401k Plan data: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	001

BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name: BOSSLER-BROWN AND ASSOCIATES, INC.

Employer identification number (EIN): 480759946

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 VALERIE BUNKER
001 2012-01-01 VALERIE BUNKER
001 2011-01-01 VALERIE BUNKER VALERIE BUNKER 2012-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	VALERIE BUNKER
001	2012-01-01	VALERIE BUNKER
001	2011-01-01	VALERIE BUNKER	VALERIE BUNKER	2012-10-12

Plan Statistics for BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2013: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2013 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-21,445
Expenses. Total of all expenses incurred	2013-12-31	$11,365
Benefits paid (including direct rollovers)	2013-12-31	$11,365
Total plan assets at end of year	2013-12-31	$89,318
Total plan assets at beginning of year	2013-12-31	$122,128
Value of fidelity bond covering the plan	2013-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Other income received	2013-12-31	$-21,445
Net income (gross income less expenses)	2013-12-31	$-32,810
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$89,318
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$122,128
Assets. Value of employer securities	2013-12-31	$85,314
Total contributions received or receivable from employer(s)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$-21,925
Expenses. Total of all expenses incurred	2012-12-31	$52,201
Benefits paid (including direct rollovers)	2012-12-31	$52,201
Total plan assets at end of year	2012-12-31	$122,128
Total plan assets at beginning of year	2012-12-31	$196,254
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$-21,925
Net income (gross income less expenses)	2012-12-31	$-74,126
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$122,128
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$196,254
Assets. Value of employer securities	2012-12-31	$115,848
Total contributions received or receivable from employer(s)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-15,110
Expenses. Total of all expenses incurred	2011-12-31	$15,083
Benefits paid (including direct rollovers)	2011-12-31	$13,883
Total plan assets at end of year	2011-12-31	$196,254
Total plan assets at beginning of year	2011-12-31	$226,447
Value of fidelity bond covering the plan	2011-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,200
Other income received	2011-12-31	$-16,310
Net income (gross income less expenses)	2011-12-31	$-30,193
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$196,254
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$226,447
Assets. Value of employer securities	2011-12-31	$180,883
Total contributions received or receivable from employer(s)	2011-12-31	$1,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2013: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSSLER-BROWN AND ASSOCIATES, INC.
Employer identification number (EIN):	480759946
NAIC Classification:	561300