BRADHAM BROTHERS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRADHAM BROTHERS, INC. RETIREMENT PLAN
401k plan membership statisitcs for BRADHAM BROTHERS, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2012: BRADHAM BROTHERS, INC. RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 23 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
| Total of all active and inactive participants | 2012-05-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 0 |
| Total participants | 2012-05-01 | 23 |
| Number of participants with account balances | 2012-05-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-01 | 0 |
| 2011: BRADHAM BROTHERS, INC. RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 24 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
| Total of all active and inactive participants | 2011-05-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 0 |
| Total participants | 2011-05-01 | 24 |
| Number of participants with account balances | 2011-05-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-01 | 0 |
| 2010: BRADHAM BROTHERS, INC. RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 27 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 0 |
| Total of all active and inactive participants | 2010-05-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-05-01 | 0 |
| Total participants | 2010-05-01 | 27 |
| Number of participants with account balances | 2010-05-01 | 34 |
| 2009: BRADHAM BROTHERS, INC. RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 28 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 0 |
| Total of all active and inactive participants | 2009-05-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 0 |
| Total participants | 2009-05-01 | 28 |
| Number of participants with account balances | 2009-05-01 | 34 |
| Measure | Date | Value |
|---|
| 2013 : BRADHAM BROTHERS, INC. RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-04-30 | $224,540 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $45,280 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $45,230 |
| Total plan assets at end of year | 2013-04-30 | $1,822,220 |
| Total plan assets at beginning of year | 2013-04-30 | $1,642,960 |
| Total contributions received or receivable from participants | 2013-04-30 | $124,302 |
| Other income received | 2013-04-30 | $51,789 |
| Net income (gross income less expenses) | 2013-04-30 | $179,260 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $1,822,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $1,642,960 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $48,449 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $50 |
| 2012 : BRADHAM BROTHERS, INC. RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-04-30 | $198,684 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $29,608 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $29,558 |
| Total plan assets at end of year | 2012-04-30 | $1,642,960 |
| Total plan assets at beginning of year | 2012-04-30 | $1,473,884 |
| Total contributions received or receivable from participants | 2012-04-30 | $120,965 |
| Other income received | 2012-04-30 | $31,994 |
| Net income (gross income less expenses) | 2012-04-30 | $169,076 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $1,642,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $1,473,884 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $45,725 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $50 |
| 2011 : BRADHAM BROTHERS, INC. RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-04-30 | $264,417 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $44,448 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $44,398 |
| Total plan assets at end of year | 2011-04-30 | $1,473,884 |
| Total plan assets at beginning of year | 2011-04-30 | $1,253,915 |
| Total contributions received or receivable from participants | 2011-04-30 | $119,786 |
| Contributions received from other sources (not participants or employers) | 2011-04-30 | $4,559 |
| Other income received | 2011-04-30 | $39,335 |
| Net income (gross income less expenses) | 2011-04-30 | $219,969 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $1,473,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $1,253,915 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $100,737 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $50 |
| 2012: BRADHAM BROTHERS, INC. RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BRADHAM BROTHERS, INC. RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BRADHAM BROTHERS, INC. RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | Plan funding arrangement – Insurance | Yes |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BRADHAM BROTHERS, INC. RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91674237 |
| Policy instance | 1 |
| Insurance contract or identification number | 91674237 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $7,289 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,289 | | Additional information about fees paid to insurance broker | 4 | | Insurance broker name | JIM FORTENBERRY JR. |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91674237 |
| Policy instance | 1 |
| Insurance contract or identification number | 91674237 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $6,115 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91674237 |
| Policy instance | 1 |
| Insurance contract or identification number | 91674237 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $4,385 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,385 | | Insurance broker organization code? | 4 | | Insurance broker name | JIM FORTENBERRY JR. |
|
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
