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AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan NameAXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN
Plan identification number 002

AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

AXLEY BRYNELSON, LLP has sponsored the creation of one or more 401k plans.

Company Name:AXLEY BRYNELSON, LLP
Employer identification number (EIN):390804160
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DANIEL T HARDY
0022016-01-01DANIEL T HARDY
0022015-01-01DANIEL T HARDY
0022014-01-01DANIEL T HARDY
0022013-01-01DANIEL T HARDY
0022012-01-01DANIEL T HARDY
0022011-01-01DANIEL T HARDY2012-10-10
0022009-01-01DANIEL T. HARDY

Plan Statistics for AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2023: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01146
Total number of active participants reported on line 7a of the Form 55002023-01-01108
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0139
Total of all active and inactive participants2023-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01152
Number of participants with account balances2023-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01160
Total number of active participants reported on line 7a of the Form 55002022-01-0196
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01146
Number of participants with account balances2022-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01154
Total number of active participants reported on line 7a of the Form 55002021-01-01103
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01160
Number of participants with account balances2021-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01143
Total number of active participants reported on line 7a of the Form 55002020-01-01104
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01153
Number of participants with account balances2020-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01142
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01129
Total number of active participants reported on line 7a of the Form 55002018-01-0196
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01130
Number of participants with account balances2018-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01129
Number of participants with account balances2017-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01123
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01121
Number of participants with account balances2016-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-0188
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01123
Number of participants with account balances2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01123
Total number of active participants reported on line 7a of the Form 55002014-01-0185
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01121
Number of participants with account balances2014-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01126
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01123
Number of participants with account balances2013-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01120
Total number of active participants reported on line 7a of the Form 55002012-01-0190
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01126
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2009: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01116
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01119
Number of participants with account balances2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2023 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$14,010,732
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,445,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,387,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,143,725
Value of total assets at end of year2023-12-31$82,296,568
Value of total assets at beginning of year2023-12-31$73,730,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$58,109
Total interest from all sources2023-12-31$901
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,355,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,355,353
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,345,994
Participant contributions at end of year2023-12-31$16,515
Participant contributions at beginning of year2023-12-31$22,994
Participant contributions at end of year2023-12-31$90,737
Participant contributions at beginning of year2023-12-31$70,744
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,550
Other income not declared elsewhere2023-12-31$11,697
Total non interest bearing cash at end of year2023-12-31$6
Total non interest bearing cash at beginning of year2023-12-31$12,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,565,573
Value of net assets at end of year (total assets less liabilities)2023-12-31$82,296,568
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$73,730,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$22,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$81,713,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$73,252,742
Interest on participant loans2023-12-31$901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$8,499,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,796,181
Employer contributions (assets) at end of year2023-12-31$476,181
Employer contributions (assets) at beginning of year2023-12-31$371,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,387,050
Contract administrator fees2023-12-31$29,671
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,622,988
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,842,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,751,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,972,823
Value of total assets at end of year2022-12-31$73,730,995
Value of total assets at beginning of year2022-12-31$89,196,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,914
Total interest from all sources2022-12-31$1,378
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$951,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$951,131
Administrative expenses professional fees incurred2022-12-31$6,170
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,281,106
Participant contributions at end of year2022-12-31$22,994
Participant contributions at beginning of year2022-12-31$43,886
Participant contributions at end of year2022-12-31$70,744
Participant contributions at beginning of year2022-12-31$112,413
Other income not declared elsewhere2022-12-31$13,560
Total non interest bearing cash at end of year2022-12-31$12,798
Total non interest bearing cash at beginning of year2022-12-31$85,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,465,985
Value of net assets at end of year (total assets less liabilities)2022-12-31$73,730,995
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$89,196,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$1,784,671
Investment advisory and management fees2022-12-31$27,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$73,252,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$86,747,338
Interest on participant loans2022-12-31$1,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,561,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,691,717
Employer contributions (assets) at end of year2022-12-31$371,717
Employer contributions (assets) at beginning of year2022-12-31$422,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,751,083
Contract administrator fees2022-12-31$58,285
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$294,141
Total unrealized appreciation/depreciation of assets2021-12-31$294,141
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$11,581,156
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,829,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,788,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,960,616
Value of total assets at end of year2021-12-31$89,196,980
Value of total assets at beginning of year2021-12-31$81,444,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,695
Total interest from all sources2021-12-31$2,671
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,969,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,969,490
Administrative expenses professional fees incurred2021-12-31$32,445
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,217,831
Participant contributions at end of year2021-12-31$43,886
Participant contributions at beginning of year2021-12-31$77,691
Participant contributions at end of year2021-12-31$112,413
Participant contributions at beginning of year2021-12-31$127,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$15,564
Total non interest bearing cash at end of year2021-12-31$85,887
Total non interest bearing cash at beginning of year2021-12-31$741,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,752,138
Value of net assets at end of year (total assets less liabilities)2021-12-31$89,196,980
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$81,444,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$1,784,671
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,396,406
Investment advisory and management fees2021-12-31$8,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$86,747,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$78,522,801
Interest on participant loans2021-12-31$2,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,354,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,742,785
Employer contributions (assets) at end of year2021-12-31$422,785
Employer contributions (assets) at beginning of year2021-12-31$564,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,788,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$88,144
Total unrealized appreciation/depreciation of assets2020-12-31$88,144
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$12,798,145
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,735,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,676,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,034,580
Value of total assets at end of year2020-12-31$81,444,842
Value of total assets at beginning of year2020-12-31$70,382,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,630
Total interest from all sources2020-12-31$3,923
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,231,692
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$1,231,692
Administrative expenses professional fees incurred2020-12-31$39,005
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,263,412
Participant contributions at end of year2020-12-31$77,691
Participant contributions at beginning of year2020-12-31$100,998
Participant contributions at end of year2020-12-31$127,065
Participant contributions at beginning of year2020-12-31$166,409
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$15,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$37,443
Other income not declared elsewhere2020-12-31$27
Total non interest bearing cash at end of year2020-12-31$741,129
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,062,273
Value of net assets at end of year (total assets less liabilities)2020-12-31$81,444,842
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$70,382,569
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
Assets. partnership/joint venture interests at end of year2020-12-31$1,396,406
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,310,295
Investment advisory and management fees2020-12-31$20,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$78,522,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$68,093,514
Interest on participant loans2020-12-31$3,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$86,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,439,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$1,764,495
Employer contributions (assets) at end of year2020-12-31$564,186
Employer contributions (assets) at beginning of year2020-12-31$587,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,676,242
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
Aggregate proceeds on sale of assets2020-12-31$88,867
Aggregate carrying amount (costs) on sale of assets2020-12-31$88,867
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-84,860
Total unrealized appreciation/depreciation of assets2019-12-31$-84,860
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$2,629
Total income from all sources (including contributions)2019-12-31$14,108,090
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$391,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$338,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,987,561
Value of total assets at end of year2019-12-31$70,382,569
Value of total assets at beginning of year2019-12-31$56,668,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,499
Total interest from all sources2019-12-31$6,318
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,466,438
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$1,466,438
Administrative expenses professional fees incurred2019-12-31$36,999
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,299,361
Participant contributions at end of year2019-12-31$100,998
Participant contributions at beginning of year2019-12-31$119,278
Participant contributions at end of year2019-12-31$166,409
Participant contributions at beginning of year2019-12-31$86,239
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$37,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$37,620
Other income not declared elsewhere2019-12-31$54
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$2,629
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$13,716,351
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,382,569
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,666,218
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
Assets. partnership/joint venture interests at end of year2019-12-31$1,310,295
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,398,251
Investment advisory and management fees2019-12-31$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,093,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,595,051
Interest on participant loans2019-12-31$6,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$86,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$83,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,732,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$1,687,078
Employer contributions (assets) at end of year2019-12-31$587,077
Employer contributions (assets) at beginning of year2019-12-31$348,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$338,240
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-340,891
Total unrealized appreciation/depreciation of assets2018-12-31$-340,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,036,434
Total loss/gain on sale of assets2018-12-31$91,235
Total of all expenses incurred2018-12-31$3,015,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,959,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,932,218
Value of total assets at end of year2018-12-31$56,668,847
Value of total assets at beginning of year2018-12-31$60,718,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,247
Total interest from all sources2018-12-31$6,151
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,222,326
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$1,222,326
Administrative expenses professional fees incurred2018-12-31$33,839
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,158,640
Participant contributions at end of year2018-12-31$119,278
Participant contributions at beginning of year2018-12-31$140,266
Participant contributions at end of year2018-12-31$86,239
Participant contributions at beginning of year2018-12-31$61,982
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$105,056
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$37,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$115,887
Liabilities. Value of operating payables at end of year2018-12-31$2,629
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,051,804
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,666,218
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,718,022
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
Assets. partnership/joint venture interests at end of year2018-12-31$1,398,251
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,650,890
Investment advisory and management fees2018-12-31$22,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,595,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,408,866
Interest on participant loans2018-12-31$6,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$83,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$80,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,947,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,668,522
Employer contributions (assets) at end of year2018-12-31$348,522
Employer contributions (assets) at beginning of year2018-12-31$259,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,959,123
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
Aggregate proceeds on sale of assets2018-12-31$92,285
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,050
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-183,061
Total unrealized appreciation/depreciation of assets2017-12-31$-183,061
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$10,500,156
Total loss/gain on sale of assets2017-12-31$617,359
Total of all expenses incurred2017-12-31$4,630,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,575,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,627,633
Value of total assets at end of year2017-12-31$60,718,022
Value of total assets at beginning of year2017-12-31$54,848,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,134
Total interest from all sources2017-12-31$3,890
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,057,499
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$1,057,499
Administrative expenses professional fees incurred2017-12-31$55,134
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,090,980
Participant contributions at end of year2017-12-31$140,266
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$61,982
Participant contributions at beginning of year2017-12-31$41,295
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$67,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$115,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$38,487
Other income not declared elsewhere2017-12-31$299
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$1,184,517
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$5,869,657
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,718,022
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$54,848,365
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
Assets. partnership/joint venture interests at end of year2017-12-31$1,650,890
Assets. partnership/joint venture interests at beginning of year2017-12-31$3,232,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$58,408,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,752,435
Interest on participant loans2017-12-31$3,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$80,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$313,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,376,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$1,469,228
Employer contributions (assets) at end of year2017-12-31$259,228
Employer contributions (assets) at beginning of year2017-12-31$286,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,575,365
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
Aggregate proceeds on sale of assets2017-12-31$2,939,559
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,322,200
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH & GESTELAND, LLP
Accountancy firm EIN2017-12-31390857178
2016 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-35,499
Total unrealized appreciation/depreciation of assets2016-12-31$-35,499
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$5,652,077
Total loss/gain on sale of assets2016-12-31$-44,534
Total of all expenses incurred2016-12-31$5,160,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,090,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,527,990
Value of total assets at end of year2016-12-31$54,848,365
Value of total assets at beginning of year2016-12-31$54,357,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,432
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$898,243
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$898,243
Administrative expenses professional fees incurred2016-12-31$44,546
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$1,021,851
Participant contributions at end of year2016-12-31$41,295
Participant contributions at beginning of year2016-12-31$47,470
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,207,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$38,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$21,229
Total non interest bearing cash at end of year2016-12-31$1,184,517
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$491,244
Value of net assets at end of year (total assets less liabilities)2016-12-31$54,848,365
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,357,121
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
Assets. partnership/joint venture interests at end of year2016-12-31$3,232,420
Assets. partnership/joint venture interests at beginning of year2016-12-31$4,414,242
Investment advisory and management fees2016-12-31$25,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,752,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$48,124,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$313,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$297,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,305,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$1,506,139
Employer contributions (assets) at end of year2016-12-31$286,139
Employer contributions (assets) at beginning of year2016-12-31$244,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,090,401
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
Aggregate proceeds on sale of assets2016-12-31$2,274,977
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,319,511
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH & GESTELAND, LLP
Accountancy firm EIN2016-12-31390857178
2015 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-201,368
Total unrealized appreciation/depreciation of assets2015-12-31$-201,368
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$1,516,817
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,881,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,828,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,435,517
Value of total assets at end of year2015-12-31$54,357,121
Value of total assets at beginning of year2015-12-31$54,721,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,008
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$884,483
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$884,483
Administrative expenses professional fees incurred2015-12-31$3,850
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$980,978
Participant contributions at end of year2015-12-31$47,470
Participant contributions at beginning of year2015-12-31$35,769
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,207,706
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$750,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$21,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,427
Other income not declared elsewhere2015-12-31$26,756
Administrative expenses (other) incurred2015-12-31$32,658
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$700,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-364,381
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,357,121
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,721,502
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
Assets. partnership/joint venture interests at end of year2015-12-31$4,414,242
Assets. partnership/joint venture interests at beginning of year2015-12-31$4,405,863
Investment advisory and management fees2015-12-31$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$48,124,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$48,173,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$297,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$270,219
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$7,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,628,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$1,454,539
Employer contributions (assets) at end of year2015-12-31$244,539
Employer contributions (assets) at beginning of year2015-12-31$369,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,820,352
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 name2015-12-31SMITH & GESTELAND, LLP
Accountancy firm EIN2015-12-31390857178
2014 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$384,371
Total unrealized appreciation/depreciation of assets2014-12-31$384,371
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$5,136,501
Total loss/gain on sale of assets2014-12-31$36,610
Total of all expenses incurred2014-12-31$2,927,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,874,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,478,014
Value of total assets at end of year2014-12-31$54,721,502
Value of total assets at beginning of year2014-12-31$52,512,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,909
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$819,417
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$819,417
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$977,360
Participant contributions at end of year2014-12-31$35,769
Participant contributions at beginning of year2014-12-31$44,521
Assets. Other investments not covered elsewhere at end of year2014-12-31$750,000
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$596,413
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$20,421
Administrative expenses (other) incurred2014-12-31$32,554
Total non interest bearing cash at end of year2014-12-31$700,000
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$2,209,130
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,721,502
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,512,372
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
Assets. partnership/joint venture interests at end of year2014-12-31$4,405,863
Assets. partnership/joint venture interests at beginning of year2014-12-31$4,175,080
Investment advisory and management fees2014-12-31$20,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$48,173,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,041,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$270,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$366,396
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,418,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,469,676
Employer contributions (assets) at end of year2014-12-31$369,676
Employer contributions (assets) at beginning of year2014-12-31$267,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,866,507
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
Aggregate proceeds on sale of assets2014-12-31$132,788
Aggregate carrying amount (costs) on sale of assets2014-12-31$96,178
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 name2014-12-31SMITH & GESTELAND, LLP
Accountancy firm EIN2014-12-31390857178
2013 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$471,857
Total unrealized appreciation/depreciation of assets2013-12-31$471,857
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$10,241,318
Total loss/gain on sale of assets2013-12-31$33,909
Total of all expenses incurred2013-12-31$1,574,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,516,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,420,327
Value of total assets at end of year2013-12-31$52,512,372
Value of total assets at beginning of year2013-12-31$43,845,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$57,658
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$711,551
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$711,551
Administrative expenses professional fees incurred2013-12-31$1,950
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$943,125
Participant contributions at end of year2013-12-31$44,521
Participant contributions at beginning of year2013-12-31$40,870
Assets. Other investments not covered elsewhere at end of year2013-12-31$596,413
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$530,542
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$109,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$20,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$28,447
Other income not declared elsewhere2013-12-31$122
Administrative expenses (other) incurred2013-12-31$55,708
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$8,666,922
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,512,372
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,845,450
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
Assets. partnership/joint venture interests at end of year2013-12-31$4,175,080
Assets. partnership/joint venture interests at beginning of year2013-12-31$3,750,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,041,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,747,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$366,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$553,249
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$14,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,603,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,367,969
Employer contributions (assets) at end of year2013-12-31$267,969
Employer contributions (assets) at beginning of year2013-12-31$193,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,502,663
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
Aggregate proceeds on sale of assets2013-12-31$1,255,778
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,221,869
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 name2013-12-31SMITH & GESTELAND, LLP
Accountancy firm EIN2013-12-31390857178
2012 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$10,705,717
Expenses. Total of all expenses incurred2012-12-31$2,707,992
Benefits paid (including direct rollovers)2012-12-31$2,659,269
Total plan assets at end of year2012-12-31$43,843,985
Total plan assets at beginning of year2012-12-31$35,846,260
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$901,059
Contributions received from other sources (not participants or employers)2012-12-31$930,065
Other income received2012-12-31$7,532,386
Net income (gross income less expenses)2012-12-31$7,997,725
Net plan assets at end of year (total assets less liabilities)2012-12-31$43,843,985
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$35,846,260
Assets. Value of assets in partnership/joint-venture interests2012-12-31$3,750,982
Total contributions received or receivable from employer(s)2012-12-31$1,342,207
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$48,723
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2010 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$7,017,413
Expenses. Total of all expenses incurred2010-12-31$1,231,886
Benefits paid (including direct rollovers)2010-12-31$1,167,505
Total plan assets at end of year2010-12-31$37,736,497
Total plan assets at beginning of year2010-12-31$31,950,970
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$840,300
Expenses. Other expenses not covered elsewhere2010-12-31$64,381
Contributions received from other sources (not participants or employers)2010-12-31$128,639
Other income received2010-12-31$4,770,270
Net income (gross income less expenses)2010-12-31$5,785,527
Net plan assets at end of year (total assets less liabilities)2010-12-31$37,736,497
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$31,950,970
Total contributions received or receivable from employer(s)2010-12-31$1,278,204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING 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 AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

2023: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2009: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING 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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )
Policy contract numberB05019226
Policy instance 1
Insurance contract or identification numberB05019226
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )
Policy contract numberB05019226
Policy instance 1
Insurance contract or identification numberB05019226
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )
Policy contract numberB05019226
Policy instance 1
Insurance contract or identification numberB05019226
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )
Policy contract numberB05019226
Policy instance 1
Insurance contract or identification numberB05019226
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )
Policy contract numberB05019226
Policy instance 2
Insurance contract or identification numberB05019226
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberM51675
Policy instance 1
Insurance contract or identification numberM51675
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )
Policy contract numberB05019226
Policy instance 2
Insurance contract or identification numberB05019226
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number060493340
Policy instance 1
Insurance contract or identification number060493340
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )
Policy contract numberB05019226
Policy instance 2
Insurance contract or identification numberB05019226
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number060493340
Policy instance 1
Insurance contract or identification number060493340
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )
Policy contract numberB05019226
Policy instance 2
Insurance contract or identification numberB05019226
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $121
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121
Insurance broker organization code?3
Insurance broker nameTIMOTHY D FENNER
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number060493340
Policy instance 1
Insurance contract or identification number060493340
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberM51675
Policy instance 1
Insurance contract or identification numberM51675
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 64645 )
Policy contract number2141072
Policy instance 2
Insurance contract or identification number2141072
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $121
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,929
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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