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BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BROWN AND COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BROWN AND COMPANY, INC.
Employer identification number (EIN):421566594
NAIC Classification:523900

Additional information about BROWN AND COMPANY, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2003-01-01
Company Identification Number: 20021363423
Legal Registered Office Address: 250 Fillmore St Unit 475

Denver
United States of America (USA)
80206

More information about BROWN AND COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARK R BROWN2024-10-05 MARK R BROWN2024-10-05
0022022-01-01MARK R BROWN2023-10-12 MARK R BROWN2023-10-12
0022021-01-01MARK R BROWN2022-10-14 MARK R BROWN2022-10-14
0022020-01-01MARK R BROWN2021-10-13 MARK R BROWN2021-10-13
0022019-01-01MARK R BROWN2020-10-13 MARK R BROWN2020-10-13
0022018-01-01MARK R BROWN2019-10-09 MARK R BROWN2019-10-09
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01MARK R. BROWN MARK R. BROWN2013-10-14
0022011-01-01EMILY STRUNK ERPA 0007772012-10-12 EMILY STRUNK ERPA 0007772012-10-12
0022010-01-01MARK R. BROWN, CFP

Financial Data on BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,009,085
Expenses. Total of all expenses incurred2023-12-31$100,911
Benefits paid (including direct rollovers)2023-12-31$100,000
Total plan assets at end of year2023-12-31$5,510,655
Total plan assets at beginning of year2023-12-31$3,602,481
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$98,572
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,797,262
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,908,174
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,510,655
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,602,481
Assets. Value of assets in partnership/joint-venture interests2023-12-31$159,707
Total contributions received or receivable from employer(s)2023-12-31$113,251
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$911
2022 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,261,896
Expenses. Total of all expenses incurred2022-12-31$154,718
Benefits paid (including direct rollovers)2022-12-31$153,835
Total plan assets at end of year2022-12-31$3,602,481
Total plan assets at beginning of year2022-12-31$5,019,095
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$77,954
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,422,729
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,416,614
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,602,481
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,019,095
Assets. Value of assets in partnership/joint-venture interests2022-12-31$420,490
Total contributions received or receivable from employer(s)2022-12-31$82,879
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$883
2021 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,306,435
Expenses. Total of all expenses incurred2021-12-31$615,805
Benefits paid (including direct rollovers)2021-12-31$605,211
Total plan assets at end of year2021-12-31$5,019,095
Total plan assets at beginning of year2021-12-31$4,328,465
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$105,450
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,104,209
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$690,630
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,019,095
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,328,465
Assets. Value of assets in partnership/joint-venture interests2021-12-31$425,521
Total contributions received or receivable from employer(s)2021-12-31$96,776
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$10,575
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$19
2020 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$988,230
Expenses. Total of all expenses incurred2020-12-31$293,789
Benefits paid (including direct rollovers)2020-12-31$293,088
Total plan assets at end of year2020-12-31$4,328,465
Total plan assets at beginning of year2020-12-31$3,634,024
Value of fidelity bond covering the plan2020-12-31$204,000
Total contributions received or receivable from participants2020-12-31$100,774
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$785,167
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$694,441
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,328,465
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,634,024
Assets. Value of assets in partnership/joint-venture interests2020-12-31$335,980
Total contributions received or receivable from employer(s)2020-12-31$102,289
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$701
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$621,769
Expenses. Total of all expenses incurred2019-12-31$22,142
Benefits paid (including direct rollovers)2019-12-31$22,022
Total plan assets at end of year2019-12-31$3,634,024
Total plan assets at beginning of year2019-12-31$3,034,397
Value of fidelity bond covering the plan2019-12-31$204,000
Total contributions received or receivable from participants2019-12-31$85,205
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$438,142
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$599,627
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,634,024
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,034,397
Assets. Value of participant loans2019-12-31$27,419
Assets. Value of assets in partnership/joint-venture interests2019-12-31$273,440
Total contributions received or receivable from employer(s)2019-12-31$98,422
Value of certain deemed distributions of participant loans2019-12-31$120
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$23,005
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$88,414
Expenses. Total of all expenses incurred2018-12-31$23,392
Benefits paid (including direct rollovers)2018-12-31$23,347
Total plan assets at end of year2018-12-31$3,034,397
Total plan assets at beginning of year2018-12-31$2,946,370
Value of fidelity bond covering the plan2018-12-31$204,000
Total contributions received or receivable from participants2018-12-31$71,817
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-79,140
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$65,022
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,034,397
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,946,370
Assets. Value of participant loans2018-12-31$38,407
Assets. Value of assets in partnership/joint-venture interests2018-12-31$238,502
Total contributions received or receivable from employer(s)2018-12-31$95,737
Value of certain deemed distributions of participant loans2018-12-31$45
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$650,510
Expenses. Total of all expenses incurred2017-12-31$1,155
Benefits paid (including direct rollovers)2017-12-31$581
Total plan assets at end of year2017-12-31$2,946,370
Total plan assets at beginning of year2017-12-31$2,297,015
Value of fidelity bond covering the plan2017-12-31$204,000
Total contributions received or receivable from participants2017-12-31$62,932
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$509,353
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$649,355
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,946,370
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,297,015
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$224,088
Total contributions received or receivable from employer(s)2017-12-31$78,225
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$574
2016 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$605,727
Expenses. Total of all expenses incurred2016-12-31$58,059
Benefits paid (including direct rollovers)2016-12-31$57,098
Total plan assets at end of year2016-12-31$2,297,015
Total plan assets at beginning of year2016-12-31$1,749,347
Value of fidelity bond covering the plan2016-12-31$204,000
Total contributions received or receivable from participants2016-12-31$71,228
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$134,628
Other income received2016-12-31$331,042
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$547,668
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,297,015
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,749,347
Assets. Value of participant loans2016-12-31$33,844
Assets. Value of assets in partnership/joint-venture interests2016-12-31$96,187
Total contributions received or receivable from employer(s)2016-12-31$68,829
Value of certain deemed distributions of participant loans2016-12-31$961
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$65,295
Expenses. Total of all expenses incurred2015-12-31$228,623
Benefits paid (including direct rollovers)2015-12-31$228,623
Total plan assets at end of year2015-12-31$1,749,347
Total plan assets at beginning of year2015-12-31$1,912,675
Value of fidelity bond covering the plan2015-12-31$204,000
Total contributions received or receivable from participants2015-12-31$70,221
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-79,066
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-163,328
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,749,347
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,912,675
Assets. Value of assets in partnership/joint-venture interests2015-12-31$116,261
Total contributions received or receivable from employer(s)2015-12-31$74,140
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$126,987
Expenses. Total of all expenses incurred2014-12-31$25
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,912,675
Total plan assets at beginning of year2014-12-31$1,785,713
Value of fidelity bond covering the plan2014-12-31$204,000
Total contributions received or receivable from participants2014-12-31$67,982
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-12,982
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$126,962
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,912,675
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,785,713
Assets. Value of assets in partnership/joint-venture interests2014-12-31$47,947
Total contributions received or receivable from employer(s)2014-12-31$71,987
Value of certain deemed distributions of participant loans2014-12-31$25
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$527,283
Expenses. Total of all expenses incurred2013-12-31$87,055
Benefits paid (including direct rollovers)2013-12-31$86,810
Total plan assets at end of year2013-12-31$1,785,713
Total plan assets at beginning of year2013-12-31$1,345,485
Value of fidelity bond covering the plan2013-12-31$204,000
Total contributions received or receivable from participants2013-12-31$53,516
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$414,315
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$440,228
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,785,713
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,345,485
Assets. Value of participant loans2013-12-31$7,513
Assets. Value of assets in partnership/joint-venture interests2013-12-31$128,018
Total contributions received or receivable from employer(s)2013-12-31$59,452
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$245
2012 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$251,412
Expenses. Total of all expenses incurred2012-12-31$120,012
Benefits paid (including direct rollovers)2012-12-31$119,547
Total plan assets at end of year2012-12-31$1,345,485
Total plan assets at beginning of year2012-12-31$1,214,085
Value of fidelity bond covering the plan2012-12-31$204,000
Total contributions received or receivable from participants2012-12-31$65,374
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$124,865
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$131,400
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,345,485
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,214,085
Assets. Value of assets in partnership/joint-venture interests2012-12-31$84,405
Total contributions received or receivable from employer(s)2012-12-31$61,173
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$465
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2010 : BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$313,726
Expenses. Total of all expenses incurred2010-12-31$25
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,108,929
Total plan assets at beginning of year2010-12-31$795,228
Value of fidelity bond covering the plan2010-12-31$204,000
Total contributions received or receivable from participants2010-12-31$66,539
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$185,559
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$313,701
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,108,929
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$795,228
Assets. Value of assets in partnership/joint-venture interests2010-12-31$40,544
Total contributions received or receivable from employer(s)2010-12-31$61,628
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$25

Form 5500 Responses for BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN

2023: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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 - TrustYes
2019: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) 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: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained 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
2010: BROWN & TEDSTROM RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
Insurance contract or identification numberE1217564
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
Insurance contract or identification numberE1217564
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1217564
Policy instance 1

Potentially related plans

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