JAMES E BROWN & ASSOCIATES PLL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025: JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-23 | 16 |
| Total number of particpants at end of year | 2025-09-23 | 14 |
| Number of Participants With Account Balances | 2025-09-23 | 14 |
| 2024: JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-10 | 10 |
| Total number of particpants at end of year | 2024-07-10 | 16 |
| Number of Participants With Account Balances | 2024-07-10 | 7 |
| 2022: JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-08-29 | 17 |
| Total number of particpants at end of year | 2022-08-29 | 15 |
| Number of Participants With Account Balances | 2022-08-29 | 8 |
| 2011: JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| 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 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 19 |
| Number of participants with account balances | 2011-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-23 | 657 |
| Net assets as of the end of the plan year | 2025-09-23 | 804776 |
| Total assets as of the beginning of the plan year | 2025-09-23 | 722639 |
| Participant contributions to plan in this plan year | 2025-09-23 | 29291 |
| Value of participant loans at end of plan year | 2025-09-23 | 2 |
| Other expenses paid from plan in this plan year | 2025-09-23 | 0 |
| Other contributions to plan in this plan year | 2025-09-23 | 61983 |
| Other income to plan in this plan year | 2025-09-23 | -41084 |
| Plan net income in this plan year | 2025-09-23 | 82137 |
| Net assets as of the end of the plan year | 2025-09-23 | 804776 |
| Net assets as of the beginning of the plan year | 2025-09-23 | 722639 |
| Employer contributions to plan in this plan year | 2025-09-23 | 32604 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-23 | 396 |
| 2024 : JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-10 | 14891 |
| Net assets as of the end of the plan year | 2024-07-10 | 722639 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 597569 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 60000 |
| Participant contributions to plan in this plan year | 2024-07-10 | 24270 |
| Value of participant loans at end of plan year | 2024-07-10 | 998 |
| Other income to plan in this plan year | 2024-07-10 | 106983 |
| Plan net income in this plan year | 2024-07-10 | 125070 |
| Net assets as of the end of the plan year | 2024-07-10 | 722639 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 597569 |
| Employer contributions to plan in this plan year | 2024-07-10 | 8708 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-10 | 8815 |
| 2022 : JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-29 | 223 |
| Total expenses incurred by plan in this plan year | 2022-08-29 | 20015 |
| Net assets as of the end of the plan year | 2022-08-29 | 711881 |
| Total assets as of the beginning of the plan year | 2022-08-29 | 607001 |
| Value of plan covered by a fidelity bond | 2022-08-29 | 61000 |
| Participant contributions to plan in this plan year | 2022-08-29 | 32132 |
| Value of participant loans at end of plan year | 2022-08-29 | 3089 |
| Other income to plan in this plan year | 2022-08-29 | 82862 |
| Plan net income in this plan year | 2022-08-29 | 104657 |
| Net assets as of the end of the plan year | 2022-08-29 | 711881 |
| Net assets as of the beginning of the plan year | 2022-08-29 | 607001 |
| Employer contributions to plan in this plan year | 2022-08-29 | 9678 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-29 | 6960 |
| 2011 : JAMES E BROWN ASSOCIATES PLL 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-6,082 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,959 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1 |
| Total plan assets at end of year | 2011-12-31 | $411,914 |
| Total plan assets at beginning of year | 2011-12-31 | $419,955 |
| Value of fidelity bond covering the plan | 2011-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $32,282 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-41,592 |
| Net income (gross income less expenses) | 2011-12-31 | $-8,041 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $411,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $419,955 |
| Assets. Value of participant loans | 2011-12-31 | $44,887 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,228 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,958 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
