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AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 401k Plan overview

Plan NameAMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC.
Plan identification number 001

AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

CHARLIE BROWN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLIE BROWN & ASSOCIATES, INC.
Employer identification number (EIN):581253324
NAIC Classification:424300

Additional information about CHARLIE BROWN & ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2010-12-01
Company Identification Number: P10000097353
Legal Registered Office Address: 1827 RIVER WATCH BLVD.

TARPON SPRINGS

34689

More information about CHARLIE BROWN & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01KAREN BROWN2017-07-11
0012015-01-01KAREN BROWN2016-07-28
0012014-01-01KAREN BROWN2015-06-23
0012013-01-01KAREN BROWN2014-09-23
0012012-01-01KAREN BROWN2014-09-23
0012011-01-01THOMAS HYNEMAN
0012010-01-01THOMAS HYNEMAN
0012009-01-01THOMAS HYNEMAN

Plan Statistics for AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC.

401k plan membership statisitcs for AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC.

Measure Date Value
2011: AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0111
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
2010: AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-019
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC.

Measure Date Value
2011 : AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 2011 401k financial data
Total plan liabilities at end of year2011-12-31$784
Total income from all sources2011-12-31$183,363
Expenses. Total of all expenses incurred2011-12-31$475
Total plan assets at end of year2011-12-31$860,953
Total plan assets at beginning of year2011-12-31$678,848
Total contributions received or receivable from participants2011-12-31$73,769
Expenses. Other expenses not covered elsewhere2011-12-31$475
Contributions received from other sources (not participants or employers)2011-12-31$5,247
Other income received2011-12-31$-18,741
Net income (gross income less expenses)2011-12-31$182,888
Net plan assets at end of year (total assets less liabilities)2011-12-31$860,169
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$678,848
Assets. Value of participant loans2011-12-31$33,802
Total contributions received or receivable from employer(s)2011-12-31$123,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 2010 401k financial data
Total income from all sources2010-12-31$175,154
Expenses. Total of all expenses incurred2010-12-31$1,505
Benefits paid (including direct rollovers)2010-12-31$1,505
Total plan assets at end of year2010-12-31$678,848
Total plan assets at beginning of year2010-12-31$505,199
Total contributions received or receivable from participants2010-12-31$68,698
Other income received2010-12-31$-10,854
Net income (gross income less expenses)2010-12-31$173,649
Net plan assets at end of year (total assets less liabilities)2010-12-31$678,848
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$505,199
Total contributions received or receivable from employer(s)2010-12-31$117,310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC.

2011: AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMENDED AND RESTATED 401(K) PLAN OF CHARLIE BROWN & ASSOCIATES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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