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AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameAGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • 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.

401k Sponsoring company profile

AGNOLI, BARBER & BRUNDAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:AGNOLI, BARBER & BRUNDAGE, INC.
Employer identification number (EIN):592287155
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about AGNOLI, BARBER & BRUNDAGE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-04-11
Company Identification Number: G33364
Legal Registered Office Address: 1200 SOUTH PINE ISLAND ROAD

PLANTATION

33324

More information about AGNOLI, BARBER & BRUNDAGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ANDREA ANDERSON
0012023-01-01
0012023-01-01DOMINICK AMICO
0012022-01-01
0012022-01-01DOMINICK AMICO
0012021-01-01
0012021-01-01ANDREA ANDERSON
0012020-01-01
0012019-01-01DOMINICK AMICO2020-09-25
0012018-01-01DOMINICK AMICO2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01FREDERICK T. BARBER
0012011-01-01DANIEL BRUNDAGE DANIEL BRUNDAGE2012-10-05
0012010-01-01DANIEL BRUNDAGE DANIEL BRUNDAGE2012-10-05
0012009-01-01FREDERICK BARBER III FREDERICK BARBER III2010-10-15

Financial Data on AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 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$988,853
Expenses. Total of all expenses incurred2023-12-31$337,615
Benefits paid (including direct rollovers)2023-12-31$326,771
Total plan assets at end of year2023-12-31$4,572,249
Total plan assets at beginning of year2023-12-31$3,921,011
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$211,904
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$21,310
Other income received2023-12-31$702,072
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$651,238
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,572,249
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,921,011
Assets. Value of participant loans2023-12-31$4,703
Total contributions received or receivable from employer(s)2023-12-31$53,567
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$10,844
2022 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-737,400
Expenses. Total of all expenses incurred2022-12-31$247,418
Benefits paid (including direct rollovers)2022-12-31$239,630
Total plan assets at end of year2022-12-31$3,921,011
Total plan assets at beginning of year2022-12-31$4,905,829
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$192,977
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-982,575
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-984,818
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,921,011
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,905,829
Assets. Value of participant loans2022-12-31$5,750
Total contributions received or receivable from employer(s)2022-12-31$52,198
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$7,788
2021 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$49
Total income from all sources2021-12-31$953,908
Expenses. Total of all expenses incurred2021-12-31$132,642
Benefits paid (including direct rollovers)2021-12-31$120,453
Total plan assets at end of year2021-12-31$4,905,829
Total plan assets at beginning of year2021-12-31$4,084,612
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$148,165
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$769,247
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$821,266
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,905,829
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,084,563
Assets. Value of participant loans2021-12-31$20,137
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$36,496
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$-49
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,238
2020 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$49
Total income from all sources2020-12-31$653,561
Expenses. Total of all expenses incurred2020-12-31$2,942,208
Benefits paid (including direct rollovers)2020-12-31$2,918,211
Total plan assets at end of year2020-12-31$4,084,612
Total plan assets at beginning of year2020-12-31$6,373,210
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$122,477
Other income received2020-12-31$444,128
Net income (gross income less expenses)2020-12-31$-2,288,647
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,084,563
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,373,210
Assets. Value of participant loans2020-12-31$25,363
Assets. Value of assets in partnership/joint-venture interests2020-12-31$54,487
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$86,956
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$23,997
2019 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$1,508,303
Expenses. Total of all expenses incurred2019-12-31$190,012
Benefits paid (including direct rollovers)2019-12-31$168,119
Total plan assets at end of year2019-12-31$6,373,210
Total plan assets at beginning of year2019-12-31$5,054,919
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$111,943
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,112,498
Net income (gross income less expenses)2019-12-31$1,318,291
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,373,210
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,054,919
Assets. Value of assets in partnership/joint-venture interests2019-12-31$56,917
Assets. Value of real-estate (other than employer real property)2019-12-31$120,644
Total contributions received or receivable from employer(s)2019-12-31$283,862
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$21,893
2018 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-378,936
Expenses. Total of all expenses incurred2018-12-31$940,523
Benefits paid (including direct rollovers)2018-12-31$916,791
Total plan assets at end of year2018-12-31$5,054,919
Total plan assets at beginning of year2018-12-31$6,374,378
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$88,218
Other income received2018-12-31$-527,413
Net income (gross income less expenses)2018-12-31$-1,319,459
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,054,919
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,374,378
Assets. Value of assets in partnership/joint-venture interests2018-12-31$46,353
Assets. Value of real-estate (other than employer real property)2018-12-31$186,676
Total contributions received or receivable from employer(s)2018-12-31$60,259
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$23,732
2017 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$1,537,905
Expenses. Total of all expenses incurred2017-12-31$4,738,870
Benefits paid (including direct rollovers)2017-12-31$4,713,026
Total plan assets at end of year2017-12-31$6,374,378
Total plan assets at beginning of year2017-12-31$9,575,343
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$82,044
Contributions received from other sources (not participants or employers)2017-12-31$261,399
Other income received2017-12-31$1,145,507
Net income (gross income less expenses)2017-12-31$-3,200,965
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,374,378
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,575,343
Assets. Value of assets in partnership/joint-venture interests2017-12-31$58,529
Assets. Value of real-estate (other than employer real property)2017-12-31$484,025
Total contributions received or receivable from employer(s)2017-12-31$48,955
Value of corrective distributions2017-12-31$337
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25,507
2016 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$989,914
Expenses. Total of all expenses incurred2016-12-31$635,128
Benefits paid (including direct rollovers)2016-12-31$611,511
Total plan assets at end of year2016-12-31$9,575,343
Total plan assets at beginning of year2016-12-31$9,220,557
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$113,540
Other income received2016-12-31$837,897
Net income (gross income less expenses)2016-12-31$354,786
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,575,343
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,220,557
Assets. Value of assets in partnership/joint-venture interests2016-12-31$44,159
Assets. Value of real-estate (other than employer real property)2016-12-31$475,752
Total contributions received or receivable from employer(s)2016-12-31$38,477
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$23,617
2015 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$383,113
Expenses. Total of all expenses incurred2015-12-31$372
Benefits paid (including direct rollovers)2015-12-31$372
Total plan assets at end of year2015-12-31$9,220,557
Total plan assets at beginning of year2015-12-31$8,837,816
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$102,076
Contributions received from other sources (not participants or employers)2015-12-31$1,203
Other income received2015-12-31$245,541
Net income (gross income less expenses)2015-12-31$382,741
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,220,557
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,837,816
Assets. Value of assets in partnership/joint-venture interests2015-12-31$930,273
Assets. Value of real-estate (other than employer real property)2015-12-31$361,716
Total contributions received or receivable from employer(s)2015-12-31$34,293
2014 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$514,149
Expenses. Total of all expenses incurred2014-12-31$608,581
Benefits paid (including direct rollovers)2014-12-31$608,581
Total plan assets at end of year2014-12-31$8,984,119
Total plan assets at beginning of year2014-12-31$9,078,551
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$84,694
Other income received2014-12-31$400,858
Net income (gross income less expenses)2014-12-31$-94,432
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,984,119
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,078,551
Assets. Value of assets in partnership/joint-venture interests2014-12-31$601,752
Assets. Value of real-estate (other than employer real property)2014-12-31$351,047
Total contributions received or receivable from employer(s)2014-12-31$28,597
2013 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,113,397
Expenses. Total of all expenses incurred2013-12-31$33,037
Benefits paid (including direct rollovers)2013-12-31$33,037
Total plan assets at end of year2013-12-31$9,078,551
Total plan assets at beginning of year2013-12-31$7,998,191
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$80,543
Other income received2013-12-31$1,010,439
Net income (gross income less expenses)2013-12-31$1,080,360
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,078,551
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,998,191
Assets. Value of assets in partnership/joint-venture interests2013-12-31$581,784
Assets. Value of real-estate (other than employer real property)2013-12-31$318,892
Total contributions received or receivable from employer(s)2013-12-31$22,415
2012 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$743,191
Expenses. Total of all expenses incurred2012-12-31$280,682
Benefits paid (including direct rollovers)2012-12-31$278,825
Total plan assets at end of year2012-12-31$7,998,191
Total plan assets at beginning of year2012-12-31$7,535,682
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$70,007
Expenses. Other expenses not covered elsewhere2012-12-31$1,857
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$650,354
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$462,509
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,998,191
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,535,682
Assets. Value of assets in partnership/joint-venture interests2012-12-31$634,684
Assets. Value of real-estate (other than employer real property)2012-12-31$310,192
Total contributions received or receivable from employer(s)2012-12-31$22,830
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$0
2011 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$-150,590
Expenses. Total of all expenses incurred2011-12-31$162,835
Benefits paid (including direct rollovers)2011-12-31$139,254
Total plan assets at end of year2011-12-31$7,535,682
Total plan assets at beginning of year2011-12-31$7,849,107
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$93,025
Expenses. Other expenses not covered elsewhere2011-12-31$23,581
Other income received2011-12-31$-259,841
Net income (gross income less expenses)2011-12-31$-313,425
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,535,682
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,849,107
Assets. Value of assets in partnership/joint-venture interests2011-12-31$250,000
Assets. Value of real-estate (other than employer real property)2011-12-31$238,030
Total contributions received or receivable from employer(s)2011-12-31$16,226
2010 : AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$702,333
Expenses. Total of all expenses incurred2010-12-31$1,156,937
Benefits paid (including direct rollovers)2010-12-31$1,096,374
Total plan assets at end of year2010-12-31$7,850,447
Total plan assets at beginning of year2010-12-31$8,305,051
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$106,979
Expenses. Other expenses not covered elsewhere2010-12-31$21,461
Other income received2010-12-31$581,567
Net income (gross income less expenses)2010-12-31$-454,604
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,850,447
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,305,051
Assets. Value of participant loans2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$250,000
Assets. Value of real-estate (other than employer real property)2010-12-31$249,285
Total contributions received or receivable from employer(s)2010-12-31$13,787
Value of certain deemed distributions of participant loans2010-12-31$39,102

Form 5500 Responses for AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST

2023: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AGNOLI, BARBER & BRUNDAGE, INC. PROFIT SHARING PLAN & TRUST 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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334476 01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334476-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334476-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334476-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334476-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334476-01
Policy instance 1
F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 36274 )
Policy contract numberP0009
Policy instance 1
F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 36274 )
Policy contract numberP0009
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334476-01
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number670121
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number670121
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number670121
Policy instance 1

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