401k Plan data: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN plan

BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN
Plan identification number	001

BROTHERS BROWN & ASSOCIATES PROFIT SHARING 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
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.
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

BROTHERS BROWN & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: BROTHERS BROWN & ASSOCIATES

Employer identification number (EIN): 202084436

NAIC Classification: 522298
NAIC Description: All Other Nondepository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 PENNY BROWN 2019-10-08
001 2017-01-01
001 2016-01-01 PENNY BROWN
001 2015-01-01 PENNY BROWN
001 2014-01-01 PENNY BROWN
001 2013-01-01 PENNY BROWN
001 2012-01-01 SHELLI LEED
001 2011-01-01 DAVID SNYDER 2012-05-08
001 2010-01-01 DAVID SNYDER 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	PENNY BROWN	2019-10-08
001	2017-01-01
001	2016-01-01	PENNY BROWN
001	2015-01-01	PENNY BROWN
001	2014-01-01	PENNY BROWN
001	2013-01-01	PENNY BROWN
001	2012-01-01	SHELLI LEED
001	2011-01-01	DAVID SNYDER	2012-05-08
001	2010-01-01	DAVID SNYDER	2011-07-27

Plan Statistics for BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2018: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 1
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 4
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 4
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2018: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	1
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	4
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	4
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN

Measure	Date	Value
2018 : BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-88,162
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$2,321,200
Total plan assets at beginning of year	2018-12-31	$2,409,362
Other income received	2018-12-31	$-88,162
Net income (gross income less expenses)	2018-12-31	$-88,162
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,321,200
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,409,362
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$780,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$139,245
Expenses. Total of all expenses incurred	2017-12-31	$15
Total plan assets at end of year	2017-12-31	$2,409,362
Total plan assets at beginning of year	2017-12-31	$2,270,132
Other income received	2017-12-31	$139,245
Net income (gross income less expenses)	2017-12-31	$139,230
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,409,362
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,270,132
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$780,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$15
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$166,667
Expenses. Total of all expenses incurred	2016-12-31	$11,986
Benefits paid (including direct rollovers)	2016-12-31	$11,986
Total plan assets at end of year	2016-12-31	$2,270,132
Total plan assets at beginning of year	2016-12-31	$2,115,451
Value of fidelity bond covering the plan	2016-12-31	$450,000
Other income received	2016-12-31	$166,667
Net income (gross income less expenses)	2016-12-31	$154,681
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,270,132
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,115,451
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$920,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$137,499
Expenses. Total of all expenses incurred	2015-12-31	$29,092
Benefits paid (including direct rollovers)	2015-12-31	$29,092
Total plan assets at end of year	2015-12-31	$2,115,451
Total plan assets at beginning of year	2015-12-31	$2,007,044
Value of fidelity bond covering the plan	2015-12-31	$450,000
Other income received	2015-12-31	$116,311
Net income (gross income less expenses)	2015-12-31	$108,407
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,115,451
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,007,044
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$865,000
Total contributions received or receivable from employer(s)	2015-12-31	$21,188
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$92,581
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,007,044
Total plan assets at beginning of year	2014-12-31	$1,914,463
Value of fidelity bond covering the plan	2014-12-31	$425,000
Other income received	2014-12-31	$33,167
Net income (gross income less expenses)	2014-12-31	$92,581
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,007,044
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,914,463
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$433,500
Total contributions received or receivable from employer(s)	2014-12-31	$59,414
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$260,162
Expenses. Total of all expenses incurred	2013-12-31	$10,282
Benefits paid (including direct rollovers)	2013-12-31	$10,282
Total plan assets at end of year	2013-12-31	$1,914,463
Total plan assets at beginning of year	2013-12-31	$1,664,583
Value of fidelity bond covering the plan	2013-12-31	$191,446
Other income received	2013-12-31	$205,072
Net income (gross income less expenses)	2013-12-31	$249,880
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,914,463
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,664,583
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$408,000
Total contributions received or receivable from employer(s)	2013-12-31	$55,090
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$349,603
Expenses. Total of all expenses incurred	2012-12-31	$205,825
Benefits paid (including direct rollovers)	2012-12-31	$205,730
Total plan assets at end of year	2012-12-31	$1,664,583
Total plan assets at beginning of year	2012-12-31	$1,520,805
Value of fidelity bond covering the plan	2012-12-31	$152,080
Other income received	2012-12-31	$286,271
Net income (gross income less expenses)	2012-12-31	$143,778
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,664,583
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,520,805
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$408,000
Total contributions received or receivable from employer(s)	2012-12-31	$63,332
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$95
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN

2018: BROTHERS BROWN & ASSOCIATES PROFIT SHARING 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: BROTHERS BROWN & ASSOCIATES PROFIT SHARING 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: BROTHERS BROWN & ASSOCIATES PROFIT SHARING 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: BROTHERS BROWN & ASSOCIATES PROFIT SHARING 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: BROTHERS BROWN & ASSOCIATES PROFIT SHARING 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: BROTHERS BROWN & ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: BROTHERS BROWN & ASSOCIATES PROFIT SHARING 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

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Company Name:	BROTHERS BROWN & ASSOCIATES
Employer identification number (EIN):	202084436
NAIC Classification:	522298
NAIC Description:	All Other Nondepository Credit Intermediation