BRAUN RESEARCH has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021 : BRAUN RESEARCH 401(K) 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $633,852 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $404,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $310,758 |
Value of total corrective distributions | 2021-12-31 | $16,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $141,893 |
Value of total assets at end of year | 2021-12-31 | $3,843,113 |
Value of total assets at beginning of year | 2021-12-31 | $3,613,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $76,893 |
Total interest from all sources | 2021-12-31 | $7,558 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $140,128 |
Participant contributions at end of year | 2021-12-31 | $107,839 |
Participant contributions at beginning of year | 2021-12-31 | $159,263 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $229,539 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,843,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,613,574 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $3,564,605 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,279,414 |
Interest on participant loans | 2021-12-31 | $6,271 |
Interest earned on other investments | 2021-12-31 | $1,287 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $170,669 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $174,897 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $484,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,765 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $310,758 |
Contract administrator fees | 2021-12-31 | $76,893 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LEAR & PANNEPACKER, LLP |
Accountancy firm EIN | 2021-12-31 | 222947255 |
2020 : BRAUN RESEARCH 401(K) 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $669,732 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $414,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $309,329 |
Value of total corrective distributions | 2020-12-31 | $35,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $194,611 |
Value of total assets at end of year | 2020-12-31 | $3,613,574 |
Value of total assets at beginning of year | 2020-12-31 | $3,358,145 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $69,279 |
Total interest from all sources | 2020-12-31 | $8,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $191,267 |
Participant contributions at end of year | 2020-12-31 | $159,263 |
Participant contributions at beginning of year | 2020-12-31 | $131,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $255,429 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,613,574 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,358,145 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,279,414 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,039,780 |
Interest on participant loans | 2020-12-31 | $7,303 |
Interest earned on other investments | 2020-12-31 | $1,469 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $174,897 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $187,262 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $466,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,344 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $309,329 |
Contract administrator fees | 2020-12-31 | $69,279 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LEAR & PANNEPACKER, LLP |
Accountancy firm EIN | 2020-12-31 | 222947255 |
2019 : BRAUN RESEARCH 401(K) 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $700,993 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $325,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $248,781 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,060 |
Value of total corrective distributions | 2019-12-31 | $24,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $83,723 |
Value of total assets at end of year | 2019-12-31 | $3,358,145 |
Value of total assets at beginning of year | 2019-12-31 | $2,982,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $51,027 |
Total interest from all sources | 2019-12-31 | $5,923 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $26,200 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $83,723 |
Participant contributions at end of year | 2019-12-31 | $131,103 |
Participant contributions at beginning of year | 2019-12-31 | $106,281 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $375,376 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,358,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,982,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $5,185 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,039,780 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,684,690 |
Interest on participant loans | 2019-12-31 | $4,226 |
Interest earned on other investments | 2019-12-31 | $1,697 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $187,262 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $191,798 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $611,347 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $248,781 |
Contract administrator fees | 2019-12-31 | $19,642 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LEAR AND PANNEPACKER |
Accountancy firm EIN | 2019-12-31 | 222947255 |
2018 : BRAUN RESEARCH 401(K) 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $22,538 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $354,896 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $269,353 |
Value of total corrective distributions | 2018-12-31 | $17,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $207,738 |
Value of total assets at end of year | 2018-12-31 | $2,982,769 |
Value of total assets at beginning of year | 2018-12-31 | $3,315,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $68,290 |
Total interest from all sources | 2018-12-31 | $8,896 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $183,347 |
Participant contributions at end of year | 2018-12-31 | $106,281 |
Participant contributions at beginning of year | 2018-12-31 | $164,789 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-332,358 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,982,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,315,127 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,684,690 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,939,341 |
Interest on participant loans | 2018-12-31 | $7,413 |
Interest earned on other investments | 2018-12-31 | $1,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $191,798 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $210,997 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-194,096 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $24,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $269,353 |
Contract administrator fees | 2018-12-31 | $68,290 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LEAR AND PANNEPACKER |
Accountancy firm EIN | 2018-12-31 | 222947255 |
2017 : BRAUN RESEARCH 401(K) 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $509,467 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $175,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $132,074 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $27,168 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $93,077 |
Value of total assets at end of year | 2017-12-31 | $3,315,127 |
Value of total assets at beginning of year | 2017-12-31 | $2,980,665 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $15,763 |
Total interest from all sources | 2017-12-31 | $5,238 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $15,763 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $75,125 |
Participant contributions at end of year | 2017-12-31 | $164,789 |
Participant contributions at beginning of year | 2017-12-31 | $88,879 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $334,462 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,315,127 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,980,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $210,997 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $229,979 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,939,341 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,661,807 |
Interest on participant loans | 2017-12-31 | $3,691 |
Interest earned on other investments | 2017-12-31 | $1,547 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $411,152 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $17,952 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $132,074 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LEAR AND PANNEPACKER |
Accountancy firm EIN | 2017-12-31 | 222947255 |
2016 : BRAUN RESEARCH 401(K) 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $448,986 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $86,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $72,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $265,524 |
Value of total assets at end of year | 2016-12-31 | $2,980,665 |
Value of total assets at beginning of year | 2016-12-31 | $2,618,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $14,394 |
Total interest from all sources | 2016-12-31 | $4,018 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $14,394 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $164,657 |
Participant contributions at end of year | 2016-12-31 | $88,879 |
Participant contributions at beginning of year | 2016-12-31 | $101,055 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $362,093 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,980,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,618,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $229,979 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $223,289 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,661,807 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,294,228 |
Interest on participant loans | 2016-12-31 | $4,018 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $177,809 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $100,867 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $72,499 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LEAR AND PANNEPACKER |
Accountancy firm EIN | 2016-12-31 | 222947255 |
2015 : BRAUN RESEARCH 401(K) 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $179,522 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $77,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $62,930 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $233,311 |
Value of total assets at end of year | 2015-12-31 | $2,618,572 |
Value of total assets at beginning of year | 2015-12-31 | $2,516,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14,156 |
Total interest from all sources | 2015-12-31 | $2,781 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $14,156 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $275,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $152,410 |
Participant contributions at end of year | 2015-12-31 | $101,055 |
Participant contributions at beginning of year | 2015-12-31 | $79,004 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $102,436 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,618,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,516,136 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $223,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $219,987 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,294,228 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,217,145 |
Interest on participant loans | 2015-12-31 | $2,781 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-58,292 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $1,722 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $80,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $62,930 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LEAR AND PANNEPACKER |
Accountancy firm EIN | 2015-12-31 | 222947255 |
2014 : BRAUN RESEARCH 401(K) 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $324,882 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $231,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $218,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $245,557 |
Value of total assets at end of year | 2014-12-31 | $2,516,136 |
Value of total assets at beginning of year | 2014-12-31 | $2,422,815 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13,170 |
Total interest from all sources | 2014-12-31 | $3,339 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $917 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $162,971 |
Participant contributions at end of year | 2014-12-31 | $79,004 |
Participant contributions at beginning of year | 2014-12-31 | $77,258 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $93,321 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,516,136 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,422,815 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $219,987 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $219,854 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,217,145 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,125,703 |
Interest on participant loans | 2014-12-31 | $3,339 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $74,247 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $82,586 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $218,391 |
Contract administrator fees | 2014-12-31 | $12,253 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LEAR AND PANNEPACKER |
Accountancy firm EIN | 2014-12-31 | 222947255 |
2013 : BRAUN RESEARCH 401(K) 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $524,170 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $172,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $158,646 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $237,588 |
Value of total assets at end of year | 2013-12-31 | $2,422,815 |
Value of total assets at beginning of year | 2013-12-31 | $2,071,053 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $13,762 |
Total interest from all sources | 2013-12-31 | $2,432 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $157,389 |
Participant contributions at end of year | 2013-12-31 | $77,258 |
Participant contributions at beginning of year | 2013-12-31 | $58,076 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $351,762 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,422,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,071,053 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $10,748 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $219,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $231,089 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,125,703 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,781,888 |
Interest on participant loans | 2013-12-31 | $2,432 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $282,366 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,784 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $80,199 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $158,646 |
Contract administrator fees | 2013-12-31 | $3,014 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LEAR AND PANNEPACKER |
Accountancy firm EIN | 2013-12-31 | 222947255 |
2012 : BRAUN RESEARCH 401(K) 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $450,333 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $128,939 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $120,365 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $258,966 |
Value of total assets at end of year | 2012-12-31 | $2,071,053 |
Value of total assets at beginning of year | 2012-12-31 | $1,749,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,574 |
Total interest from all sources | 2012-12-31 | $2,949 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $174,607 |
Participant contributions at end of year | 2012-12-31 | $58,076 |
Participant contributions at beginning of year | 2012-12-31 | $101,723 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $1,629 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $321,394 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,071,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,749,659 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $231,089 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,645,156 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,781,888 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $2,949 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $186,918 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $84,359 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,151 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $120,365 |
Contract administrator fees | 2012-12-31 | $8,574 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LEAR AND PANNEPACKER |
Accountancy firm EIN | 2012-12-31 | 222947255 |
2011 : BRAUN RESEARCH 401(K) 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $232,996 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $104,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $98,937 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $255,082 |
Value of total assets at end of year | 2011-12-31 | $1,749,659 |
Value of total assets at beginning of year | 2011-12-31 | $1,621,490 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,890 |
Total interest from all sources | 2011-12-31 | $7,302 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $27,003 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $27,003 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $161,697 |
Participant contributions at end of year | 2011-12-31 | $101,723 |
Participant contributions at beginning of year | 2011-12-31 | $106,291 |
Participant contributions at end of year | 2011-12-31 | $1,629 |
Participant contributions at beginning of year | 2011-12-31 | $26,091 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $128,169 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,749,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,621,490 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,645,156 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,474,778 |
Interest on participant loans | 2011-12-31 | $7,302 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-56,391 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $93,385 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,151 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $14,330 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $98,937 |
Contract administrator fees | 2011-12-31 | $5,890 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WITHUM SMITH AND BROWN, P.C. |
Accountancy firm EIN | 2011-12-31 | 222027092 |
2010 : BRAUN RESEARCH 401(K) 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $414,231 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $56,763 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $56,325 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $-2,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $269,807 |
Value of total assets at end of year | 2010-12-31 | $1,621,490 |
Value of total assets at beginning of year | 2010-12-31 | $1,264,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,128 |
Total interest from all sources | 2010-12-31 | $4,295 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $20,783 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $20,783 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $162,498 |
Participant contributions at end of year | 2010-12-31 | $106,291 |
Participant contributions at beginning of year | 2010-12-31 | $107,382 |
Participant contributions at end of year | 2010-12-31 | $26,091 |
Participant contributions at beginning of year | 2010-12-31 | $4,616 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $6,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $357,468 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,621,490 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,264,022 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,474,778 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,148,782 |
Interest on participant loans | 2010-12-31 | $4,295 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $45 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $45 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $119,346 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $100,819 |
Employer contributions (assets) at end of year | 2010-12-31 | $14,330 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,197 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $56,325 |
Contract administrator fees | 2010-12-31 | $3,128 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WITHUM SMITH AND BROWN, P.C. |
Accountancy firm EIN | 2010-12-31 | 222027092 |
2009 : BRAUN RESEARCH 401(K) 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |