401k Plan data: THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP plan

THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 401k Plan overview

Plan Name	THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP
Plan identification number	002

THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE BRUCE NORRIS FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE BRUCE NORRIS FINANCIAL GROUP, INC.

Employer identification number (EIN): 330738715

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 AARON NORRIS 2017-08-10
002 2015-01-01 AARON NORRIS
002 2014-01-01 AARON NORRIS
002 2013-01-01 AARON NORRIS 2014-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01	AARON NORRIS	2017-08-10
002	2015-01-01	AARON NORRIS
002	2014-01-01	AARON NORRIS
002	2013-01-01	AARON NORRIS	2014-07-23

Plan Statistics for THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP

401k plan membership statisitcs for THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP

Measure Date Value
2016: THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 2016 401k membership
Market value of plan assets 2016-10-02 274,849
Acturial value of plan assets 2016-10-02 274,849
Funding target for retired participants and beneficiaries receiving payment 2016-10-02 0
Number of terminated vested participants 2016-10-02 0
Fundng target for terminated vested participants 2016-10-02 0
Active participant vested funding target 2016-10-02 229,848
Number of active participants 2016-10-02 13
Total funding liabilities for active participants 2016-10-02 229,848
Total participant count 2016-10-02 13
Total funding target for all participants 2016-10-02 229,848
Balance at beginning of prior year after applicable adjustments 2016-10-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-10-02 27,152
Carryover balanced portion elected for use to offset prior years funding requirement 2016-10-02 0
Prefunding balanced used to offset prior years funding requirement 2016-10-02 0
Amount remaining of carryover balance 2016-10-02 0
Amount remaining of prefunding balance 2016-10-02 27,152
Present value of excess contributions 2016-10-02 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-10-02 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-10-02 0
Reductions in caryover balances due to elections or deemed elections 2016-10-02 0
Reductions in prefunding balances due to elections or deemed elections 2016-10-02 0
Balance of carryovers at beginning of current year 2016-10-02 0
Balance of prefunding at beginning of current year 2016-10-02 28,355
Contributions allocated toward unpaid minimum require contributions from prior years 2016-10-02 0
Contributions made to avoid restrictions adjusted to valuation date 2016-10-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-10-02 0
Unpaid minimum required contributions for all prior years 2016-10-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-10-02 0
Remaining amount of unpaid minimum required contributions 2016-10-02 0
Minimum required contributions for current year target normal cost 2016-10-02 0
Net shortfall amortization installment of oustanding balance 2016-10-02 0
Waiver amortization installment 2016-10-02 0
Waived amount of outstanding balance 2016-10-02 0
Total funding amount beforereflecting carryover/prefunding balances 2016-10-02 0
Prefunding balance elected to use to offset funding requirement 2016-10-02 0
Additional cash requirement 2016-10-02 0
Contributions allocatedtoward minimum required contributions for current year 2016-10-02 0
Unpaid minimum required contributions for current year 2016-10-02 0
Unpaid minimum required contributions for all years 2016-10-02 0
2015: THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
2014: THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
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 2
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15

Measure	Date	Value
2016: THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 2016 401k membership
Market value of plan assets	2016-10-02	274,849
Acturial value of plan assets	2016-10-02	274,849
Funding target for retired participants and beneficiaries receiving payment	2016-10-02	0
Number of terminated vested participants	2016-10-02	0
Fundng target for terminated vested participants	2016-10-02	0
Active participant vested funding target	2016-10-02	229,848
Number of active participants	2016-10-02	13
Total funding liabilities for active participants	2016-10-02	229,848
Total participant count	2016-10-02	13
Total funding target for all participants	2016-10-02	229,848
Balance at beginning of prior year after applicable adjustments	2016-10-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-10-02	27,152
Carryover balanced portion elected for use to offset prior years funding requirement	2016-10-02	0
Prefunding balanced used to offset prior years funding requirement	2016-10-02	0
Amount remaining of carryover balance	2016-10-02	0
Amount remaining of prefunding balance	2016-10-02	27,152
Present value of excess contributions	2016-10-02	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-10-02	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-10-02	0
Reductions in caryover balances due to elections or deemed elections	2016-10-02	0
Reductions in prefunding balances due to elections or deemed elections	2016-10-02	0
Balance of carryovers at beginning of current year	2016-10-02	0
Balance of prefunding at beginning of current year	2016-10-02	28,355
Contributions allocated toward unpaid minimum require contributions from prior years	2016-10-02	0
Contributions made to avoid restrictions adjusted to valuation date	2016-10-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-10-02	0
Unpaid minimum required contributions for all prior years	2016-10-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-10-02	0
Remaining amount of unpaid minimum required contributions	2016-10-02	0
Minimum required contributions for current year target normal cost	2016-10-02	0
Net shortfall amortization installment of oustanding balance	2016-10-02	0
Waiver amortization installment	2016-10-02	0
Waived amount of outstanding balance	2016-10-02	0
Total funding amount beforereflecting carryover/prefunding balances	2016-10-02	0
Prefunding balance elected to use to offset funding requirement	2016-10-02	0
Additional cash requirement	2016-10-02	0
Contributions allocatedtoward minimum required contributions for current year	2016-10-02	0
Unpaid minimum required contributions for current year	2016-10-02	0
Unpaid minimum required contributions for all years	2016-10-02	0
2015: THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
2014: THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
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	2
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15

Financial Data on THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP

Measure	Date	Value
2015 : THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 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	$10,016
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$236,083
Total plan assets at beginning of year	2015-12-31	$226,067
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$10,016
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$10,016
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$236,083
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$226,067
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$235,000
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$8
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$226,067
Total plan assets at beginning of year	2014-12-31	$226,059
Total contributions received or receivable from participants	2014-12-31	$0
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	$8
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$8
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$226,067
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$226,059
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP

2015: THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 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: THE BRUCE NORRIS FINANCIAL GROUP, INC. DBPP 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

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Company Name:	THE BRUCE NORRIS FINANCIAL GROUP, INC.
Employer identification number (EIN):	330738715
NAIC Classification:	523900