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BROOKS INVESTMENTS, INC. SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameBROOKS INVESTMENTS, INC. SAVINGS PLAN AND TRUST
Plan identification number 001

BROOKS INVESTMENTS, INC. SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BROOKS INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BROOKS INVESTMENTS, INC.
Employer identification number (EIN):581660764
NAIC Classification:722110
NAIC Description: Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROOKS INVESTMENTS, INC. SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01PATRICIA MORRIS2011-11-11
0012010-01-01PATRICIA MORRIS2011-06-30

Financial Data on BROOKS INVESTMENTS, INC. SAVINGS PLAN AND TRUST

Measure Date Value
2008 : BROOKS INVESTMENTS, INC. SAVINGS PLAN AND TRUST 2008 401k financial data
Total income from all sources2008-12-31$-74,388
Expenses. Total of all expenses incurred2008-12-31$3,954
Benefits paid (including direct rollovers)2008-12-31$1,620
Total plan assets at end of year2008-12-31$303,305
Total plan assets at beginning of year2008-12-31$381,647
Value of fidelity bond covering the plan2008-12-31$150,000
Total contributions received or receivable from participants2008-12-31$49,194
Expenses. Other expenses not covered elsewhere2008-12-31$147
Other income received2008-12-31$-141,288
Net income (gross income less expenses)2008-12-31$-78,342
Net plan assets at end of year (total assets less liabilities)2008-12-31$303,305
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$381,647
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$38,540
Total contributions received or receivable from employer(s)2008-12-31$17,706
Value of corrective distributions2008-12-31$2,187
2007 : BROOKS INVESTMENTS, INC. SAVINGS PLAN AND TRUST 2007 401k financial data
Total income from all sources2007-12-31$65,951
Expenses. Total of all expenses incurred2007-12-31$5,858
Benefits paid (including direct rollovers)2007-12-31$3,536
Total plan assets at end of year2007-12-31$381,647
Total plan assets at beginning of year2007-12-31$321,554
Value of fidelity bond covering the plan2007-12-31$150,000
Total contributions received or receivable from participants2007-12-31$33,893
Expenses. Other expenses not covered elsewhere2007-12-31$480
Other income received2007-12-31$20,432
Net income (gross income less expenses)2007-12-31$60,093
Net plan assets at end of year (total assets less liabilities)2007-12-31$381,647
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$321,554
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022007-12-31$38,540
Total contributions received or receivable from employer(s)2007-12-31$11,626
Value of corrective distributions2007-12-31$1,842

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