401k Plan data: BROWN & SZALLER CO LPA PROFIT SHARING PLAN plan

BROWN & SZALLER CO LPA PROFIT SHARING PLAN 401k Plan overview

Plan Name	BROWN & SZALLER CO LPA PROFIT SHARING PLAN
Plan identification number	001

BROWN & SZALLER CO LPA PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

BROWN & SZALLER CO LPA has sponsored the creation of one or more 401k plans.

Company Name: BROWN & SZALLER CO LPA

Employer identification number (EIN): 341350984

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & SZALLER CO LPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JAMES SZALLER
001 2011-01-01 JAMES SZALLER
001 2009-01-01 JAMES SZALLER

Plan Statistics for BROWN & SZALLER CO LPA PROFIT SHARING PLAN

401k plan membership statisitcs for BROWN & SZALLER CO LPA PROFIT SHARING PLAN

Measure Date Value
2015: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2015: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on BROWN & SZALLER CO LPA PROFIT SHARING PLAN

Measure	Date	Value
2015 : BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$-3,968
Expenses. Total of all expenses incurred	2015-06-30	$221,238
Benefits paid (including direct rollovers)	2015-06-30	$221,229
Total plan assets at end of year	2015-06-30	$0
Total plan assets at beginning of year	2015-06-30	$225,206
Value of fidelity bond covering the plan	2015-06-30	$75,000
Other income received	2015-06-30	$-3,968
Net income (gross income less expenses)	2015-06-30	$-225,206
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$225,206
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$9
2014 : BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$39,966
Expenses. Total of all expenses incurred	2014-12-31	$656,689
Benefits paid (including direct rollovers)	2014-12-31	$656,449
Total plan assets at end of year	2014-12-31	$225,206
Total plan assets at beginning of year	2014-12-31	$841,929
Value of fidelity bond covering the plan	2014-12-31	$75,000
Other income received	2014-12-31	$-12,034
Net income (gross income less expenses)	2014-12-31	$-616,723
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$225,206
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$841,929
Total contributions received or receivable from employer(s)	2014-12-31	$52,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$240
2013 : BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$38,057
Expenses. Total of all expenses incurred	2013-12-31	$78,682
Benefits paid (including direct rollovers)	2013-12-31	$78,544
Total plan assets at end of year	2013-12-31	$841,929
Total plan assets at beginning of year	2013-12-31	$882,554
Value of fidelity bond covering the plan	2013-12-31	$75,000
Other income received	2013-12-31	$38,057
Net income (gross income less expenses)	2013-12-31	$-40,625
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$841,929
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$882,554
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$138
2012 : BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$128,193
Total plan assets at end of year	2012-12-31	$882,554
Total plan assets at beginning of year	2012-12-31	$754,361
Value of fidelity bond covering the plan	2012-12-31	$80,000
Other income received	2012-12-31	$49,629
Net income (gross income less expenses)	2012-12-31	$128,193
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$882,554
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$754,361
Total contributions received or receivable from employer(s)	2012-12-31	$78,564
2011 : BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$5,141
Expenses. Total of all expenses incurred	2011-12-31	$7,389
Benefits paid (including direct rollovers)	2011-12-31	$7,382
Total plan assets at end of year	2011-12-31	$754,361
Total plan assets at beginning of year	2011-12-31	$756,609
Value of fidelity bond covering the plan	2011-12-31	$66,365
Expenses. Other expenses not covered elsewhere	2011-12-31	$7
Other income received	2011-12-31	$5,141
Net income (gross income less expenses)	2011-12-31	$-2,248
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$754,361
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$756,609
2010 : BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$65,048
Expenses. Total of all expenses incurred	2010-12-31	$24
Total plan assets at end of year	2010-12-31	$756,609
Total plan assets at beginning of year	2010-12-31	$691,585
Value of fidelity bond covering the plan	2010-12-31	$66,365
Expenses. Other expenses not covered elsewhere	2010-12-31	$24
Other income received	2010-12-31	$65,048
Net income (gross income less expenses)	2010-12-31	$65,024
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$756,609
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$691,585

Form 5500 Responses for BROWN & SZALLER CO LPA PROFIT SHARING PLAN

2015: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BROWN & SZALLER CO LPA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BROWN & SZALLER CO LPA
Employer identification number (EIN):	341350984
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers