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BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameBRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 002

BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BRPH COMPANIES has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBB MORRISON
0022016-01-01ROBB MORRISON
0022015-01-01ROBB MORRISON
0022014-01-01ROBB MORRISON
0022013-01-01ROBB MORRISON
0022012-01-01ROBB MORRISON
0022011-01-01MAUREEN BOETTGER
0022010-01-01STEPHEN J. BAILEY
0022009-01-01STEPHEN J. BAILEY

Plan Statistics for BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01373
Total number of active participants reported on line 7a of the Form 55002022-01-01341
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01398
Number of participants with account balances2022-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01383
Total number of active participants reported on line 7a of the Form 55002021-01-01294
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0169
Total of all active and inactive participants2021-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01375
Number of participants with account balances2021-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01376
Total number of active participants reported on line 7a of the Form 55002020-01-01343
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01385
Number of participants with account balances2020-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01410
Total number of active participants reported on line 7a of the Form 55002019-01-01316
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01376
Number of participants with account balances2019-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01344
Total number of active participants reported on line 7a of the Form 55002018-01-01320
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01410
Number of participants with account balances2018-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01159
Total number of active participants reported on line 7a of the Form 55002017-01-01277
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01344
Number of participants with account balances2017-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0171
Total of all active and inactive participants2016-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01159
Number of participants with account balances2016-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01203
Total number of active participants reported on line 7a of the Form 55002015-01-0199
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01176
Number of participants with account balances2015-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01217
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0191
Total of all active and inactive participants2014-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01203
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01248
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01217
Number of participants with account balances2013-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01309
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01111
Total of all active and inactive participants2012-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01248
Number of participants with account balances2012-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01312
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01146
Total of all active and inactive participants2011-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01309
Number of participants with account balances2011-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01273
Total number of active participants reported on line 7a of the Form 55002010-01-01205
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01105
Total of all active and inactive participants2010-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01312
Number of participants with account balances2010-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01252
Total number of active participants reported on line 7a of the Form 55002009-01-01180
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0192
Total of all active and inactive participants2009-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01273
Number of participants with account balances2009-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0143

Financial Data on BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

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) assets2022-12-31$2,966,324
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,886,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$31,562,205
Value of total assets at beginning of year2022-12-31$28,679,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$22,150
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$80
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$783,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,220,124
Interest earned on other investments2022-12-31$14,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$28,777,115
Assets. Invements in employer securities at beginning of year2022-12-31$27,457,621
Contributions received in cash from employer2022-12-31$2,000,000
Employer contributions (assets) at end of year2022-12-31$2,000,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,886,499
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,798
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERMAN HOPKINS WRIGHT & LAHAM CPA
Accountancy firm EIN2022-12-31591152714
2021 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,908,742
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,131,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$28,679,374
Value of total assets at beginning of year2021-12-31$32,282,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$18,600
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$5,586,647
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$15
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,220,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,220,296
Interest earned on other investments2021-12-31$19,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$426,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$27,457,621
Assets. Invements in employer securities at beginning of year2021-12-31$29,635,527
Contributions received in cash from employer2021-12-31$1,500,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,131,131
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERMAN HOPKINS WRIGHT & LAHAM CPA
Accountancy firm EIN2021-12-31591152714
2020 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$895,686
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$968,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$32,282,661
Value of total assets at beginning of year2020-12-31$30,188,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,361
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$697,628
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$30
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,220,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$527,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$426,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$224,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$29,635,527
Assets. Invements in employer securities at beginning of year2020-12-31$29,437,468
Contributions received in cash from employer2020-12-31$2,000,000
Employer contributions (assets) at end of year2020-12-31$1,000,000
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$968,873
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERMAN HOPKINS WRIGHT & LAHAM CPA
Accountancy firm EIN2020-12-31591152714
2019 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,359,328
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,359,328
Total unrealized appreciation/depreciation of assets2019-12-31$6,359,328
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$966,630
Total of all expenses incurred2019-12-31$966,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$966,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$30,188,785
Value of total assets at end of year2019-12-31$30,188,785
Value of total assets at beginning of year2019-12-31$22,590,595
Value of total assets at beginning of year2019-12-31$22,590,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$2,052
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$900,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$348,700
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,598,190
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$527,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$527,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$224,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$29,437,468
Assets. Invements in employer securities at end of year2019-12-31$29,437,468
Assets. Invements in employer securities at beginning of year2019-12-31$22,216,895
Assets. Invements in employer securities at beginning of year2019-12-31$22,216,895
Contributions received in cash from employer2019-12-31$2,200,520
Contributions received in cash from employer2019-12-31$2,200,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$966,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$966,630
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BERMAN HOPKINS WRIGHT & LAHAM CPA
Accountancy firm name2019-12-31BERMAN HOPKINS WRIGHT & LAHAM CPA
Accountancy firm EIN2019-12-31591152714
Accountancy firm EIN2019-12-31591152714
2018 : BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,828,463
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$415,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$22,590,595
Value of total assets at beginning of year2018-12-31$18,560,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Total non interest bearing cash at end of year2018-12-31$348,700
Total non interest bearing cash at beginning of year2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$25,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$21,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$22,216,895
Assets. Invements in employer securities at beginning of year2018-12-31$18,308,664
Contributions received in cash from employer2018-12-31$1,616,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$415,226
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BERMAN HOPKINS WRIGHT & LAHAM CPA
Accountancy firm EIN2018-12-31591152714
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 incurred2017-12-31$1,729,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$18,560,184
Value of total assets at beginning of year2017-12-31$16,511,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,060
Total interest from all sources2017-12-31$1,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$900,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$776,776
Administrative expenses (other) incurred2017-12-31$2,060
Total non interest bearing cash at end of year2017-12-31$230,126
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Income. Non cash contributions2017-12-31$3,000,000
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$21,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$18,308,664
Assets. Invements in employer securities at beginning of year2017-12-31$15,985,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,727,581
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BERMAN HOPKINS WRIGHT & LAHAM CPA
Accountancy firm EIN2017-12-31591152714
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 incurred2016-12-31$1,833,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,833,706
Value of total assets at end of year2016-12-31$16,511,955
Value of total assets at beginning of year2016-12-31$18,262,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20
Total interest from all sources2016-12-31$1,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$81,345
Administrative expenses (other) incurred2016-12-31$20
Total non interest bearing cash at end of year2016-12-31$513,649
Total non interest bearing cash at beginning of year2016-12-31$419,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$15,985,232
Assets. Invements in employer securities at beginning of year2016-12-31$17,830,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,833,706
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BERMAN HOPKINS WRIGHT LAHAM
Accountancy firm EIN2016-12-31591152714
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 incurred2015-12-31$1,145,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,145,582
Value of total assets at end of year2015-12-31$18,262,630
Value of total assets at beginning of year2015-12-31$14,508,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20
Total interest from all sources2015-12-31$2,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$4,896,715
Administrative expenses (other) incurred2015-12-31$20
Total non interest bearing cash at end of year2015-12-31$419,130
Total non interest bearing cash at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$25,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$17,830,358
Assets. Invements in employer securities at beginning of year2015-12-31$13,191,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,145,582
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BERMAN HOPKINS WRIGHT LAHAM
Accountancy firm EIN2015-12-31591152714
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 incurred2014-12-31$488,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$488,888
Value of total assets at end of year2014-12-31$14,508,776
Value of total assets at beginning of year2014-12-31$9,124,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38
Total interest from all sources2014-12-31$2,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$700,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,995
Other income not declared elsewhere2014-12-31$5,870,804
Total non interest bearing cash at end of year2014-12-31$1,291,919
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$38
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$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 assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$13,191,857
Assets. Invements in employer securities at beginning of year2014-12-31$7,773,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$488,888
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BERMAN HOPKINS WRIGHT LAHAM
Accountancy firm EIN2014-12-31591152714
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 incurred2013-12-31$1,760,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,758,143
Value of total assets at end of year2013-12-31$9,124,870
Value of total assets at beginning of year2013-12-31$9,574,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,336
Total interest from all sources2013-12-31$1,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,187
Other income not declared elsewhere2013-12-31$1,309,622
Administrative expenses (other) incurred2013-12-31$2,288
Total non interest bearing cash at end of year2013-12-31$1,348,214
Total non interest bearing cash at beginning of year2013-12-31$4,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$48
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$903,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$7,773,661
Assets. Invements in employer securities at beginning of year2013-12-31$8,661,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,758,143
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BERMAN HOPKINS WRIGHT LAHAM
Accountancy firm EIN2013-12-31591152714
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 incurred2012-12-31$1,120,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,116,891
Value of total assets at end of year2012-12-31$9,574,629
Value of total assets at beginning of year2012-12-31$9,591,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,183
Total interest from all sources2012-12-31$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$700,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,187
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,754
Other income not declared elsewhere2012-12-31$1,103,380
Administrative expenses (other) incurred2012-12-31$3,137
Total non interest bearing cash at end of year2012-12-31$4,696
Total non interest bearing cash at beginning of year2012-12-31$97,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$46
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$903,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$823,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$8,661,541
Assets. Invements in employer securities at beginning of year2012-12-31$8,668,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,116,891
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BERMAN HOPKINS WRIGHT LAHAM
Accountancy firm EIN2012-12-31591152714
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 incurred2011-12-31$557,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$557,061
Value of total assets at end of year2011-12-31$9,591,321
Value of total assets at beginning of year2011-12-31$9,323,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9
Total interest from all sources2011-12-31$2,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,850
Other income not declared elsewhere2011-12-31$822,574
Administrative expenses (other) incurred2011-12-31$9
Total non interest bearing cash at end of year2011-12-31$97,511
Total non interest bearing cash at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$823,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,117,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$8,668,656
Assets. Invements in employer securities at beginning of year2011-12-31$8,148,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$557,061
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BERMAN HOPKINS WRIGHT LAHAM
Accountancy firm EIN2011-12-31591152714
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 incurred2010-12-31$406,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$406,937
Value of total assets at end of year2010-12-31$9,323,099
Value of total assets at beginning of year2010-12-31$8,643,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36
Total interest from all sources2010-12-31$10,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$700,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$793
Other income not declared elsewhere2010-12-31$1,076,079
Administrative expenses (other) incurred2010-12-31$36
Total non interest bearing cash at end of year2010-12-31$49,103
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,117,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$561,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$8,148,313
Assets. Invements in employer securities at beginning of year2010-12-31$8,061,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$406,937
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BERMAN HOPKINS WRIGHT LAHAM
Accountancy firm EIN2010-12-31591152714
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 securities2009-12-31$0

Form 5500 Responses for BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRPH COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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