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Plan Name | BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BRPH COMPANIES |
Employer identification number (EIN): | 591447471 |
NAIC Classification: | 541310 |
NAIC Description: | Architectural Services |
Additional information about BRPH COMPANIES
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2011-11-28 |
Company Identification Number: | 0801513099 |
Legal Registered Office Address: |
5700 N HIGHWAY 1 STE 400 MELBOURNE United States of America (USA) 32940 |
More information about BRPH COMPANIES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ROBB MORRISON | |||
002 | 2016-01-01 | ROBB MORRISON | |||
002 | 2015-01-01 | ROBB MORRISON | |||
002 | 2014-01-01 | ROBB MORRISON | |||
002 | 2013-01-01 | ROBB MORRISON | |||
002 | 2012-01-01 | ROBB MORRISON | |||
002 | 2011-01-01 | MAUREEN BOETTGER | |||
002 | 2010-01-01 | STEPHEN J. BAILEY | |||
002 | 2009-01-01 | STEPHEN J. BAILEY |
Measure | Date | Value |
---|---|---|
2022: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 373 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 341 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 48 |
Total of all active and inactive participants | 2022-01-01 | 398 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 398 |
Number of participants with account balances | 2022-01-01 | 370 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 14 |
2021: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 383 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 294 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 69 |
Total of all active and inactive participants | 2021-01-01 | 375 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 375 |
Number of participants with account balances | 2021-01-01 | 363 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 39 |
2020: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 376 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 343 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 38 |
Total of all active and inactive participants | 2020-01-01 | 385 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 385 |
Number of participants with account balances | 2020-01-01 | 365 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 12 |
2019: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 410 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 316 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 56 |
Total of all active and inactive participants | 2019-01-01 | 376 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 376 |
Number of participants with account balances | 2019-01-01 | 355 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 31 |
2018: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 344 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 90 |
Total of all active and inactive participants | 2018-01-01 | 410 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 410 |
Number of participants with account balances | 2018-01-01 | 384 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 24 |
2017: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 277 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 67 |
Total of all active and inactive participants | 2017-01-01 | 344 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 344 |
Number of participants with account balances | 2017-01-01 | 344 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 71 |
Total of all active and inactive participants | 2016-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 159 |
Number of participants with account balances | 2016-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 77 |
Total of all active and inactive participants | 2015-01-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 176 |
Number of participants with account balances | 2015-01-01 | 176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 91 |
Total of all active and inactive participants | 2014-01-01 | 203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 203 |
Number of participants with account balances | 2014-01-01 | 203 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 124 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 93 |
Total of all active and inactive participants | 2013-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 217 |
Number of participants with account balances | 2013-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 309 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 111 |
Total of all active and inactive participants | 2012-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 248 |
Number of participants with account balances | 2012-01-01 | 248 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 312 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 162 |
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 | 146 |
Total of all active and inactive participants | 2011-01-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 309 |
Number of participants with account balances | 2011-01-01 | 209 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 205 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 105 |
Total of all active and inactive participants | 2010-01-01 | 310 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 312 |
Number of participants with account balances | 2010-01-01 | 312 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 20 |
2009: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 92 |
Total of all active and inactive participants | 2009-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 273 |
Number of participants with account balances | 2009-01-01 | 273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 43 |
Measure | Date | Value |
---|---|---|
2022 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $2,966,324 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $2,966,324 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,798 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $4,766,612 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,886,579 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,886,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,000,000 |
Value of total assets at end of year | 2022-12-31 | $31,562,205 |
Value of total assets at beginning of year | 2022-12-31 | $28,679,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $80 |
Total interest from all sources | 2022-12-31 | $14,482 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $22,150 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $22,150 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $80 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $2,880,033 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $31,559,407 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $28,679,374 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $783,279 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,220,124 |
Interest earned on other investments | 2022-12-31 | $14,440 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,811 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,629 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,629 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $42 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-236,344 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $28,777,115 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $27,457,621 |
Contributions received in cash from employer | 2022-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,886,499 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $2,798 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BERMAN HOPKINS WRIGHT & LAHAM CPA |
Accountancy firm EIN | 2022-12-31 | 591152714 |
2021 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,908,742 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,908,742 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,527,859 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,131,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,131,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,500,000 |
Value of total assets at end of year | 2021-12-31 | $28,679,374 |
Value of total assets at beginning of year | 2021-12-31 | $32,282,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15 |
Total interest from all sources | 2021-12-31 | $19,951 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $18,600 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $18,600 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $5,586,647 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $15 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-3,603,287 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $28,679,374 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $32,282,661 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,220,124 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,220,296 |
Interest earned on other investments | 2021-12-31 | $19,906 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,629 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $426,838 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $426,838 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $45 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $80,566 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $27,457,621 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $29,635,527 |
Contributions received in cash from employer | 2021-12-31 | $1,500,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,131,131 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BERMAN HOPKINS WRIGHT & LAHAM CPA |
Accountancy firm EIN | 2021-12-31 | 591152714 |
2020 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $895,686 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $895,686 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,062,779 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $968,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $968,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,000,000 |
Value of total assets at end of year | 2020-12-31 | $32,282,661 |
Value of total assets at beginning of year | 2020-12-31 | $30,188,785 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,361 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,361 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $697,628 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $30 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,093,876 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $32,282,661 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $30,188,785 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,220,296 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $527,206 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $426,838 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $224,111 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $224,111 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $162,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $29,635,527 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $29,437,468 |
Contributions received in cash from employer | 2020-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $968,873 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BERMAN HOPKINS WRIGHT & LAHAM CPA |
Accountancy firm EIN | 2020-12-31 | 591152714 |
2019 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,359,328 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,359,328 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,359,328 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,359,328 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $8,564,820 |
Total income from all sources (including contributions) | 2019-12-31 | $8,564,820 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $966,630 |
Total of all expenses incurred | 2019-12-31 | $966,630 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $966,630 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $966,630 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,200,520 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,200,520 |
Value of total assets at end of year | 2019-12-31 | $30,188,785 |
Value of total assets at end of year | 2019-12-31 | $30,188,785 |
Value of total assets at beginning of year | 2019-12-31 | $22,590,595 |
Value of total assets at beginning of year | 2019-12-31 | $22,590,595 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $2,052 |
Total interest from all sources | 2019-12-31 | $2,052 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,920 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,920 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,920 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,920 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $900,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $348,700 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $348,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,598,190 |
Value of net income/loss | 2019-12-31 | $7,598,190 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $30,188,785 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $30,188,785 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,590,595 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,590,595 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $527,206 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $527,206 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $224,111 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $25,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $25,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $25,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $25,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,052 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $29,437,468 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $29,437,468 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $22,216,895 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $22,216,895 |
Contributions received in cash from employer | 2019-12-31 | $2,200,520 |
Contributions received in cash from employer | 2019-12-31 | $2,200,520 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $966,630 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $966,630 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BERMAN HOPKINS WRIGHT & LAHAM CPA |
Accountancy firm name | 2019-12-31 | BERMAN HOPKINS WRIGHT & LAHAM CPA |
Accountancy firm EIN | 2019-12-31 | 591152714 |
Accountancy firm EIN | 2019-12-31 | 591152714 |
2018 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $2,828,463 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $2,828,463 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $4,445,637 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $415,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $415,226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,616,250 |
Value of total assets at end of year | 2018-12-31 | $22,590,595 |
Value of total assets at beginning of year | 2018-12-31 | $18,560,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $924 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Total non interest bearing cash at end of year | 2018-12-31 | $348,700 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $230,126 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $4,030,411 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $22,590,595 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,560,184 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $25,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $21,394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $21,394 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $924 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $22,216,895 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $18,308,664 |
Contributions received in cash from employer | 2018-12-31 | $1,616,250 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $415,226 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BERMAN HOPKINS WRIGHT & LAHAM CPA |
Accountancy firm EIN | 2018-12-31 | 591152714 |
2017 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $3,777,870 |
Total of all expenses incurred | 2017-12-31 | $1,729,641 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,727,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,000,000 |
Value of total assets at end of year | 2017-12-31 | $18,560,184 |
Value of total assets at beginning of year | 2017-12-31 | $16,511,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,060 |
Total interest from all sources | 2017-12-31 | $1,094 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $900,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other income not declared elsewhere | 2017-12-31 | $776,776 |
Administrative expenses (other) incurred | 2017-12-31 | $2,060 |
Total non interest bearing cash at end of year | 2017-12-31 | $230,126 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $513,649 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $3,000,000 |
Value of net income/loss | 2017-12-31 | $2,048,229 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $18,560,184 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,511,955 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $21,394 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $13,074 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $13,074 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,094 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $18,308,664 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $15,985,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,727,581 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BERMAN HOPKINS WRIGHT & LAHAM CPA |
Accountancy firm EIN | 2017-12-31 | 591152714 |
2016 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $83,051 |
Total of all expenses incurred | 2016-12-31 | $1,833,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,833,706 |
Value of total assets at end of year | 2016-12-31 | $16,511,955 |
Value of total assets at beginning of year | 2016-12-31 | $18,262,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $20 |
Total interest from all sources | 2016-12-31 | $1,706 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other income not declared elsewhere | 2016-12-31 | $81,345 |
Administrative expenses (other) incurred | 2016-12-31 | $20 |
Total non interest bearing cash at end of year | 2016-12-31 | $513,649 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $419,130 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,750,675 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $16,511,955 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,262,630 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $13,074 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $13,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $13,142 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,706 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $15,985,232 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $17,830,358 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,833,706 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BERMAN HOPKINS WRIGHT LAHAM |
Accountancy firm EIN | 2016-12-31 | 591152714 |
2015 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $4,899,456 |
Total of all expenses incurred | 2015-12-31 | $1,145,602 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,145,582 |
Value of total assets at end of year | 2015-12-31 | $18,262,630 |
Value of total assets at beginning of year | 2015-12-31 | $14,508,776 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $20 |
Total interest from all sources | 2015-12-31 | $2,741 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other income not declared elsewhere | 2015-12-31 | $4,896,715 |
Administrative expenses (other) incurred | 2015-12-31 | $20 |
Total non interest bearing cash at end of year | 2015-12-31 | $419,130 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,291,919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $3,753,854 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,262,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,508,776 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $13,142 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $25,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $25,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $2,741 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $17,830,358 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $13,191,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,145,582 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BERMAN HOPKINS WRIGHT LAHAM |
Accountancy firm EIN | 2015-12-31 | 591152714 |
2014 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $5,872,832 |
Total of all expenses incurred | 2014-12-31 | $488,926 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $488,888 |
Value of total assets at end of year | 2014-12-31 | $14,508,776 |
Value of total assets at beginning of year | 2014-12-31 | $9,124,870 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $38 |
Total interest from all sources | 2014-12-31 | $2,028 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,995 |
Other income not declared elsewhere | 2014-12-31 | $5,870,804 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,291,919 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,348,214 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $5,383,906 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,508,776 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,124,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $38 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $25,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,028 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $13,191,857 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $7,773,661 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $488,888 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BERMAN HOPKINS WRIGHT LAHAM |
Accountancy firm EIN | 2014-12-31 | 591152714 |
2013 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $1,310,720 |
Total of all expenses incurred | 2013-12-31 | $1,760,479 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,758,143 |
Value of total assets at end of year | 2013-12-31 | $9,124,870 |
Value of total assets at beginning of year | 2013-12-31 | $9,574,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,336 |
Total interest from all sources | 2013-12-31 | $1,098 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,995 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $5,187 |
Other income not declared elsewhere | 2013-12-31 | $1,309,622 |
Administrative expenses (other) incurred | 2013-12-31 | $2,288 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,348,214 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $4,696 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-449,759 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,124,870 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,574,629 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $48 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $903,205 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $903,205 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $7,773,661 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $8,661,541 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,758,143 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BERMAN HOPKINS WRIGHT LAHAM |
Accountancy firm EIN | 2013-12-31 | 591152714 |
2012 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $1,103,382 |
Total of all expenses incurred | 2012-12-31 | $1,120,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,116,891 |
Value of total assets at end of year | 2012-12-31 | $9,574,629 |
Value of total assets at beginning of year | 2012-12-31 | $9,591,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,183 |
Total interest from all sources | 2012-12-31 | $2 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $700,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $5,187 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,754 |
Other income not declared elsewhere | 2012-12-31 | $1,103,380 |
Administrative expenses (other) incurred | 2012-12-31 | $3,137 |
Total non interest bearing cash at end of year | 2012-12-31 | $4,696 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $97,511 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-16,692 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,574,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,591,321 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $46 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $903,205 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $823,400 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $823,400 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $8,661,541 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $8,668,656 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,116,891 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BERMAN HOPKINS WRIGHT LAHAM |
Accountancy firm EIN | 2012-12-31 | 591152714 |
2011 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $825,292 |
Total of all expenses incurred | 2011-12-31 | $557,070 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $557,061 |
Value of total assets at end of year | 2011-12-31 | $9,591,321 |
Value of total assets at beginning of year | 2011-12-31 | $9,323,099 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9 |
Total interest from all sources | 2011-12-31 | $2,718 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $900,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,754 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $7,850 |
Other income not declared elsewhere | 2011-12-31 | $822,574 |
Administrative expenses (other) incurred | 2011-12-31 | $9 |
Total non interest bearing cash at end of year | 2011-12-31 | $97,511 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $49,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $268,222 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,591,321 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,323,099 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $823,400 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,117,833 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,117,833 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2,718 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $8,668,656 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $8,148,313 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $557,061 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BERMAN HOPKINS WRIGHT LAHAM |
Accountancy firm EIN | 2011-12-31 | 591152714 |
2010 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $1,086,137 |
Total of all expenses incurred | 2010-12-31 | $406,973 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $406,937 |
Value of total assets at end of year | 2010-12-31 | $9,323,099 |
Value of total assets at beginning of year | 2010-12-31 | $8,643,935 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $36 |
Total interest from all sources | 2010-12-31 | $10,058 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $700,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $7,850 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $793 |
Other income not declared elsewhere | 2010-12-31 | $1,076,079 |
Administrative expenses (other) incurred | 2010-12-31 | $36 |
Total non interest bearing cash at end of year | 2010-12-31 | $49,103 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $20,074 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $679,164 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,323,099 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,643,935 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,117,833 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $561,432 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $561,432 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $10,058 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $8,148,313 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $8,061,636 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $406,937 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BERMAN HOPKINS WRIGHT LAHAM |
Accountancy firm EIN | 2010-12-31 | 591152714 |
2009 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 |
2022: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |