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BROWN & SONS FUEL CO., INC. CASH BALANCE PLAN 401k Plan overview

Plan NameBROWN & SONS FUEL CO., INC. CASH BALANCE PLAN
Plan identification number 002

BROWN & SONS FUEL CO., INC. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BROWN & SONS FUEL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:BROWN & SONS FUEL CO., INC.
Employer identification number (EIN):351347845
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & SONS FUEL CO., INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01JEFFREY MASON2020-10-02
0022018-01-01JEFFREY MASON2019-09-18

Financial Data on BROWN & SONS FUEL CO., INC. CASH BALANCE PLAN

Measure Date Value
2025 : BROWN & SONS FUEL CO., INC. CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-070
Net assets as of the end of the plan year2025-10-07561368
Total assets as of the beginning of the plan year2025-10-07532999
Value of plan covered by a fidelity bond2025-10-0750000
Participant contributions to plan in this plan year2025-10-070
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-0728369
Plan net income in this plan year2025-10-0728369
Net assets as of the end of the plan year2025-10-07561368
Net assets as of the beginning of the plan year2025-10-07532999
Employer contributions to plan in this plan year2025-10-070
2024 : BROWN & SONS FUEL CO., INC. CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-230
Net assets as of the end of the plan year2024-09-23532999
Total assets as of the beginning of the plan year2024-09-23398879
Value of plan covered by a fidelity bond2024-09-2350000
Participant contributions to plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-2334120
Plan net income in this plan year2024-09-23134120
Net assets as of the end of the plan year2024-09-23532999
Net assets as of the beginning of the plan year2024-09-23398879
Employer contributions to plan in this plan year2024-09-23100000

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