DAVID M. BRIGGS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about DAVID M. BRIGGS & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-22 | 0 |
| Net assets as of the end of the plan year | 2025-04-22 | 2709651 |
| Total assets as of the beginning of the plan year | 2025-04-22 | 2261126 |
| Value of plan covered by a fidelity bond | 2025-04-22 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-22 | 54880 |
| Other income to plan in this plan year | 2025-04-22 | 372059 |
| Plan net income in this plan year | 2025-04-22 | 448525 |
| Net assets as of the end of the plan year | 2025-04-22 | 2709651 |
| Net assets as of the beginning of the plan year | 2025-04-22 | 2261126 |
| Employer contributions to plan in this plan year | 2025-04-22 | 21586 |
| 2024 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-14 | 0 |
| Net assets as of the end of the plan year | 2024-05-14 | 2261126 |
| Total assets as of the beginning of the plan year | 2024-05-14 | 1809712 |
| Value of plan covered by a fidelity bond | 2024-05-14 | 1000000 |
| Participant contributions to plan in this plan year | 2024-05-14 | 55332 |
| Other income to plan in this plan year | 2024-05-14 | 365686 |
| Plan net income in this plan year | 2024-05-14 | 451414 |
| Net assets as of the end of the plan year | 2024-05-14 | 2261126 |
| Net assets as of the beginning of the plan year | 2024-05-14 | 1809712 |
| Employer contributions to plan in this plan year | 2024-05-14 | 30396 |
| 2022 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-07 | 112186 |
| Net assets as of the end of the plan year | 2022-06-07 | 2089498 |
| Total assets as of the beginning of the plan year | 2022-06-07 | 1794871 |
| Value of plan covered by a fidelity bond | 2022-06-07 | 1000000 |
| Participant contributions to plan in this plan year | 2022-06-07 | 51810 |
| Other contributions to plan in this plan year | 2022-06-07 | 5444 |
| Other income to plan in this plan year | 2022-06-07 | 320174 |
| Plan net income in this plan year | 2022-06-07 | 294627 |
| Net assets as of the end of the plan year | 2022-06-07 | 2089498 |
| Net assets as of the beginning of the plan year | 2022-06-07 | 1794871 |
| Employer contributions to plan in this plan year | 2022-06-07 | 29385 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-07 | 200 |
| 2015 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $122,733 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $206,673 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $206,643 |
| Total plan assets at end of year | 2015-12-31 | $2,068,273 |
| Total plan assets at beginning of year | 2015-12-31 | $2,152,213 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $79,577 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $30 |
| Other income received | 2015-12-31 | $7,890 |
| Net income (gross income less expenses) | 2015-12-31 | $-83,940 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,068,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,152,213 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $35,266 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $173,440 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $84,933 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $84,903 |
| Total plan assets at end of year | 2014-12-31 | $2,152,213 |
| Total plan assets at beginning of year | 2014-12-31 | $2,063,706 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $73,669 |
| Other income received | 2014-12-31 | $63,754 |
| Net income (gross income less expenses) | 2014-12-31 | $88,507 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,152,213 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,063,706 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $36,017 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $30 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $401,222 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $82,978 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $82,948 |
| Total plan assets at end of year | 2013-12-31 | $2,063,706 |
| Total plan assets at beginning of year | 2013-12-31 | $1,745,462 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $72,591 |
| Noncash contributions received | 2013-12-31 | $295,066 |
| Net income (gross income less expenses) | 2013-12-31 | $318,244 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,063,706 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,745,462 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $33,565 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $30 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $271,957 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $68,202 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $67,380 |
| Total plan assets at end of year | 2012-12-31 | $1,745,462 |
| Total plan assets at beginning of year | 2012-12-31 | $1,541,707 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $65,728 |
| Other income received | 2012-12-31 | $180,713 |
| Net income (gross income less expenses) | 2012-12-31 | $203,755 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,745,462 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,541,707 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $25,516 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $822 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $129,046 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $173,591 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $173,561 |
| Total plan assets at end of year | 2011-12-31 | $1,541,707 |
| Total plan assets at beginning of year | 2011-12-31 | $1,586,252 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $63,111 |
| Other income received | 2011-12-31 | $42,478 |
| Net income (gross income less expenses) | 2011-12-31 | $-44,545 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,541,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,586,252 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $23,457 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $30 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $236,044 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $184,164 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $184,164 |
| Total plan assets at end of year | 2010-12-31 | $1,586,252 |
| Total plan assets at beginning of year | 2010-12-31 | $1,534,372 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $55,742 |
| Other income received | 2010-12-31 | $161,894 |
| Net income (gross income less expenses) | 2010-12-31 | $51,880 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,586,252 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,534,372 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $18,408 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING 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 is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID BRIGGS & ASSOCIATES, INC. AMENDED & RESTATED 401K PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
