MARTIN
002 2013-07-01 LINDA J MARTIN
002 2012-07-01 JOHN DUGGAN
002 2011-07-01 JOHN DUGGAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	BONNIE LANGE	2023-12-27	BONNIE LANGE	2023-12-27
002	2021-07-01	BONNIE K LANGE	2023-01-10
002	2020-07-01	BONNIE K LANGE	2022-01-05
002	2019-07-01	BONNIE LANGE	2021-01-27	BONNIE LANGE	2021-01-27
002	2018-07-01	BONNIE K LANGE	2020-01-30
002	2017-07-01	BONNIE LANGE	2018-12-12	BONNIE LANGE	2018-12-12
002	2016-07-01	LINDA J MARTIN	2018-01-08
002	2016-07-01	BONNIE LANGE	2018-12-12	BONNIE LANGE	2018-12-12
002	2015-07-01	LINDA J MARTIN
002	2014-07-01	LINDA J MARTIN
002	2013-07-01	LINDA J MARTIN
002	2012-07-01	JOHN DUGGAN
002	2011-07-01	JOHN DUGGAN

Plan Statistics for BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN

401k plan membership statisitcs for BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN

Measure Date Value
2015: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 21
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 11
Total of all active and inactive participants 2015-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 32
Number of participants with account balances 2015-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 24
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 7
Total of all active and inactive participants 2014-07-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 31
Number of participants with account balances 2014-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 31
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 25
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 7
Total of all active and inactive participants 2013-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 32
Number of participants with account balances 2013-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 25
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 6
Total of all active and inactive participants 2012-07-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 31
Number of participants with account balances 2012-07-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 27
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 32
Number of participants with account balances 2011-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2015: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	21
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	11
Total of all active and inactive participants	2015-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	32
Number of participants with account balances	2015-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	24
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	7
Total of all active and inactive participants	2014-07-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	31
Number of participants with account balances	2014-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	31
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	25
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	7
Total of all active and inactive participants	2013-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	32
Number of participants with account balances	2013-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	25
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	6
Total of all active and inactive participants	2012-07-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	31
Number of participants with account balances	2012-07-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	27
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	32
Number of participants with account balances	2011-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN

Measure	Date	Value
2016 : BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$106,313
Expenses. Total of all expenses incurred	2016-06-30	$288,279
Benefits paid (including direct rollovers)	2016-06-30	$281,100
Total plan assets at end of year	2016-06-30	$8,788,356
Total plan assets at beginning of year	2016-06-30	$8,970,322
Total contributions received or receivable from participants	2016-06-30	$97,033
Expenses. Other expenses not covered elsewhere	2016-06-30	$2,210
Other income received	2016-06-30	$-85,824
Net income (gross income less expenses)	2016-06-30	$-181,966
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$8,788,356
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$8,970,322
Assets. Value of participant loans	2016-06-30	$96,368
Total contributions received or receivable from employer(s)	2016-06-30	$95,104
Value of corrective distributions	2016-06-30	$4,969
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$0
Amount contributed by the employer to the plan for this plan year	2016-06-30	$0
2015 : BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$385,633
Expenses. Total of all expenses incurred	2015-06-30	$127,538
Benefits paid (including direct rollovers)	2015-06-30	$125,733
Total plan assets at end of year	2015-06-30	$8,970,322
Total plan assets at beginning of year	2015-06-30	$8,712,227
Total contributions received or receivable from participants	2015-06-30	$122,082
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$177,011
Net income (gross income less expenses)	2015-06-30	$258,095
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$8,970,322
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$8,712,227
Assets. Value of participant loans	2015-06-30	$83,349
Total contributions received or receivable from employer(s)	2015-06-30	$86,540
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$1,805
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$0
Amount contributed by the employer to the plan for this plan year	2015-06-30	$0
2014 : BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$1,482,510
Expenses. Total of all expenses incurred	2014-06-30	$157,410
Benefits paid (including direct rollovers)	2014-06-30	$154,428
Total plan assets at end of year	2014-06-30	$8,712,227
Total plan assets at beginning of year	2014-06-30	$7,387,127
Total contributions received or receivable from participants	2014-06-30	$81,129
Expenses. Other expenses not covered elsewhere	2014-06-30	$1,597
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$1,331,698
Net income (gross income less expenses)	2014-06-30	$1,325,100
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$8,712,227
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$7,387,127
Assets. Value of participant loans	2014-06-30	$110,547
Total contributions received or receivable from employer(s)	2014-06-30	$69,683
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$1,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
2013 : BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$980,358
Expenses. Total of all expenses incurred	2013-06-30	$359,713
Benefits paid (including direct rollovers)	2013-06-30	$357,517
Total plan assets at end of year	2013-06-30	$7,387,127
Total plan assets at beginning of year	2013-06-30	$6,766,482
Total contributions received or receivable from participants	2013-06-30	$89,941
Expenses. Other expenses not covered elsewhere	2013-06-30	$1,401
Contributions received from other sources (not participants or employers)	2013-06-30	$23,511
Other income received	2013-06-30	$783,688
Net income (gross income less expenses)	2013-06-30	$620,645
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$7,387,127
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$6,766,482
Assets. Value of participant loans	2013-06-30	$108,936
Total contributions received or receivable from employer(s)	2013-06-30	$83,218
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$795
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
2012 : BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$282,427
Expenses. Total of all expenses incurred	2012-06-30	$517,363
Benefits paid (including direct rollovers)	2012-06-30	$516,176
Total plan assets at end of year	2012-06-30	$6,766,482
Total plan assets at beginning of year	2012-06-30	$7,001,418
Total contributions received or receivable from participants	2012-06-30	$92,760
Expenses. Other expenses not covered elsewhere	2012-06-30	$1,187
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$97,835
Net income (gross income less expenses)	2012-06-30	$-234,936
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$6,766,482
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$7,001,418
Assets. Value of participant loans	2012-06-30	$40,715
Total contributions received or receivable from employer(s)	2012-06-30	$91,832
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
2011 : BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$1,181,188
Expenses. Total of all expenses incurred	2011-06-30	$285,365
Benefits paid (including direct rollovers)	2011-06-30	$280,697
Total plan assets at end of year	2011-06-30	$7,001,418
Total plan assets at beginning of year	2011-06-30	$6,105,595
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$38,989
Expenses. Other expenses not covered elsewhere	2011-06-30	$3,103
Other income received	2011-06-30	$1,104,931
Net income (gross income less expenses)	2011-06-30	$895,823
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$7,001,418
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$6,105,595
Total contributions received or receivable from employer(s)	2011-06-30	$37,268
Value of corrective distributions	2011-06-30	$555
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$1,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0

Form 5500 Responses for BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN

2015: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BROWN JACOBSON, P.C. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BROWN JACOBSON PC
Employer identification number (EIN):	060871006
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers