BOSSLER-BROWN AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
---|
2019: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 9 |
Number of participants with account balances | 2018-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 9 |
Number of participants with account balances | 2017-01-01 | 9 |
2016: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
Total of all active and inactive participants | 2016-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 11 |
Number of participants with account balances | 2016-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2009: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 18 |
Total of all active and inactive participants | 2009-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 22 |
Number of participants with account balances | 2009-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2019 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data |
---|
Total income from all sources | 2019-11-06 | $-6,231 |
Expenses. Total of all expenses incurred | 2019-11-06 | $3,811 |
Benefits paid (including direct rollovers) | 2019-11-06 | $3,811 |
Total plan assets at end of year | 2019-11-06 | $0 |
Total plan assets at beginning of year | 2019-11-06 | $10,042 |
Value of fidelity bond covering the plan | 2019-11-06 | $50,000 |
Other income received | 2019-11-06 | $-6,231 |
Net income (gross income less expenses) | 2019-11-06 | $-10,042 |
Net plan assets at end of year (total assets less liabilities) | 2019-11-06 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-11-06 | $10,042 |
Assets. Value of employer securities | 2019-11-06 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-11-06 | $0 |
2018 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $-17,150 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,607 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,600 |
Total plan assets at end of year | 2018-12-31 | $10,042 |
Total plan assets at beginning of year | 2018-12-31 | $29,799 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $7 |
Other income received | 2018-12-31 | $-17,150 |
Net income (gross income less expenses) | 2018-12-31 | $-19,757 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,042 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $29,799 |
Assets. Value of employer securities | 2018-12-31 | $4,108 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $-5,450 |
Expenses. Total of all expenses incurred | 2017-12-31 | $11,199 |
Benefits paid (including direct rollovers) | 2017-12-31 | $11,173 |
Total plan assets at end of year | 2017-12-31 | $29,799 |
Total plan assets at beginning of year | 2017-12-31 | $46,448 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $26 |
Other income received | 2017-12-31 | $-5,450 |
Net income (gross income less expenses) | 2017-12-31 | $-16,649 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $29,799 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $46,448 |
Assets. Value of employer securities | 2017-12-31 | $23,962 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $-6,230 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,513 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,500 |
Total plan assets at end of year | 2016-12-31 | $46,448 |
Total plan assets at beginning of year | 2016-12-31 | $55,191 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $13 |
Other income received | 2016-12-31 | $-6,230 |
Net income (gross income less expenses) | 2016-12-31 | $-8,743 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $46,448 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $55,191 |
Assets. Value of employer securities | 2016-12-31 | $40,323 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $-27,743 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,509 |
Benefits paid (including direct rollovers) | 2015-12-31 | $2,509 |
Total plan assets at end of year | 2015-12-31 | $55,191 |
Total plan assets at beginning of year | 2015-12-31 | $85,443 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Other income received | 2015-12-31 | $-27,743 |
Net income (gross income less expenses) | 2015-12-31 | $-30,252 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $55,191 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $85,443 |
Assets. Value of employer securities | 2015-12-31 | $49,124 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data |
---|
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $139 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,014 |
Benefits paid (including direct rollovers) | 2014-12-31 | $4,000 |
Total plan assets at end of year | 2014-12-31 | $85,443 |
Total plan assets at beginning of year | 2014-12-31 | $89,318 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $14 |
Other income received | 2014-12-31 | $139 |
Net income (gross income less expenses) | 2014-12-31 | $-3,875 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $85,443 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $89,318 |
Assets. Value of employer securities | 2014-12-31 | $79,514 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2010 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $-37,926 |
Expenses. Total of all expenses incurred | 2010-12-31 | $9,949 |
Benefits paid (including direct rollovers) | 2010-12-31 | $8,749 |
Total plan assets at end of year | 2010-12-31 | $226,447 |
Total plan assets at beginning of year | 2010-12-31 | $274,322 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,200 |
Other income received | 2010-12-31 | $-39,126 |
Net income (gross income less expenses) | 2010-12-31 | $-47,875 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $226,447 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $274,322 |
Assets. Value of employer securities | 2010-12-31 | $209,786 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $1,200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2019: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BOSSLER-BROWN AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |