?>
Logo

BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameBROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN
Plan identification number 001

BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN Benefits

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

401k Sponsoring company profile

BROWN & FORTUNATO P.C. has sponsored the creation of one or more 401k plans.

Company Name:BROWN & FORTUNATO P.C.
Employer identification number (EIN):752602744
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NICOLE SHANNON
0012016-01-01NICOLE SHANNON
0012015-01-01NICOLE SHANNON
0012014-01-01NICOLE SHANNON
0012013-01-01NICOLE SHANNON
0012012-01-01NICOLE SHANNON MICHELE FORTUNATO2013-06-27
0012011-01-01NICOLE SHANNON MICHELE FORTUNATO2012-07-25
0012010-01-01NICOLE SHANNON MICHELE FORTUNATO2011-07-29
0012009-01-01 MICHELE FORTUNATO2010-07-26
0012009-01-01NICOLE SHANNON MICHELE FORTUNATO2010-07-26
0012009-01-01 MICHELE FORTUNATO2010-07-23

Plan Statistics for 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
2022: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0165
Total number of active participants reported on line 7a of the Form 55002022-01-0150
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-0167
Total participants2022-01-0167
Number of participants with account balances2022-01-0157
2021: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0166
Total number of active participants reported on line 7a of the Form 55002021-01-0145
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-0165
Total participants2021-01-0165
Number of participants with account balances2021-01-0153
2020: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0156
Total number of active participants reported on line 7a of the Form 55002020-01-0148
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-0166
Total participants2020-01-0166
Number of participants with account balances2020-01-0158
2019: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0171
Total number of active participants reported on line 7a of the Form 55002019-01-0143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0156
Number of participants with account balances2019-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0161
Total number of active participants reported on line 7a of the Form 55002018-01-0151
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-0171
Total participants2018-01-0171
Number of participants with account balances2018-01-0155
2017: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0153
Total number of active participants reported on line 7a of the Form 55002017-01-0150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0161
Number of participants with account balances2017-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0147
Total number of active participants reported on line 7a of the Form 55002016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0153
Total participants2016-01-0153
Number of participants with account balances2016-01-0147
2015: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0145
Total number of active participants reported on line 7a of the Form 55002015-01-0138
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0147
Number of participants with account balances2015-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0146
Total number of active participants reported on line 7a of the Form 55002014-01-0137
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0145
Number of participants with account balances2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0151
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0146
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0145
Total number of active participants reported on line 7a of the Form 55002012-01-0140
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0151
Number of participants with account balances2012-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0145
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0144
Total number of active participants reported on line 7a of the Form 55002010-01-0134
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0145
Number of participants with account balances2010-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0146
Total number of active participants reported on line 7a of the Form 55002009-01-0133
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0144
Number of participants with account balances2009-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-807,285
Expenses. Total of all expenses incurred2022-12-31$32,521
Benefits paid (including direct rollovers)2022-12-31$27,400
Total plan assets at end of year2022-12-31$6,903,146
Total plan assets at beginning of year2022-12-31$7,742,952
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$395,099
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$149,857
Other income received2022-12-31$-1,504,125
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$12,233
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$151,884
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,600,480
Expenses. Total of all expenses incurred2021-12-31$2,308,702
Benefits paid (including direct rollovers)2021-12-31$2,299,952
Total plan assets at end of year2021-12-31$7,742,952
Total plan assets at beginning of year2021-12-31$8,451,174
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$379,886
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$84,280
Other income received2021-12-31$991,492
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-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 loans2021-12-31$11,023
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$144,822
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,732,527
Expenses. Total of all expenses incurred2020-12-31$1,549,701
Benefits paid (including direct rollovers)2020-12-31$1,536,833
Total plan assets at end of year2020-12-31$8,451,174
Total plan assets at beginning of year2020-12-31$8,268,348
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$315,461
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,285,379
Noncash contributions received2020-12-31$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 loans2020-12-31$18,920
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$131,687
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,978,202
Expenses. Total of all expenses incurred2019-12-31$912,079
Benefits paid (including direct rollovers)2019-12-31$896,066
Total plan assets at end of year2019-12-31$8,268,348
Total plan assets at beginning of year2019-12-31$7,202,225
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$290,383
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$62,318
Other income received2019-12-31$1,506,016
Noncash contributions received2019-12-31$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 loans2019-12-31$15,765
Total contributions received or receivable from employer(s)2019-12-31$119,485
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$131,900
Expenses. Total of all expenses incurred2018-12-31$988,312
Benefits paid (including direct rollovers)2018-12-31$974,128
Total plan assets at end of year2018-12-31$7,202,225
Total plan assets at beginning of year2018-12-31$8,058,637
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$278,159
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$202,591
Other income received2018-12-31$-457,691
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$36,178
Total contributions received or receivable from employer(s)2018-12-31$108,841
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,550,212
Expenses. Total of all expenses incurred2017-12-31$147,904
Benefits paid (including direct rollovers)2017-12-31$135,178
Total plan assets at end of year2017-12-31$8,058,637
Total plan assets at beginning of year2017-12-31$6,656,329
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$303,582
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$50,546
Other income received2017-12-31$1,093,376
Noncash contributions received2017-12-31$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 loans2017-12-31$8,212
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$102,708
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,035,179
Expenses. Total of all expenses incurred2016-12-31$246,332
Benefits paid (including direct rollovers)2016-12-31$238,937
Total plan assets at end of year2016-12-31$6,656,329
Total plan assets at beginning of year2016-12-31$5,867,482
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$308,410
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$41,092
Other income received2016-12-31$483,021
Noncash contributions received2016-12-31$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 loans2016-12-31$13,570
Total contributions received or receivable from employer(s)2016-12-31$202,656
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$334,119
Expenses. Total of all expenses incurred2015-12-31$50,813
Benefits paid (including direct rollovers)2015-12-31$43,468
Total plan assets at end of year2015-12-31$5,867,482
Total plan assets at beginning of year2015-12-31$5,584,176
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$281,689
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-38,876
Noncash contributions received2015-12-31$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 loans2015-12-31$21,742
Total contributions received or receivable from employer(s)2015-12-31$91,306
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$750,219
Expenses. Total of all expenses incurred2014-12-31$143,931
Benefits paid (including direct rollovers)2014-12-31$137,467
Total plan assets at end of year2014-12-31$5,584,176
Total plan assets at beginning of year2014-12-31$4,977,888
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$271,204
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$393,487
Noncash contributions received2014-12-31$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 loans2014-12-31$29,952
Total contributions received or receivable from employer(s)2014-12-31$85,528
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,113,126
Expenses. Total of all expenses incurred2013-12-31$85,075
Benefits paid (including direct rollovers)2013-12-31$79,638
Total plan assets at end of year2013-12-31$4,977,888
Total plan assets at beginning of year2013-12-31$3,949,837
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$236,812
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$793,685
Noncash contributions received2013-12-31$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 loans2013-12-31$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 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$82,629
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$678,571
Expenses. Total of all expenses incurred2012-12-31$47,755
Benefits paid (including direct rollovers)2012-12-31$42,464
Total plan assets at end of year2012-12-31$3,949,837
Total plan assets at beginning of year2012-12-31$3,319,021
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$224,658
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$255,767
Expenses. Total of all expenses incurred2011-12-31$492,430
Benefits paid (including direct rollovers)2011-12-31$484,779
Total plan assets at end of year2011-12-31$3,319,021
Total plan assets at beginning of year2011-12-31$3,555,684
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$203,487
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$715,182
Expenses. Total of all expenses incurred2010-12-31$59,785
Benefits paid (including direct rollovers)2010-12-31$53,948
Total plan assets at end of year2010-12-31$3,555,684
Total plan assets at beginning of year2010-12-31$2,900,287
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$219,335
Contributions received from other sources (not participants or employers)2010-12-31$5,781
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN

2022: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 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: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 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: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 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: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BROWN & FORTUNATO, P. C. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3