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EBY-BROWN 401K PLAN 401k Plan overview

Plan NameEBY-BROWN 401K PLAN
Plan identification number 001

EBY-BROWN 401K PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

EBY-BROWN COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:EBY-BROWN COMPANY, LLC
Employer identification number (EIN):364382177
NAIC Classification:424940
NAIC Description:Tobacco and Tobacco Product Merchant Wholesalers

Additional information about EBY-BROWN COMPANY, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3240751

More information about EBY-BROWN COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EBY-BROWN 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BONNIE CHLEBEK
0012016-01-01BONNIE CHLEBEK
0012015-01-01BONNIE CHLEBEK BONNIE CHLEBEK2016-09-19
0012014-01-01GARY SKARR GARY SKARR2015-09-21
0012013-01-01GARY SKARR GARY SKARR2014-07-25
0012012-01-01GARY SKARR GARY SKARR2013-08-06
0012011-01-01GARY SKARR GARY SKARR2012-09-11
0012009-01-01JOAN NAUMAN JOAN NAUMAN2010-10-07

Plan Statistics for EBY-BROWN 401K PLAN

401k plan membership statisitcs for EBY-BROWN 401K PLAN

Measure Date Value
2021: EBY-BROWN 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,256
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EBY-BROWN 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,052
Total number of active participants reported on line 7a of the Form 55002020-01-011,736
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01514
Total of all active and inactive participants2020-01-012,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-012,256
Number of participants with account balances2020-01-012,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EBY-BROWN 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,364
Total number of active participants reported on line 7a of the Form 55002019-01-011,674
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01368
Total of all active and inactive participants2019-01-012,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-012,052
Number of participants with account balances2019-01-011,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EBY-BROWN 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,753
Total number of active participants reported on line 7a of the Form 55002018-01-011,736
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01444
Total of all active and inactive participants2018-01-012,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,189
Number of participants with account balances2018-01-011,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EBY-BROWN 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,089
Total number of active participants reported on line 7a of the Form 55002017-01-011,901
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01632
Total of all active and inactive participants2017-01-012,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,539
Number of participants with account balances2017-01-012,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EBY-BROWN 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,295
Total number of active participants reported on line 7a of the Form 55002016-01-011,523
Number of other retired or separated participants entitled to future benefits2016-01-01564
Total of all active and inactive participants2016-01-012,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-012,089
Number of participants with account balances2016-01-012,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EBY-BROWN 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,148
Total number of active participants reported on line 7a of the Form 55002015-01-011,928
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01363
Total of all active and inactive participants2015-01-012,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,295
Number of participants with account balances2015-01-011,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EBY-BROWN 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,219
Total number of active participants reported on line 7a of the Form 55002014-01-011,791
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01348
Total of all active and inactive participants2014-01-012,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-012,148
Number of participants with account balances2014-01-011,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EBY-BROWN 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,214
Total number of active participants reported on line 7a of the Form 55002013-01-011,929
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01287
Total of all active and inactive participants2013-01-012,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,219
Number of participants with account balances2013-01-011,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EBY-BROWN 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,138
Total number of active participants reported on line 7a of the Form 55002012-01-012,018
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01194
Total of all active and inactive participants2012-01-012,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,214
Number of participants with account balances2012-01-011,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EBY-BROWN 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,889
Total number of active participants reported on line 7a of the Form 55002011-01-011,949
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01189
Total of all active and inactive participants2011-01-012,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,138
Number of participants with account balances2011-01-011,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EBY-BROWN 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,987
Total number of active participants reported on line 7a of the Form 55002009-01-011,815
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01153
Total of all active and inactive participants2009-01-011,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,968
Number of participants with account balances2009-01-011,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EBY-BROWN 401K PLAN

Measure Date Value
2021 : EBY-BROWN 401K PLAN 2021 401k financial data
Total transfer of assets from this plan2021-01-31$113,088,179
Total income from all sources (including contributions)2021-01-31$-251,050
Total of all expenses incurred2021-01-31$2,174,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$2,160,963
Value of total assets at end of year2021-01-31$0
Value of total assets at beginning of year2021-01-31$115,513,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$13,550
Total interest from all sources2021-01-31$7,679
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$12,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-01-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$12,341
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$10,000,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Participant contributions at end of year2021-01-31$0
Participant contributions at beginning of year2021-01-31$1,994,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$2,202
Administrative expenses (other) incurred2021-01-31$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$-2,425,563
Value of net assets at end of year (total assets less liabilities)2021-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$115,513,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Investment advisory and management fees2021-01-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$102,085,470
Interest on participant loans2021-01-31$7,679
Value of interest in common/collective trusts at end of year2021-01-31$0
Value of interest in common/collective trusts at beginning of year2021-01-31$9,884,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$-283,958
Net investment gain or loss from common/collective trusts2021-01-31$12,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Employer contributions (assets) at end of year2021-01-31$0
Employer contributions (assets) at beginning of year2021-01-31$1,546,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$2,160,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-01-31No
Did the plan have assets held for investment2021-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31Yes
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31PKF MUELLER
Accountancy firm EIN2021-01-31362658780
2020 : EBY-BROWN 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$22,144,976
Total of all expenses incurred2020-12-31$13,750,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,461,386
Value of total corrective distributions2020-12-31$23,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,133,832
Value of total assets at end of year2020-12-31$115,513,742
Value of total assets at beginning of year2020-12-31$107,118,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$265,097
Total interest from all sources2020-12-31$121,763
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,638,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,638,458
Administrative expenses professional fees incurred2020-12-31$13,625
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,481,456
Participant contributions at end of year2020-12-31$1,994,747
Participant contributions at beginning of year2020-12-31$2,363,812
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$105,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,782
Administrative expenses (other) incurred2020-12-31$213,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,394,806
Value of net assets at end of year (total assets less liabilities)2020-12-31$115,513,742
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$107,118,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$102,085,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$94,665,579
Interest on participant loans2020-12-31$121,763
Value of interest in common/collective trusts at end of year2020-12-31$9,884,766
Value of interest in common/collective trusts at beginning of year2020-12-31$8,645,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,067,724
Net investment gain or loss from common/collective trusts2020-12-31$183,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,546,557
Employer contributions (assets) at end of year2020-12-31$1,546,557
Employer contributions (assets) at beginning of year2020-12-31$1,440,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,461,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PKF MUELLER
Accountancy firm EIN2020-12-31362658780
2019 : EBY-BROWN 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$25,198,414
Total of all expenses incurred2019-12-31$8,687,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,360,789
Expenses. Certain deemed distributions of participant loans2019-12-31$9,394
Value of total corrective distributions2019-12-31$37,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,491,667
Value of total assets at end of year2019-12-31$107,118,936
Value of total assets at beginning of year2019-12-31$90,607,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$279,679
Total interest from all sources2019-12-31$123,078
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,855,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,855,301
Administrative expenses professional fees incurred2019-12-31$13,328
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,495,643
Participant contributions at end of year2019-12-31$2,363,812
Participant contributions at beginning of year2019-12-31$2,263,800
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$555,038
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,624
Administrative expenses (other) incurred2019-12-31$216,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,511,373
Value of net assets at end of year (total assets less liabilities)2019-12-31$107,118,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$90,607,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$94,665,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,160,195
Interest on participant loans2019-12-31$123,078
Value of interest in common/collective trusts at end of year2019-12-31$8,645,777
Value of interest in common/collective trusts at beginning of year2019-12-31$9,747,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,522,449
Net investment gain or loss from common/collective trusts2019-12-31$205,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,440,986
Employer contributions (assets) at end of year2019-12-31$1,440,986
Employer contributions (assets) at beginning of year2019-12-31$1,434,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,360,789
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MUELLER AND CO. LLP
Accountancy firm EIN2019-12-31362658780
2018 : EBY-BROWN 401K PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$135,616
Total income from all sources (including contributions)2018-12-31$3,607,762
Total of all expenses incurred2018-12-31$10,274,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,943,055
Expenses. Certain deemed distributions of participant loans2018-12-31$2,499
Value of total corrective distributions2018-12-31$62,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,035,163
Value of total assets at end of year2018-12-31$90,607,563
Value of total assets at beginning of year2018-12-31$97,138,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$266,743
Total interest from all sources2018-12-31$111,484
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,640,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,640,544
Administrative expenses professional fees incurred2018-12-31$12,825
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,458,747
Participant contributions at end of year2018-12-31$2,263,800
Participant contributions at beginning of year2018-12-31$2,207,104
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,742,738
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$943
Administrative expenses (other) incurred2018-12-31$203,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,666,805
Value of net assets at end of year (total assets less liabilities)2018-12-31$90,607,563
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$97,138,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$77,160,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$86,245,024
Interest on participant loans2018-12-31$111,484
Value of interest in common/collective trusts at end of year2018-12-31$9,747,446
Value of interest in common/collective trusts at beginning of year2018-12-31$8,685,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,353,927
Net investment gain or loss from common/collective trusts2018-12-31$174,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,833,678
Employer contributions (assets) at end of year2018-12-31$1,434,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,943,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MUELLER AND CO. LLP
Accountancy firm EIN2018-12-31362658780
2017 : EBY-BROWN 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$20,381,951
Total of all expenses incurred2017-12-31$8,665,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,382,853
Value of total corrective distributions2017-12-31$19,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,744,896
Value of total assets at end of year2017-12-31$97,138,752
Value of total assets at beginning of year2017-12-31$85,422,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$263,229
Total interest from all sources2017-12-31$97,999
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,483,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,483,731
Administrative expenses professional fees incurred2017-12-31$18,165
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,286,037
Participant contributions at end of year2017-12-31$2,207,104
Participant contributions at beginning of year2017-12-31$2,183,245
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$234,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,229
Administrative expenses (other) incurred2017-12-31$207,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,716,686
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,138,752
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$85,422,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$86,245,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$72,384,978
Interest on participant loans2017-12-31$97,999
Value of interest in common/collective trusts at end of year2017-12-31$8,685,681
Value of interest in common/collective trusts at beginning of year2017-12-31$10,852,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,910,555
Net investment gain or loss from common/collective trusts2017-12-31$144,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,224,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,382,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MUELLER AND CO. LLP
Accountancy firm EIN2017-12-31362658780
2016 : EBY-BROWN 401K PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$203,967
Total income from all sources (including contributions)2016-12-31$14,953,210
Total of all expenses incurred2016-12-31$5,201,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,145,065
Expenses. Certain deemed distributions of participant loans2016-12-31$12,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,786,352
Value of total assets at end of year2016-12-31$85,422,066
Value of total assets at beginning of year2016-12-31$75,466,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,118
Total interest from all sources2016-12-31$117,514
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,548,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,548,482
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,817,863
Participant contributions at end of year2016-12-31$2,183,245
Participant contributions at beginning of year2016-12-31$2,108,972
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,968,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$6,195
Administrative expenses (other) incurred2016-12-31$44,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,751,761
Value of net assets at end of year (total assets less liabilities)2016-12-31$85,422,066
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$75,466,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$72,384,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$52,431,775
Interest on participant loans2016-12-31$116,265
Interest earned on other investments2016-12-31$1,249
Value of interest in common/collective trusts at end of year2016-12-31$10,852,614
Value of interest in common/collective trusts at beginning of year2016-12-31$19,849,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,478,992
Net investment gain or loss from common/collective trusts2016-12-31$1,015,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1
Employer contributions (assets) at beginning of year2016-12-31$1,075,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,145,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MUELLER AND CO. LLP
Accountancy firm EIN2016-12-31362658780
2015 : EBY-BROWN 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$3,036,177
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,922,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,907,004
Expenses. Certain deemed distributions of participant loans2015-12-31$-9,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,325,502
Value of total assets at end of year2015-12-31$75,466,338
Value of total assets at beginning of year2015-12-31$80,352,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,098
Total interest from all sources2015-12-31$91,304
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,299,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,299,090
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,235,315
Participant contributions at end of year2015-12-31$2,108,972
Participant contributions at beginning of year2015-12-31$1,966,255
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,208
Other income not declared elsewhere2015-12-31$5,877
Administrative expenses (other) incurred2015-12-31$25,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,886,560
Value of net assets at end of year (total assets less liabilities)2015-12-31$75,466,338
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$80,352,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$52,431,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$58,677,520
Interest on participant loans2015-12-31$91,304
Value of interest in common/collective trusts at end of year2015-12-31$19,849,612
Value of interest in common/collective trusts at beginning of year2015-12-31$18,705,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,660,300
Net investment gain or loss from common/collective trusts2015-12-31$-25,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,075,979
Employer contributions (assets) at end of year2015-12-31$1,075,979
Employer contributions (assets) at beginning of year2015-12-31$1,003,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,907,004
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MUELLER & CO. LLP
Accountancy firm EIN2015-12-31362658780
2014 : EBY-BROWN 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$7,959,674
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,557,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,553,736
Expenses. Certain deemed distributions of participant loans2014-12-31$-18,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,204,342
Value of total assets at end of year2014-12-31$80,352,898
Value of total assets at beginning of year2014-12-31$80,950,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,918
Total interest from all sources2014-12-31$88,318
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,135,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,135,639
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,172,979
Participant contributions at end of year2014-12-31$1,966,255
Participant contributions at beginning of year2014-12-31$2,105,916
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,149
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,764
Other income not declared elsewhere2014-12-31$6,634
Administrative expenses (other) incurred2014-12-31$21,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-597,618
Value of net assets at end of year (total assets less liabilities)2014-12-31$80,352,898
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$80,950,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$58,677,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$60,594,143
Interest on participant loans2014-12-31$88,318
Value of interest in common/collective trusts at end of year2014-12-31$18,705,524
Value of interest in common/collective trusts at beginning of year2014-12-31$17,241,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,233,756
Net investment gain or loss from common/collective trusts2014-12-31$758,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,003,599
Employer contributions (assets) at end of year2014-12-31$1,003,599
Employer contributions (assets) at beginning of year2014-12-31$1,006,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,553,736
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MUELLER & CO. LLP
Accountancy firm EIN2014-12-31362658780
2013 : EBY-BROWN 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$20,161,449
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,812,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,785,570
Expenses. Certain deemed distributions of participant loans2013-12-31$601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,648,937
Value of total assets at end of year2013-12-31$80,950,516
Value of total assets at beginning of year2013-12-31$66,601,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,171
Total interest from all sources2013-12-31$89,505
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,937,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,937,386
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,334,459
Participant contributions at end of year2013-12-31$2,105,916
Participant contributions at beginning of year2013-12-31$1,979,274
Participant contributions at end of year2013-12-31$2,149
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,308,012
Other income not declared elsewhere2013-12-31$6,473
Administrative expenses (other) incurred2013-12-31$26,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,349,107
Value of net assets at end of year (total assets less liabilities)2013-12-31$80,950,516
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,601,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$60,594,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,577,485
Interest on participant loans2013-12-31$89,505
Value of interest in common/collective trusts at end of year2013-12-31$17,241,842
Value of interest in common/collective trusts at beginning of year2013-12-31$17,059,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,494,704
Net investment gain or loss from common/collective trusts2013-12-31$1,984,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,006,466
Employer contributions (assets) at end of year2013-12-31$1,006,466
Employer contributions (assets) at beginning of year2013-12-31$984,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,785,570
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MUELLER & CO.LLP
Accountancy firm EIN2013-12-31362658780
2012 : EBY-BROWN 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$11,319,353
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,468,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,421,127
Expenses. Certain deemed distributions of participant loans2012-12-31$3,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,403,141
Value of total assets at end of year2012-12-31$66,601,409
Value of total assets at beginning of year2012-12-31$61,750,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,018
Total interest from all sources2012-12-31$88,477
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,253,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,253,268
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,239,351
Participant contributions at end of year2012-12-31$1,979,274
Participant contributions at beginning of year2012-12-31$1,897,362
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$179,002
Other income not declared elsewhere2012-12-31$19,099
Administrative expenses (other) incurred2012-12-31$43,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,851,241
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,601,409
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,750,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,577,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$45,420,576
Interest on participant loans2012-12-31$88,477
Value of interest in common/collective trusts at end of year2012-12-31$17,059,862
Value of interest in common/collective trusts at beginning of year2012-12-31$13,486,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,404,631
Net investment gain or loss from common/collective trusts2012-12-31$1,150,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$984,788
Employer contributions (assets) at end of year2012-12-31$984,788
Employer contributions (assets) at beginning of year2012-12-31$946,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,421,127
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MUELLER & CO. LLP
Accountancy firm EIN2012-12-31362658780
2011 : EBY-BROWN 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$3,043,963
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,792,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,689,751
Expenses. Certain deemed distributions of participant loans2011-12-31$5,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,788,349
Value of total assets at end of year2011-12-31$61,750,168
Value of total assets at beginning of year2011-12-31$63,499,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$97,788
Total interest from all sources2011-12-31$88,303
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,470,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,470,209
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,836,388
Participant contributions at end of year2011-12-31$1,897,362
Participant contributions at beginning of year2011-12-31$1,835,542
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$75,946
Other income not declared elsewhere2011-12-31$80,000
Administrative expenses (other) incurred2011-12-31$97,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,749,003
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,750,168
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,499,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$45,420,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$48,424,376
Interest on participant loans2011-12-31$88,303
Value of interest in common/collective trusts at end of year2011-12-31$13,486,210
Value of interest in common/collective trusts at beginning of year2011-12-31$13,239,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,489,265
Net investment gain or loss from common/collective trusts2011-12-31$106,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,876,015
Employer contributions (assets) at end of year2011-12-31$946,020
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,689,751
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MUELLER & CO. LLP
Accountancy firm EIN2011-12-31362658780
2010 : EBY-BROWN 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$10,201,806
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,138,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,034,676
Expenses. Certain deemed distributions of participant loans2010-12-31$6,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,583,995
Value of total assets at end of year2010-12-31$63,499,171
Value of total assets at beginning of year2010-12-31$55,435,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$96,834
Total interest from all sources2010-12-31$92,056
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,159,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,159,744
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,643,074
Participant contributions at end of year2010-12-31$1,835,542
Participant contributions at beginning of year2010-12-31$1,444,605
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,240
Other income not declared elsewhere2010-12-31$78,328
Administrative expenses (other) incurred2010-12-31$96,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,063,511
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,499,171
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$55,435,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$48,424,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$43,288,613
Interest on participant loans2010-12-31$92,056
Value of interest in common/collective trusts at end of year2010-12-31$13,239,253
Value of interest in common/collective trusts at beginning of year2010-12-31$10,702,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,291,960
Net investment gain or loss from common/collective trusts2010-12-31$995,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$932,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,034,676
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MUELLER & CO. LLP
Accountancy firm EIN2010-12-31362658780
2009 : EBY-BROWN 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EBY-BROWN 401K PLAN

2021: EBY-BROWN 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EBY-BROWN 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EBY-BROWN 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EBY-BROWN 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EBY-BROWN 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EBY-BROWN 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EBY-BROWN 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EBY-BROWN 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EBY-BROWN 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EBY-BROWN 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EBY-BROWN 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EBY-BROWN 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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