R L BROWN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-05-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-31 | 7400 |
| Net assets as of the end of the plan year | 2024-05-31 | 104754 |
| Total assets as of the beginning of the plan year | 2024-05-31 | 96579 |
| Value of plan covered by a fidelity bond | 2024-05-31 | 50000 |
| Participant contributions to plan in this plan year | 2024-05-31 | 2160 |
| Other income to plan in this plan year | 2024-05-31 | 13415 |
| Plan net income in this plan year | 2024-05-31 | 8175 |
| Net assets as of the end of the plan year | 2024-05-31 | 104754 |
| Net assets as of the beginning of the plan year | 2024-05-31 | 96579 |
| Employer contributions to plan in this plan year | 2024-05-31 | 0 |
| Fees paid to broker by Benefit Provider | 2024-05-31 | 301 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-31 | 865 |
| 2020 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $23,250 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,444 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,781 |
| Total plan assets at end of year | 2020-12-31 | $119,849 |
| Total plan assets at beginning of year | 2020-12-31 | $100,043 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $5,717 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $73 |
| Other income received | 2020-12-31 | $16,010 |
| Net income (gross income less expenses) | 2020-12-31 | $19,806 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $119,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $100,043 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,523 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $590 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $21,742 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $513 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $100,043 |
| Total plan assets at beginning of year | 2019-12-31 | $78,814 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $6,564 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $14,702 |
| Net income (gross income less expenses) | 2019-12-31 | $21,229 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $100,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $78,814 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $476 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $513 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $1,153 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $42,555 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $41,962 |
| Total plan assets at end of year | 2018-12-31 | $78,814 |
| Total plan assets at beginning of year | 2018-12-31 | $120,216 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $6,564 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $110 |
| Other income received | 2018-12-31 | $-5,674 |
| Net income (gross income less expenses) | 2018-12-31 | $-41,402 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $78,814 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $120,216 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $263 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $483 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $28,891 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $69,666 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $68,747 |
| Total plan assets at end of year | 2017-12-31 | $120,216 |
| Total plan assets at beginning of year | 2017-12-31 | $160,991 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $7,164 |
| Other income received | 2017-12-31 | $21,241 |
| Net income (gross income less expenses) | 2017-12-31 | $-40,775 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $120,216 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $160,991 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $486 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $919 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $23,928 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $80,547 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $79,345 |
| Total plan assets at end of year | 2016-12-31 | $160,991 |
| Total plan assets at beginning of year | 2016-12-31 | $217,610 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $9,317 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $146 |
| Other income received | 2016-12-31 | $13,436 |
| Net income (gross income less expenses) | 2016-12-31 | $-56,619 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $160,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $217,610 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,175 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,056 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $13,622 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $31,383 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $29,023 |
| Total plan assets at end of year | 2015-12-31 | $217,610 |
| Total plan assets at beginning of year | 2015-12-31 | $235,371 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $11,064 |
| Other income received | 2015-12-31 | $-1,581 |
| Net income (gross income less expenses) | 2015-12-31 | $-17,761 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $217,610 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $235,371 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $4,139 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,360 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $29,638 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $72,859 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $71,397 |
| Total plan assets at end of year | 2014-12-31 | $235,371 |
| Total plan assets at beginning of year | 2014-12-31 | $278,592 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $11,964 |
| Other income received | 2014-12-31 | $10,000 |
| Net income (gross income less expenses) | 2014-12-31 | $-43,221 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $235,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $278,592 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $7,674 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,462 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $95,506 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $228,729 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $226,641 |
| Total plan assets at end of year | 2013-12-31 | $278,592 |
| Total plan assets at beginning of year | 2013-12-31 | $411,815 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $12,339 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,088 |
| Other income received | 2013-12-31 | $73,395 |
| Net income (gross income less expenses) | 2013-12-31 | $-133,223 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $278,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $411,815 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $9,772 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $78,851 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $21,893 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $20,000 |
| Total plan assets at end of year | 2012-12-31 | $411,815 |
| Total plan assets at beginning of year | 2012-12-31 | $354,857 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $15,114 |
| Other income received | 2012-12-31 | $50,614 |
| Net income (gross income less expenses) | 2012-12-31 | $56,958 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $411,815 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $354,857 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,123 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,893 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $12,881 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $67,102 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $65,100 |
| Total plan assets at end of year | 2011-12-31 | $354,857 |
| Total plan assets at beginning of year | 2011-12-31 | $409,078 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $17,064 |
| Other income received | 2011-12-31 | $-17,225 |
| Net income (gross income less expenses) | 2011-12-31 | $-54,221 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $354,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $409,078 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,042 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,002 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $75,627 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,671 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $4,872 |
| Total plan assets at end of year | 2010-12-31 | $409,078 |
| Total plan assets at beginning of year | 2010-12-31 | $340,122 |
| Total contributions received or receivable from participants | 2010-12-31 | $15,714 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,799 |
| Other income received | 2010-12-31 | $50,085 |
| Net income (gross income less expenses) | 2010-12-31 | $68,956 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $409,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $340,122 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,828 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : R L BROWN & ASSOCIATES, INC. 401(K) 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 |
| 2020: R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: R L BROWN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: R L BROWN & ASSOCIATES, INC. 401(K) 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: R L BROWN & ASSOCIATES, INC. 401(K) 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: R L BROWN & ASSOCIATES, INC. 401(K) 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: R L BROWN & ASSOCIATES, INC. 401(K) 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: R L BROWN & ASSOCIATES, INC. 401(K) 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 |
| 2009: R L BROWN & ASSOCIATES, INC. 401(K) 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 |