Logo

BRISCO & ASSOCIATES 401K SAVINGS PLAN 401k Plan overview

Plan NameBRISCO & ASSOCIATES 401K SAVINGS PLAN
Plan identification number 001

BRISCO & ASSOCIATES 401K SAVINGS PLAN 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.
  • 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

BRISCO & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:BRISCO & ASSOCIATES
Employer identification number (EIN):800064206
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRISCO & ASSOCIATES 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TARA STEWART2023-05-11
0012021-01-01TARA STEWART2022-06-07 TARA STEWART2022-06-07
0012020-01-01TARA STEWART2021-05-21
0012019-01-01TARA STEWART2020-05-12
0012018-01-01
0012017-01-01TARA STEWART2018-05-23
0012016-01-01TARA STEWART2017-06-29
0012015-01-01TARA STEWART2016-05-31
0012014-01-01TARA STEWART
0012013-01-01TARA STEWART
0012012-01-01TARA STEWART
0012011-01-01TARA STEWART
0012009-02-01TARA STEWART

Plan Statistics for BRISCO & ASSOCIATES 401K SAVINGS PLAN

401k plan membership statisitcs for BRISCO & ASSOCIATES 401K SAVINGS PLAN

Measure Date Value
2014: BRISCO & ASSOCIATES 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRISCO & ASSOCIATES 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRISCO & ASSOCIATES 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRISCO & ASSOCIATES 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BRISCO & ASSOCIATES 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-015
Total number of active participants reported on line 7a of the Form 55002009-02-016
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-011
Total of all active and inactive participants2009-02-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-017
Number of participants with account balances2009-02-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-011

Financial Data on BRISCO & ASSOCIATES 401K SAVINGS PLAN

Measure Date Value
2014 : BRISCO & ASSOCIATES 401K SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$2,001
Total income from all sources2014-12-31$60,816
Expenses. Total of all expenses incurred2014-12-31$277
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$431,659
Total plan assets at beginning of year2014-12-31$369,119
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$38,853
Expenses. Other expenses not covered elsewhere2014-12-31$277
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$17,334
Net income (gross income less expenses)2014-12-31$60,539
Net plan assets at end of year (total assets less liabilities)2014-12-31$431,659
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$369,119
Assets. Value of participant loans2014-12-31$9,848
Total contributions received or receivable from employer(s)2014-12-31$4,629
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : BRISCO & ASSOCIATES 401K SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$103,271
Expenses. Total of all expenses incurred2013-12-31$323
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$369,119
Total plan assets at beginning of year2013-12-31$266,171
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$42,995
Expenses. Other expenses not covered elsewhere2013-12-31$323
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$50,313
Net income (gross income less expenses)2013-12-31$102,948
Net plan assets at end of year (total assets less liabilities)2013-12-31$369,119
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$266,171
Assets. Value of participant loans2013-12-31$10,542
Total contributions received or receivable from employer(s)2013-12-31$9,963
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : BRISCO & ASSOCIATES 401K SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$80,311
Expenses. Total of all expenses incurred2012-12-31$311
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$266,171
Total plan assets at beginning of year2012-12-31$1,866,171
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$41,135
Expenses. Other expenses not covered elsewhere2012-12-31$311
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$29,269
Net income (gross income less expenses)2012-12-31$80,000
Net plan assets at end of year (total assets less liabilities)2012-12-31$266,171
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,866,171
Assets. Value of participant loans2012-12-31$8,214
Total contributions received or receivable from employer(s)2012-12-31$9,907
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : BRISCO & ASSOCIATES 401K SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$40,069
Expenses. Total of all expenses incurred2011-12-31$3,141
Benefits paid (including direct rollovers)2011-12-31$2,950
Total plan assets at end of year2011-12-31$186,171
Total plan assets at beginning of year2011-12-31$149,243
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$41,509
Expenses. Other expenses not covered elsewhere2011-12-31$191
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-11,127
Net income (gross income less expenses)2011-12-31$36,928
Net plan assets at end of year (total assets less liabilities)2011-12-31$186,171
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$149,243
Assets. Value of participant loans2011-12-31$1,428
Total contributions received or receivable from employer(s)2011-12-31$9,687
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : BRISCO & ASSOCIATES 401K SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$60,509
Expenses. Total of all expenses incurred2010-12-31$2,352
Benefits paid (including direct rollovers)2010-12-31$2,198
Total plan assets at end of year2010-12-31$149,243
Total plan assets at beginning of year2010-12-31$91,086
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$36,624
Expenses. Other expenses not covered elsewhere2010-12-31$154
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$16,318
Net income (gross income less expenses)2010-12-31$58,157
Net plan assets at end of year (total assets less liabilities)2010-12-31$149,243
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$91,086
Assets. Value of participant loans2010-12-31$1,934
Total contributions received or receivable from employer(s)2010-12-31$7,567
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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

Form 5500 Responses for BRISCO & ASSOCIATES 401K SAVINGS PLAN

2014: BRISCO & ASSOCIATES 401K SAVINGS PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BRISCO & ASSOCIATES 401K SAVINGS PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BRISCO & ASSOCIATES 401K SAVINGS PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BRISCO & ASSOCIATES 401K SAVINGS PLAN 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
2009: BRISCO & ASSOCIATES 401K SAVINGS PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01First time form 5500 has been submittedYes
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812735
Policy instance 1
Insurance contract or identification numberGA-812735
Number of Individuals Covered7
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,882
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,882
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812735
Policy instance 1
Insurance contract or identification numberGA-812735
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,413
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,413
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812735
Policy instance 1
Insurance contract or identification numberGA-812735
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,037
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $1,037
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812735
Policy instance 1
Insurance contract or identification numberGA-812735
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812735
Policy instance 1
Insurance contract or identification numberGA-812735
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $484
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $484
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1