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BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

23, LTD has sponsored the creation of one or more 401k plans.

Company Name:23, LTD
Employer identification number (EIN):840590420
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01GREG PEAY2022-10-14
0022020-01-01GREG PEAY2021-10-13
0022019-01-01GREG PEAY2020-09-21
0022018-01-01
0022018-01-01GREG PEAY2019-10-09
0022017-01-01GREG PEAY
0022016-01-01GREG PEAY
0022015-01-01GREG PEAY
0022014-01-01GREG PEAY
0022013-01-01GREG PEAY
0022012-01-01GREG PEAY
0022011-01-01GREG PEAY
0022009-01-01GREG PEAY
0022009-01-01GREG PEAY

Plan Statistics for BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-0173
Number of retired or separated participants receiving benefits2022-01-0132
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01155
Number of participants with account balances2022-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01157
Total number of active participants reported on line 7a of the Form 55002021-01-0169
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01149
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-0176
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01151
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-0176
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01149
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-0169
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01135
Number of participants with account balances2018-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-0166
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01131
Number of participants with account balances2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-0163
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01123
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-0173
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01119
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01103
Total number of active participants reported on line 7a of the Form 55002014-01-0170
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01102
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0189
Total number of active participants reported on line 7a of the Form 55002013-01-0156
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0184
Number of participants with account balances2013-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0174
Total number of active participants reported on line 7a of the Form 55002012-01-0152
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0173
Number of participants with account balances2012-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0146
Total number of active participants reported on line 7a of the Form 55002011-01-0138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0155
Number of participants with account balances2011-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0134
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0135
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$846,500
Total unrealized appreciation/depreciation of assets2022-12-31$846,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,088,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,566,555
Expenses. Interest paid2022-12-31$220,713
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$220,713
Total income from all sources (including contributions)2022-12-31$2,277,370
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,323,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,102,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,629,261
Value of total assets at end of year2022-12-31$24,685,734
Value of total assets at beginning of year2022-12-31$24,210,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$864
Total interest from all sources2022-12-31$881
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$172,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$172,461
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,020,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,086,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,505
Other income not declared elsewhere2022-12-31$122,829
Administrative expenses (other) incurred2022-12-31$864
Liabilities. Value of operating payables at beginning of year2022-12-31$560,510
Total non interest bearing cash at end of year2022-12-31$2,000,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$953,437
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,596,897
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,643,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,426,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,790,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,111,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,164,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,164,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-494,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$20,102,000
Assets. Invements in employer securities at beginning of year2022-12-31$19,255,500
Contributions received in cash from employer2022-12-31$1,629,261
Employer contributions (assets) at end of year2022-12-31$44,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,102,356
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,920
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$1,987,540
Opinion of an independent qualified public accountant for this plan2022-12-31Qualified
Accountancy firm name2022-12-31FORVIS LLC
Accountancy firm EIN2022-12-31440160260
2021 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,338,000
Total unrealized appreciation/depreciation of assets2021-12-31$2,338,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,566,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,987,224
Expenses. Interest paid2021-12-31$121,336
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$121,336
Total income from all sources (including contributions)2021-12-31$4,438,798
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,385,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,264,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,000,000
Value of total assets at end of year2021-12-31$24,210,015
Value of total assets at beginning of year2021-12-31$21,577,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$90,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$90,706
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,020,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$560,510
Liabilities. Value of operating payables at beginning of year2021-12-31$560,510
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,053,430
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,643,460
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,590,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,790,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,758,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,164,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,901,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,901,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$19,255,500
Assets. Invements in employer securities at beginning of year2021-12-31$16,917,500
Contributions received in cash from employer2021-12-31$2,000,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,264,032
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$1,987,540
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$2,426,714
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLC
Accountancy firm EIN2021-12-31440160260
2020 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$111,000
Total unrealized appreciation/depreciation of assets2020-12-31$111,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,987,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,405,485
Expenses. Interest paid2020-12-31$142,249
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$142,249
Total income from all sources (including contributions)2020-12-31$1,457,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,093,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$951,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,232,024
Value of total assets at end of year2020-12-31$21,577,254
Value of total assets at beginning of year2020-12-31$21,631,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$65,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$65,274
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,020,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$49,260
Administrative expenses (other) incurred2020-12-31$123
Liabilities. Value of operating payables at end of year2020-12-31$560,510
Liabilities. Value of operating payables at beginning of year2020-12-31$560,510
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$363,928
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,590,030
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,226,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,758,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,643,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,901,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,181,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,181,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$16,917,500
Assets. Invements in employer securities at beginning of year2020-12-31$16,806,500
Contributions received in cash from employer2020-12-31$1,232,024
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$951,258
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$2,426,714
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$2,844,975
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD CPAS & ADVISORS
Accountancy firm EIN2020-12-31440160260
2019 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-278,500
Total unrealized appreciation/depreciation of assets2019-12-31$-278,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,405,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,803,829
Expenses. Interest paid2019-12-31$162,166
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$162,166
Total income from all sources (including contributions)2019-12-31$1,979,348
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,029,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$867,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,000,000
Value of total assets at end of year2019-12-31$21,631,587
Value of total assets at beginning of year2019-12-31$21,080,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$89,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$89,932
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,020,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$167,916
Liabilities. Value of operating payables at end of year2019-12-31$560,510
Liabilities. Value of operating payables at beginning of year2019-12-31$560,510
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$1,007,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$949,428
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,226,102
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,276,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,643,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,386,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,181,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$16,806,500
Assets. Invements in employer securities at beginning of year2019-12-31$17,085,000
Contributions received in cash from employer2019-12-31$2,000,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$602,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$867,754
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$2,844,975
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$3,243,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD CPAS & ADVISORS
Accountancy firm EIN2019-12-31440160260
2018 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,625,000
Total unrealized appreciation/depreciation of assets2018-12-31$2,625,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,803,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,183,204
Expenses. Interest paid2018-12-31$181,135
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$181,135
Total income from all sources (including contributions)2018-12-31$3,622,956
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$851,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$666,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$873,106
Value of total assets at end of year2018-12-31$21,080,503
Value of total assets at beginning of year2018-12-31$18,688,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,000
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$211,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$70,920
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,020,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Liabilities. Value of operating payables at end of year2018-12-31$560,510
Liabilities. Value of operating payables at beginning of year2018-12-31$560,510
Total non interest bearing cash at end of year2018-12-31$1,007,358
Total non interest bearing cash at beginning of year2018-12-31$1,821,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,771,634
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,276,674
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,505,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,386,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,406,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-87,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$17,085,000
Assets. Invements in employer securities at beginning of year2018-12-31$14,460,000
Contributions received in cash from employer2018-12-31$873,106
Employer contributions (assets) at end of year2018-12-31$602,000
Income. Dividends from common stock2018-12-31$141,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$666,187
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$3,243,319
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$3,622,694
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD CPAS & ADVISORS
Accountancy firm EIN2018-12-31440160260
2017 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$852,000
Total unrealized appreciation/depreciation of assets2017-12-31$852,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,183,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,544,514
Expenses. Interest paid2017-12-31$199,200
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$199,200
Total income from all sources (including contributions)2017-12-31$1,807,095
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$528,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$324,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$814,345
Value of total assets at end of year2017-12-31$18,688,244
Value of total assets at beginning of year2017-12-31$17,770,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,276
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$61,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$61,426
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,020,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$560,510
Liabilities. Value of operating payables at beginning of year2017-12-31$560,510
Total non interest bearing cash at end of year2017-12-31$1,821,898
Total non interest bearing cash at beginning of year2017-12-31$1,792,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,278,688
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,505,040
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,226,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,406,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,269,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$79,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$14,460,000
Assets. Invements in employer securities at beginning of year2017-12-31$13,608,000
Contributions received in cash from employer2017-12-31$814,345
Employer contributions (assets) at beginning of year2017-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$324,931
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$3,622,694
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$3,984,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-3,538,166
Total unrealized appreciation/depreciation of assets2016-12-31$-3,538,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,544,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,102
Total income from all sources (including contributions)2016-12-31$-2,181,922
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$659,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$659,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,100,000
Value of total assets at end of year2016-12-31$17,770,866
Value of total assets at beginning of year2016-12-31$16,072,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$215,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$70,269
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,020,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$560,510
Total non interest bearing cash at end of year2016-12-31$1,792,994
Total non interest bearing cash at beginning of year2016-12-31$812,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,841,377
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,226,352
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,067,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$30
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,269,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,158,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$41,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$13,608,000
Assets. Invements in employer securities at beginning of year2016-12-31$11,601,577
Contributions received in cash from employer2016-12-31$1,100,000
Employer contributions (assets) at end of year2016-12-31$100,000
Employer contributions (assets) at beginning of year2016-12-31$1,500,000
Income. Dividends from common stock2016-12-31$144,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$659,425
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$5,102
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$3,984,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-343,176
Total unrealized appreciation/depreciation of assets2015-12-31$-343,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,453
Total income from all sources (including contributions)2015-12-31$1,077,678
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$34,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,500,000
Value of total assets at end of year2015-12-31$16,072,831
Value of total assets at beginning of year2015-12-31$15,026,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$57,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$57,142
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,020,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Total non interest bearing cash at end of year2015-12-31$812,657
Total non interest bearing cash at beginning of year2015-12-31$1,243,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,043,134
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,067,729
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,024,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$30
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,158,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,437,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-136,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$11,601,577
Assets. Invements in employer securities at beginning of year2015-12-31$9,944,448
Contributions received in cash from employer2015-12-31$1,500,000
Employer contributions (assets) at end of year2015-12-31$1,500,000
Employer contributions (assets) at beginning of year2015-12-31$2,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,514
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,102
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,453
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,453
Total plan liabilities at beginning of year2014-12-31$250
Total income from all sources2014-12-31$2,267,541
Expenses. Total of all expenses incurred2014-12-31$21,655
Benefits paid (including direct rollovers)2014-12-31$21,655
Total plan assets at end of year2014-12-31$15,026,048
Total plan assets at beginning of year2014-12-31$12,778,959
Value of fidelity bond covering the plan2014-12-31$1,020,000
Other income received2014-12-31$-132,459
Net income (gross income less expenses)2014-12-31$2,245,886
Net plan assets at end of year (total assets less liabilities)2014-12-31$15,024,595
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$12,778,709
Assets. Value of employer securities2014-12-31$9,944,448
Total contributions received or receivable from employer(s)2014-12-31$2,400,000
2013 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$250
Total plan liabilities at beginning of year2013-12-31$546
Total income from all sources2013-12-31$3,423,871
Expenses. Total of all expenses incurred2013-12-31$14,648
Benefits paid (including direct rollovers)2013-12-31$14,648
Total plan assets at end of year2013-12-31$12,778,959
Total plan assets at beginning of year2013-12-31$9,370,032
Value of fidelity bond covering the plan2013-12-31$1,020,000
Other income received2013-12-31$1,723,871
Net income (gross income less expenses)2013-12-31$3,409,223
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,778,709
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,369,486
Assets. Value of employer securities2013-12-31$9,145,596
Total contributions received or receivable from employer(s)2013-12-31$1,700,000
2012 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$546
Total plan liabilities at beginning of year2012-12-31$945
Total income from all sources2012-12-31$3,683,426
Expenses. Total of all expenses incurred2012-12-31$14,280
Benefits paid (including direct rollovers)2012-12-31$14,233
Total plan assets at end of year2012-12-31$9,370,032
Total plan assets at beginning of year2012-12-31$5,701,285
Value of fidelity bond covering the plan2012-12-31$1,020,000
Expenses. Other expenses not covered elsewhere2012-12-31$47
Other income received2012-12-31$2,183,426
Net income (gross income less expenses)2012-12-31$3,669,146
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,369,486
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,700,340
Assets. Value of employer securities2012-12-31$7,434,398
Total contributions received or receivable from employer(s)2012-12-31$1,500,000
2011 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$945
Total income from all sources2011-12-31$2,484,772
Expenses. Total of all expenses incurred2011-12-31$4,757
Benefits paid (including direct rollovers)2011-12-31$4,727
Total plan assets at end of year2011-12-31$5,701,285
Total plan assets at beginning of year2011-12-31$3,220,325
Value of fidelity bond covering the plan2011-12-31$650,000
Expenses. Other expenses not covered elsewhere2011-12-31$30
Other income received2011-12-31$1,234,772
Net income (gross income less expenses)2011-12-31$2,480,015
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,700,340
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,220,325
Assets. Value of employer securities2011-12-31$3,670,678
Total contributions received or receivable from employer(s)2011-12-31$1,250,000
2010 : BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,275,649
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$3,220,325
Total plan assets at beginning of year2010-12-31$1,944,676
Value of fidelity bond covering the plan2010-12-31$350,000
Other income received2010-12-31$496,649
Net income (gross income less expenses)2010-12-31$1,275,649
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,220,325
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,944,676
Assets. Value of employer securities2010-12-31$2,052,054
Total contributions received or receivable from employer(s)2010-12-31$779,000

Form 5500 Responses for BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN

2022: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 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: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRADSBY GROUP EMPLOYEE STOCK OWNERSHIP PLAN 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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