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BROWN GARGANESE WEISS & D'AGRESTA, P.A. 401k Plan overview

Plan NameBROWN GARGANESE WEISS & D'AGRESTA, P.A.
Plan identification number 001

BROWN GARGANESE WEISS & D'AGRESTA, P.A. 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.
  • 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

BROWN GARGANESE WEISS, ETAL has sponsored the creation of one or more 401k plans.

Company Name:BROWN GARGANESE WEISS, ETAL
Employer identification number (EIN):593372519
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN GARGANESE WEISS & D'AGRESTA, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHERI SHELL2023-07-24 SHERI SHELL2023-07-24
0012021-01-01SHERI SHELL2022-07-28 SHERI SHELL2022-07-28
0012020-01-01SHERI SHELL2021-07-23 SHERI SHELL2021-07-23
0012019-01-01SHERI SHELL2020-07-22 SHERI SHELL2020-07-22
0012018-01-01SHERI SHELL2019-07-22 SHERI SHELL2019-07-22
0012017-01-01SHERI SHELL2018-07-27 SHERI SHELL2018-07-27
0012016-01-01SHERI A. SHELL2017-07-18 SHERI A. SHELL2017-07-18
0012015-01-01SHERI SHELL SHERI SHELL2016-07-22
0012014-01-01SHERI SHELL SHERI SHELL2015-07-29
0012013-01-01SHERI SHELL SHERI SHELL2014-07-25
0012012-01-01SHERI SHELL
0012011-01-01SHERI SHELL
0012009-01-01SHERI SHELL SHERI SHELL2010-07-21
0012009-01-01 SHERI SHELL2010-07-21

Plan Statistics for BROWN GARGANESE WEISS & D'AGRESTA, P.A.

401k plan membership statisitcs for BROWN GARGANESE WEISS & D'AGRESTA, P.A.

Measure Date Value
2015: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0135
Number of participants with account balances2015-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0134
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0133
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2012 401k membership
Total participants, beginning-of-year2012-01-0133
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0138
Number of participants with account balances2012-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2011 401k membership
Total participants, beginning-of-year2011-01-0134
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0139
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0132
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BROWN GARGANESE WEISS & D'AGRESTA, P.A.

Measure Date Value
2015 : BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2015 401k financial data
Total income from all sources2015-12-31$240,471
Expenses. Total of all expenses incurred2015-12-31$94,310
Benefits paid (including direct rollovers)2015-12-31$94,310
Total plan assets at end of year2015-12-31$3,667,830
Total plan assets at beginning of year2015-12-31$3,521,669
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$205,369
Other income received2015-12-31$-47,278
Net income (gross income less expenses)2015-12-31$146,161
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,667,830
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,521,669
Assets. Value of participant loans2015-12-31$148,430
Total contributions received or receivable from employer(s)2015-12-31$82,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2014 401k financial data
Total income from all sources2014-12-31$438,959
Expenses. Total of all expenses incurred2014-12-31$101,329
Benefits paid (including direct rollovers)2014-12-31$54,645
Total plan assets at end of year2014-12-31$3,521,669
Total plan assets at beginning of year2014-12-31$3,184,039
Total contributions received or receivable from participants2014-12-31$212,796
Expenses. Other expenses not covered elsewhere2014-12-31$53
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$146,389
Net income (gross income less expenses)2014-12-31$337,630
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,521,669
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,184,039
Assets. Value of participant loans2014-12-31$131,700
Total contributions received or receivable from employer(s)2014-12-31$79,774
Value of certain deemed distributions of participant loans2014-12-31$46,631
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2013 401k financial data
Total income from all sources2013-12-31$638,043
Expenses. Total of all expenses incurred2013-12-31$163,256
Benefits paid (including direct rollovers)2013-12-31$163,256
Total plan assets at end of year2013-12-31$3,179,282
Total plan assets at beginning of year2013-12-31$2,704,495
Total contributions received or receivable from participants2013-12-31$192,087
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$369,424
Net income (gross income less expenses)2013-12-31$474,787
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,179,282
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,704,495
Assets. Value of participant loans2013-12-31$167,524
Total contributions received or receivable from employer(s)2013-12-31$76,532
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2012 401k financial data
Total income from all sources2012-12-31$502,233
Expenses. Total of all expenses incurred2012-12-31$4,802
Benefits paid (including direct rollovers)2012-12-31$4,802
Total plan assets at end of year2012-12-31$2,696,495
Total plan assets at beginning of year2012-12-31$2,199,063
Total contributions received or receivable from participants2012-12-31$183,358
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$242,367
Net income (gross income less expenses)2012-12-31$497,431
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,696,495
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,199,063
Assets. Value of participant loans2012-12-31$110,732
Total contributions received or receivable from employer(s)2012-12-31$76,508
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2011 401k financial data
Total income from all sources2011-12-31$279,501
Expenses. Total of all expenses incurred2011-12-31$39,201
Benefits paid (including direct rollovers)2011-12-31$29,829
Total plan assets at end of year2011-12-31$2,196,121
Total plan assets at beginning of year2011-12-31$1,955,823
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$172,727
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$8,843
Net income (gross income less expenses)2011-12-31$240,300
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,196,121
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,955,823
Assets. Value of participant loans2011-12-31$86,877
Total contributions received or receivable from employer(s)2011-12-31$97,931
Value of certain deemed distributions of participant loans2011-12-31$9,372
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2010 401k financial data
Total income from all sources2010-12-31$372,338
Expenses. Total of all expenses incurred2010-12-31$27,965
Benefits paid (including direct rollovers)2010-12-31$27,965
Total plan assets at end of year2010-12-31$1,955,823
Total plan assets at beginning of year2010-12-31$1,611,450
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$187,877
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$184,461
Net income (gross income less expenses)2010-12-31$344,373
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,955,823
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,611,450
Assets. Value of participant loans2010-12-31$68,789
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BROWN GARGANESE WEISS & D'AGRESTA, P.A.

2015: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BROWN GARGANESE WEISS & D'AGRESTA, P.A. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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