401k Plan data: BROWN & STREZA RETIREMENT SAVINGS PLAN plan

BROWN & STREZA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	BROWN & STREZA RETIREMENT SAVINGS PLAN
Plan identification number	001

BROWN & STREZA RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BROWN & STREZA, LLP has sponsored the creation of one or more 401k plans.

Company Name: BROWN & STREZA, LLP

Employer identification number (EIN): 330734518

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & STREZA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 CORRIE SAUER
001 2023-01-01
001 2023-01-01 CORRIE SAUER
001 2022-01-01
001 2022-01-01 CORRIE SAUER
001 2021-01-01
001 2021-01-01 CORRIE SAUER
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHERYL MORSE
001 2016-01-01 CHERYL MORSE
001 2015-01-01 CHERYL MORSE
001 2014-01-01 CHERYL MORSE
001 2013-01-01 CHERYL MORSE
001 2012-01-01 CHERYL MORSE CHERYL MORSE 2013-07-24
001 2011-01-01 CHERYL MORSE
001 2010-01-01 RICHARD E. STREZA 2011-07-26 RICHARD E. STREZA 2011-07-26

Plan Statistics for BROWN & STREZA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BROWN & STREZA RETIREMENT SAVINGS PLAN

Measure Date Value
2023: BROWN & STREZA RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 83
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 27
Total of all active and inactive participants 2023-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 110
Number of participants with account balances 2023-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: BROWN & STREZA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 78
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 99
Number of participants with account balances 2022-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: BROWN & STREZA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 74
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 98
Number of participants with account balances 2021-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: BROWN & STREZA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 76
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 95
Number of participants with account balances 2020-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BROWN & STREZA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 68
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 88
Number of participants with account balances 2019-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BROWN & STREZA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 76
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 90
Number of participants with account balances 2018-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: BROWN & STREZA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 70
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 82
Number of participants with account balances 2017-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: BROWN & STREZA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 60
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 69
Number of participants with account balances 2016-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: BROWN & STREZA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 56
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 65
Number of participants with account balances 2015-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: BROWN & STREZA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 46
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 53
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: BROWN & STREZA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 46
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 55
Number of participants with account balances 2013-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BROWN & STREZA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 42
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BROWN & STREZA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 45
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 45
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: BROWN & STREZA RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	83
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	27
Total of all active and inactive participants	2023-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	110
Number of participants with account balances	2023-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: BROWN & STREZA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	78
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	99
Number of participants with account balances	2022-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: BROWN & STREZA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	74
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	98
Number of participants with account balances	2021-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: BROWN & STREZA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	76
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	95
Number of participants with account balances	2020-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BROWN & STREZA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	68
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	88
Number of participants with account balances	2019-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BROWN & STREZA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	76
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	90
Number of participants with account balances	2018-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: BROWN & STREZA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	70
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	82
Number of participants with account balances	2017-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: BROWN & STREZA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	60
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	69
Number of participants with account balances	2016-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: BROWN & STREZA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	56
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	65
Number of participants with account balances	2015-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: BROWN & STREZA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	46
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	53
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: BROWN & STREZA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	46
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	55
Number of participants with account balances	2013-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BROWN & STREZA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	42
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BROWN & STREZA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	45
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	45
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BROWN & STREZA RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$3,261,347
Expenses. Total of all expenses incurred	2023-12-31	$450,067
Benefits paid (including direct rollovers)	2023-12-31	$413,685
Total plan assets at end of year	2023-12-31	$11,858,267
Total plan assets at beginning of year	2023-12-31	$9,046,987
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$924,565
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,939,725
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$2,811,280
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$11,858,267
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$9,046,987
Total contributions received or receivable from employer(s)	2023-12-31	$397,057
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$36,382
2022 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-943,358
Expenses. Total of all expenses incurred	2022-12-31	$492,842
Benefits paid (including direct rollovers)	2022-12-31	$458,056
Total plan assets at end of year	2022-12-31	$9,046,987
Total plan assets at beginning of year	2022-12-31	$10,483,187
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$860,987
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$32,016
Other income received	2022-12-31	$-2,195,305
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,436,200
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$9,046,987
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,483,187
Total contributions received or receivable from employer(s)	2022-12-31	$358,944
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$34,786
2021 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,431,649
Expenses. Total of all expenses incurred	2021-12-31	$145,313
Benefits paid (including direct rollovers)	2021-12-31	$110,620
Total plan assets at end of year	2021-12-31	$10,483,187
Total plan assets at beginning of year	2021-12-31	$8,196,851
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$781,675
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$54,326
Other income received	2021-12-31	$1,264,654
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,286,336
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,483,187
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,196,851
Total contributions received or receivable from employer(s)	2021-12-31	$330,994
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$34,693
2020 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,311,654
Expenses. Total of all expenses incurred	2020-12-31	$999,257
Benefits paid (including direct rollovers)	2020-12-31	$968,406
Total plan assets at end of year	2020-12-31	$8,196,851
Total plan assets at beginning of year	2020-12-31	$6,884,454
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$747,797
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$43,893
Other income received	2020-12-31	$1,214,308
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,312,397
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,196,851
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,884,454
Total contributions received or receivable from employer(s)	2020-12-31	$305,656
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$30,851
2019 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,136,608
Expenses. Total of all expenses incurred	2019-12-31	$888,151
Benefits paid (including direct rollovers)	2019-12-31	$855,815
Total plan assets at end of year	2019-12-31	$6,884,454
Total plan assets at beginning of year	2019-12-31	$5,635,997
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$608,719
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$4,320
Other income received	2019-12-31	$1,248,173
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,248,457
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,884,454
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,635,997
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$275,396
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$550
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$31,786
2018 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$521,430
Expenses. Total of all expenses incurred	2018-12-31	$205,807
Benefits paid (including direct rollovers)	2018-12-31	$175,784
Total plan assets at end of year	2018-12-31	$5,635,997
Total plan assets at beginning of year	2018-12-31	$5,320,374
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$513,230
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$39,203
Other income received	2018-12-31	$-278,192
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$315,623
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,635,997
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,320,374
Total contributions received or receivable from employer(s)	2018-12-31	$247,189
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$30,023
2017 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,513,887
Expenses. Total of all expenses incurred	2017-12-31	$98,949
Benefits paid (including direct rollovers)	2017-12-31	$80,000
Total plan assets at end of year	2017-12-31	$5,320,374
Total plan assets at beginning of year	2017-12-31	$3,905,436
Value of fidelity bond covering the plan	2017-12-31	$400,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$511,570
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$44,656
Other income received	2017-12-31	$728,871
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,414,938
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,320,374
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,905,436
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$228,790
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$18,949
2016 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$769,419
Expenses. Total of all expenses incurred	2016-12-31	$84,841
Benefits paid (including direct rollovers)	2016-12-31	$63,885
Total plan assets at end of year	2016-12-31	$3,905,436
Total plan assets at beginning of year	2016-12-31	$3,220,858
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$314,459
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$157,994
Other income received	2016-12-31	$254,741
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$684,578
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,905,436
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,220,858
Total contributions received or receivable from employer(s)	2016-12-31	$42,225
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$12,195
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,761
2015 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$289,264
Expenses. Total of all expenses incurred	2015-12-31	$76,639
Benefits paid (including direct rollovers)	2015-12-31	$64,687
Total plan assets at end of year	2015-12-31	$3,220,858
Total plan assets at beginning of year	2015-12-31	$3,008,233
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$265,527
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$17,701
Other income received	2015-12-31	$-31,261
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$212,625
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,220,858
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,008,233
Total contributions received or receivable from employer(s)	2015-12-31	$37,297
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$4,008
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,944
2014 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$380,122
Expenses. Total of all expenses incurred	2014-12-31	$431,369
Benefits paid (including direct rollovers)	2014-12-31	$423,327
Total plan assets at end of year	2014-12-31	$3,008,233
Total plan assets at beginning of year	2014-12-31	$3,059,480
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$210,363
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$139,292
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-51,247
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,008,233
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,059,480
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$30,467
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$4,368
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,674
2013 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$604,061
Expenses. Total of all expenses incurred	2013-12-31	$281,211
Benefits paid (including direct rollovers)	2013-12-31	$281,161
Total plan assets at end of year	2013-12-31	$3,059,480
Total plan assets at beginning of year	2013-12-31	$2,736,630
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$209,469
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$4,597
Other income received	2013-12-31	$358,993
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$322,850
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,059,480
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,736,630
Total contributions received or receivable from employer(s)	2013-12-31	$31,002
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
2012 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$490,174
Expenses. Total of all expenses incurred	2012-12-31	$46,029
Benefits paid (including direct rollovers)	2012-12-31	$46,004
Total plan assets at end of year	2012-12-31	$2,736,630
Total plan assets at beginning of year	2012-12-31	$2,292,485
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$206,041
Other income received	2012-12-31	$256,170
Net income (gross income less expenses)	2012-12-31	$444,145
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,736,630
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,292,485
Total contributions received or receivable from employer(s)	2012-12-31	$27,963
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BROWN & STREZA RETIREMENT SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$6,749
Total income from all sources	2011-12-31	$116,533
Expenses. Total of all expenses incurred	2011-12-31	$22,605
Benefits paid (including direct rollovers)	2011-12-31	$22,555
Total plan assets at end of year	2011-12-31	$2,292,485
Total plan assets at beginning of year	2011-12-31	$2,191,808
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$178,747
Other income received	2011-12-31	$-87,462
Net income (gross income less expenses)	2011-12-31	$93,928
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,292,485
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,191,808
Total contributions received or receivable from employer(s)	2011-12-31	$25,248
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50

Form 5500 Responses for BROWN & STREZA RETIREMENT SAVINGS PLAN

2023: BROWN & STREZA RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BROWN & STREZA RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BROWN & STREZA RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BROWN & STREZA RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BROWN & STREZA RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BROWN & STREZA RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BROWN & STREZA RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BROWN & STREZA RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BROWN & STREZA RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BROWN & STREZA RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BROWN & STREZA RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BROWN & STREZA RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BROWN & STREZA RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BROWN & STREZA, LLP
Employer identification number (EIN):	330734518
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	CORRIE SAUER
001	2023-01-01
001	2023-01-01	CORRIE SAUER
001	2022-01-01
001	2022-01-01	CORRIE SAUER
001	2021-01-01
001	2021-01-01	CORRIE SAUER
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CHERYL MORSE
001	2016-01-01	CHERYL MORSE
001	2015-01-01	CHERYL MORSE
001	2014-01-01	CHERYL MORSE
001	2013-01-01	CHERYL MORSE
001	2012-01-01	CHERYL MORSE		CHERYL MORSE	2013-07-24
001	2011-01-01	CHERYL MORSE
001	2010-01-01	RICHARD E. STREZA	2011-07-26	RICHARD E. STREZA	2011-07-26