401k Plan data: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST plan

BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST
Plan identification number	008

BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

PERKINS COIE U.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: PERKINS COIE U.S., P.C.

Employer identification number (EIN): 611778623

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
008 2023-01-01 KYLE HETTINGER 2024-09-16
008 2022-01-01 KYLE HETTINGER 2023-10-11
008 2021-01-01 KYLE HETTINGER 2022-09-12
008 2020-01-01 RAJ GANGADEAN 2021-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
008	2023-01-01	KYLE HETTINGER	2024-09-16
008	2022-01-01	KYLE HETTINGER	2023-10-11
008	2021-01-01	KYLE HETTINGER	2022-09-12
008	2020-01-01	RAJ GANGADEAN	2021-10-12

Plan Statistics for BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST

401k plan membership statisitcs for BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2023: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 37
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 20
Total of all active and inactive participants 2023-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 58
Number of participants with account balances 2023-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 41
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 63
Number of participants with account balances 2022-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 43
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 64
Number of participants with account balances 2021-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 44
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 67
Number of participants with account balances 2020-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2023: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	37
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	20
Total of all active and inactive participants	2023-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	58
Number of participants with account balances	2023-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	41
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	63
Number of participants with account balances	2022-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	43
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	64
Number of participants with account balances	2021-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	44
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	67
Number of participants with account balances	2020-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST

Measure	Date	Value
2023 : BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,581,881
Expenses. Total of all expenses incurred	2023-12-31	$812,324
Benefits paid (including direct rollovers)	2023-12-31	$798,817
Total plan assets at end of year	2023-12-31	$19,880,949
Total plan assets at beginning of year	2023-12-31	$18,111,392
Value of fidelity bond covering the plan	2023-12-31	$10,000,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$2,581,881
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,769,557
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$19,880,949
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$18,111,392
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$2,745,433
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$13,507
2022 : BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-3,153,242
Expenses. Total of all expenses incurred	2022-12-31	$1,807,151
Benefits paid (including direct rollovers)	2022-12-31	$1,793,689
Total plan assets at end of year	2022-12-31	$18,111,392
Total plan assets at beginning of year	2022-12-31	$23,071,785
Value of fidelity bond covering the plan	2022-12-31	$10,000,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-3,153,242
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-4,960,393
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$18,111,392
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$23,071,785
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$2,740,012
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$13,462
2021 : BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,404,455
Expenses. Total of all expenses incurred	2021-12-31	$2,350,284
Benefits paid (including direct rollovers)	2021-12-31	$2,334,483
Total plan assets at end of year	2021-12-31	$23,071,785
Total plan assets at beginning of year	2021-12-31	$23,017,614
Value of fidelity bond covering the plan	2021-12-31	$10,000,000
Total contributions received or receivable from participants	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,404,455
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$54,171
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$23,071,785
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$23,017,614
Assets. Value of participant loans	2021-12-31	$1,656
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$2,735,370
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$15,801
2020 : BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,204,405
Expenses. Total of all expenses incurred	2020-12-31	$400,634
Benefits paid (including direct rollovers)	2020-12-31	$385,986
Total plan assets at end of year	2020-12-31	$23,017,614
Total plan assets at beginning of year	2020-12-31	$21,213,843
Value of fidelity bond covering the plan	2020-12-31	$10,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,204,405
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,803,771
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$23,017,614
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$21,213,843
Assets. Value of participant loans	2020-12-31	$6,210
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$2,729,591
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,648

Form 5500 Responses for BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST

2023: BROWN & BAIN, P.A. RETIREMENT SAVINGS PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BROWN & BAIN, P.A. RETIREMENT SAVINGS 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BROWN & BAIN, P.A. RETIREMENT SAVINGS 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BROWN & BAIN, P.A. RETIREMENT SAVINGS 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52413 )

Policy contract number

13565

Policy instance

Insurance contract or identification number	13565
Number of Individuals Covered	6
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52413 )

Policy contract number

13565

Policy instance

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52413 )

Policy contract number

13565

Policy instance

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52413 )

Policy contract number

13565

Policy instance

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Company Name:	PERKINS COIE U.S., P.C.
Employer identification number (EIN):	611778623
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers