BROWN & KELLY, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BROWN & KELLY PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2012 : BROWN & KELLY PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-09-30 | $0 |
| Total plan liabilities at end of year | 2012-09-30 | $2,969 |
| Total plan liabilities at beginning of year | 2012-09-30 | $829 |
| Total income from all sources | 2012-09-30 | $707,112 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $1,572,100 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $1,560,522 |
| Total plan assets at end of year | 2012-09-30 | $4,263,095 |
| Total plan assets at beginning of year | 2012-09-30 | $5,125,943 |
| Value of fidelity bond covering the plan | 2012-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2012-09-30 | $66,664 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $2,969 |
| Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
| Other income received | 2012-09-30 | $582,184 |
| Noncash contributions received | 2012-09-30 | $0 |
| Net income (gross income less expenses) | 2012-09-30 | $-864,988 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $4,260,126 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $5,125,114 |
| Assets. Value of participant loans | 2012-09-30 | $16,340 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $58,264 |
| Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
| Value of corrective distributions | 2012-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $8,609 |
| 2011 : BROWN & KELLY PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-09-30 | $829 |
| Total plan liabilities at beginning of year | 2011-09-30 | $0 |
| Total income from all sources | 2011-09-30 | $207,564 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $186,882 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $172,728 |
| Total plan assets at end of year | 2011-09-30 | $5,125,943 |
| Total plan assets at beginning of year | 2011-09-30 | $5,104,432 |
| Value of fidelity bond covering the plan | 2011-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $69,943 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $829 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
| Other income received | 2011-09-30 | $64,469 |
| Noncash contributions received | 2011-09-30 | $0 |
| Net income (gross income less expenses) | 2011-09-30 | $20,682 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $5,125,114 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $5,104,432 |
| Assets. Value of participant loans | 2011-09-30 | $65,607 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $73,152 |
| Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
| Value of corrective distributions | 2011-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $13,325 |
| 2010 : BROWN & KELLY PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| 2011: BROWN & KELLY PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BROWN & KELLY PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BROWN & KELLY PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: BROWN & KELLY PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
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