BROWN & FORTUNATO P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN
401k plan membership statisitcs for BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN
Measure | Date | Value |
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2022: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
Total of all active and inactive participants | 2022-01-01 | 67 |
Total participants | 2022-01-01 | 67 |
Number of participants with account balances | 2022-01-01 | 57 |
2021: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 20 |
Total of all active and inactive participants | 2021-01-01 | 65 |
Total participants | 2021-01-01 | 65 |
Number of participants with account balances | 2021-01-01 | 53 |
2020: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
Total of all active and inactive participants | 2020-01-01 | 66 |
Total participants | 2020-01-01 | 66 |
Number of participants with account balances | 2020-01-01 | 58 |
2019: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13 |
Total of all active and inactive participants | 2019-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 56 |
Number of participants with account balances | 2019-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 51 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
Total of all active and inactive participants | 2018-01-01 | 71 |
Total participants | 2018-01-01 | 71 |
Number of participants with account balances | 2018-01-01 | 55 |
2017: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 61 |
Number of participants with account balances | 2017-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 53 |
Total participants | 2016-01-01 | 53 |
Number of participants with account balances | 2016-01-01 | 47 |
2015: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 47 |
Number of participants with account balances | 2015-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 45 |
Number of participants with account balances | 2014-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 46 |
Number of participants with account balances | 2013-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 51 |
Number of participants with account balances | 2012-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 45 |
Number of participants with account balances | 2011-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
Total of all active and inactive participants | 2010-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 45 |
Number of participants with account balances | 2010-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11 |
Total of all active and inactive participants | 2009-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 44 |
Number of participants with account balances | 2009-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
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 | $-807,285 |
Expenses. Total of all expenses incurred | 2022-12-31 | $32,521 |
Benefits paid (including direct rollovers) | 2022-12-31 | $27,400 |
Total plan assets at end of year | 2022-12-31 | $6,903,146 |
Total plan assets at beginning of year | 2022-12-31 | $7,742,952 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $395,099 |
Assets. Value of loans (other than to 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 | $149,857 |
Other income received | 2022-12-31 | $-1,504,125 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-839,806 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,903,146 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,742,952 |
Assets. Value of participant loans | 2022-12-31 | $12,233 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $151,884 |
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 | $5,121 |
2021 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
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 | $1,600,480 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,308,702 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,299,952 |
Total plan assets at end of year | 2021-12-31 | $7,742,952 |
Total plan assets at beginning of year | 2021-12-31 | $8,451,174 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $379,886 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $84,280 |
Other income received | 2021-12-31 | $991,492 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-708,222 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,742,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,451,174 |
Assets. Value of participant loans | 2021-12-31 | $11,023 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $144,822 |
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 | $8,750 |
2020 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2020 401k financial data |
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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 | $1,732,527 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,549,701 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,536,833 |
Total plan assets at end of year | 2020-12-31 | $8,451,174 |
Total plan assets at beginning of year | 2020-12-31 | $8,268,348 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $315,461 |
Assets. Value of loans (other than to 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 | $1,285,379 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $182,826 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,451,174 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,268,348 |
Assets. Value of participant loans | 2020-12-31 | $18,920 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $131,687 |
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 | $12,868 |
2019 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,978,202 |
Expenses. Total of all expenses incurred | 2019-12-31 | $912,079 |
Benefits paid (including direct rollovers) | 2019-12-31 | $896,066 |
Total plan assets at end of year | 2019-12-31 | $8,268,348 |
Total plan assets at beginning of year | 2019-12-31 | $7,202,225 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $290,383 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $62,318 |
Other income received | 2019-12-31 | $1,506,016 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,066,123 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,268,348 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,202,225 |
Assets. Value of participant loans | 2019-12-31 | $15,765 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $119,485 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $16,013 |
2018 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $131,900 |
Expenses. Total of all expenses incurred | 2018-12-31 | $988,312 |
Benefits paid (including direct rollovers) | 2018-12-31 | $974,128 |
Total plan assets at end of year | 2018-12-31 | $7,202,225 |
Total plan assets at beginning of year | 2018-12-31 | $8,058,637 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $278,159 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $202,591 |
Other income received | 2018-12-31 | $-457,691 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-856,412 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $7,202,225 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,058,637 |
Assets. Value of participant loans | 2018-12-31 | $36,178 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $108,841 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $14,184 |
2017 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,550,212 |
Expenses. Total of all expenses incurred | 2017-12-31 | $147,904 |
Benefits paid (including direct rollovers) | 2017-12-31 | $135,178 |
Total plan assets at end of year | 2017-12-31 | $8,058,637 |
Total plan assets at beginning of year | 2017-12-31 | $6,656,329 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $303,582 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $50,546 |
Other income received | 2017-12-31 | $1,093,376 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,402,308 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,058,637 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,656,329 |
Assets. Value of participant loans | 2017-12-31 | $8,212 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $102,708 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,726 |
2016 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,035,179 |
Expenses. Total of all expenses incurred | 2016-12-31 | $246,332 |
Benefits paid (including direct rollovers) | 2016-12-31 | $238,937 |
Total plan assets at end of year | 2016-12-31 | $6,656,329 |
Total plan assets at beginning of year | 2016-12-31 | $5,867,482 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $308,410 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $41,092 |
Other income received | 2016-12-31 | $483,021 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $788,847 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,656,329 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,867,482 |
Assets. Value of participant loans | 2016-12-31 | $13,570 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $202,656 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,395 |
2015 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $334,119 |
Expenses. Total of all expenses incurred | 2015-12-31 | $50,813 |
Benefits paid (including direct rollovers) | 2015-12-31 | $43,468 |
Total plan assets at end of year | 2015-12-31 | $5,867,482 |
Total plan assets at beginning of year | 2015-12-31 | $5,584,176 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $281,689 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-38,876 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $283,306 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,867,482 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,584,176 |
Assets. Value of participant loans | 2015-12-31 | $21,742 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $91,306 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,345 |
2014 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $750,219 |
Expenses. Total of all expenses incurred | 2014-12-31 | $143,931 |
Benefits paid (including direct rollovers) | 2014-12-31 | $137,467 |
Total plan assets at end of year | 2014-12-31 | $5,584,176 |
Total plan assets at beginning of year | 2014-12-31 | $4,977,888 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $271,204 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $393,487 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $606,288 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,584,176 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,977,888 |
Assets. Value of participant loans | 2014-12-31 | $29,952 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $85,528 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,464 |
2013 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,113,126 |
Expenses. Total of all expenses incurred | 2013-12-31 | $85,075 |
Benefits paid (including direct rollovers) | 2013-12-31 | $79,638 |
Total plan assets at end of year | 2013-12-31 | $4,977,888 |
Total plan assets at beginning of year | 2013-12-31 | $3,949,837 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $236,812 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $793,685 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,028,051 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,977,888 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,949,837 |
Assets. Value of participant loans | 2013-12-31 | $41,977 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $82,629 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,437 |
2012 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $678,571 |
Expenses. Total of all expenses incurred | 2012-12-31 | $47,755 |
Benefits paid (including direct rollovers) | 2012-12-31 | $42,464 |
Total plan assets at end of year | 2012-12-31 | $3,949,837 |
Total plan assets at beginning of year | 2012-12-31 | $3,319,021 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $224,658 |
Other income received | 2012-12-31 | $380,712 |
Net income (gross income less expenses) | 2012-12-31 | $630,816 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,949,837 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,319,021 |
Assets. Value of participant loans | 2012-12-31 | $64,127 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $73,201 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,291 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $255,767 |
Expenses. Total of all expenses incurred | 2011-12-31 | $492,430 |
Benefits paid (including direct rollovers) | 2011-12-31 | $484,779 |
Total plan assets at end of year | 2011-12-31 | $3,319,021 |
Total plan assets at beginning of year | 2011-12-31 | $3,555,684 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $203,487 |
Other income received | 2011-12-31 | $-25,366 |
Net income (gross income less expenses) | 2011-12-31 | $-236,663 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,319,021 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,555,684 |
Assets. Value of participant loans | 2011-12-31 | $57,993 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $77,646 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,651 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $715,182 |
Expenses. Total of all expenses incurred | 2010-12-31 | $59,785 |
Benefits paid (including direct rollovers) | 2010-12-31 | $53,948 |
Total plan assets at end of year | 2010-12-31 | $3,555,684 |
Total plan assets at beginning of year | 2010-12-31 | $2,900,287 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $219,335 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $5,781 |
Other income received | 2010-12-31 | $412,844 |
Net income (gross income less expenses) | 2010-12-31 | $655,397 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,555,684 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,900,287 |
Assets. Value of participant loans | 2010-12-31 | $60,901 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $77,222 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,837 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |