BRANDON & TIBBS ACCOUNTANTS, has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN
401k plan membership statisitcs for BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN
Measure | Date | Value |
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2019: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 15 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 1 |
Total of all active and inactive participants | 2019-07-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 16 |
Number of participants with account balances | 2019-07-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 3 |
Total of all active and inactive participants | 2018-07-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 17 |
Number of participants with account balances | 2018-07-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 1 |
2017: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 16 |
Total of all active and inactive participants | 2017-07-01 | 16 |
Total participants | 2017-07-01 | 16 |
Number of participants with account balances | 2017-07-01 | 16 |
2016: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 16 |
Total of all active and inactive participants | 2016-07-01 | 16 |
Total participants | 2016-07-01 | 16 |
Number of participants with account balances | 2016-07-01 | 16 |
2015: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 15 |
Total of all active and inactive participants | 2015-07-01 | 15 |
Total participants | 2015-07-01 | 15 |
Number of participants with account balances | 2015-07-01 | 15 |
2014: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 5 |
Total of all active and inactive participants | 2014-07-01 | 20 |
Total participants | 2014-07-01 | 20 |
Number of participants with account balances | 2014-07-01 | 20 |
2013: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 6 |
Total of all active and inactive participants | 2013-07-01 | 19 |
Total participants | 2013-07-01 | 19 |
Number of participants with account balances | 2013-07-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 3 |
2012: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 3 |
Total of all active and inactive participants | 2012-07-01 | 18 |
Total participants | 2012-07-01 | 18 |
Number of participants with account balances | 2012-07-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 1 |
2011: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 15 |
Total of all active and inactive participants | 2011-07-01 | 15 |
Total participants | 2011-07-01 | 15 |
Number of participants with account balances | 2011-07-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 1 |
2010: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 4 |
Total of all active and inactive participants | 2010-07-01 | 18 |
Total participants | 2010-07-01 | 18 |
Number of participants with account balances | 2010-07-01 | 18 |
2009: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
Total of all active and inactive participants | 2009-07-01 | 18 |
Total participants | 2009-07-01 | 18 |
Number of participants with account balances | 2009-07-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 1 |
Measure | Date | Value |
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2020 : BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-06-30 | $0 |
Total plan liabilities at beginning of year | 2020-06-30 | $0 |
Total income from all sources | 2020-06-30 | $608,356 |
Expenses. Total of all expenses incurred | 2020-06-30 | $31,112 |
Benefits paid (including direct rollovers) | 2020-06-30 | $29,086 |
Total plan assets at end of year | 2020-06-30 | $1,417,415 |
Total plan assets at beginning of year | 2020-06-30 | $840,171 |
Value of fidelity bond covering the plan | 2020-06-30 | $160,000 |
Total contributions received or receivable from participants | 2020-06-30 | $146,395 |
Contributions received from other sources (not participants or employers) | 2020-06-30 | $348,270 |
Other income received | 2020-06-30 | $68,691 |
Net income (gross income less expenses) | 2020-06-30 | $577,244 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $1,417,415 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $840,171 |
Assets. Value of participant loans | 2020-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $45,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $2,026 |
2018 : BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-06-30 | $69,961 |
Expenses. Total of all expenses incurred | 2018-06-30 | $6,529 |
Total plan assets at end of year | 2018-06-30 | $762,828 |
Total plan assets at beginning of year | 2018-06-30 | $699,396 |
Value of fidelity bond covering the plan | 2018-06-30 | $85,000 |
Expenses. Other expenses not covered elsewhere | 2018-06-30 | $6,529 |
Other income received | 2018-06-30 | $29,961 |
Net income (gross income less expenses) | 2018-06-30 | $63,432 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $762,828 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $699,396 |
Assets. Value of participant loans | 2018-06-30 | $9,832 |
Total contributions received or receivable from employer(s) | 2018-06-30 | $40,000 |
2017 : BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-06-30 | $79,965 |
Expenses. Total of all expenses incurred | 2017-06-30 | $15,157 |
Benefits paid (including direct rollovers) | 2017-06-30 | $9,345 |
Total plan assets at end of year | 2017-06-30 | $699,396 |
Total plan assets at beginning of year | 2017-06-30 | $634,588 |
Value of fidelity bond covering the plan | 2017-06-30 | $75,000 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $5,812 |
Other income received | 2017-06-30 | $39,965 |
Net income (gross income less expenses) | 2017-06-30 | $64,808 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $699,396 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $634,588 |
Assets. Value of participant loans | 2017-06-30 | $12,378 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $40,000 |
2016 : BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-06-30 | $42,145 |
Expenses. Total of all expenses incurred | 2016-06-30 | $64,649 |
Benefits paid (including direct rollovers) | 2016-06-30 | $58,820 |
Total plan assets at end of year | 2016-06-30 | $634,588 |
Total plan assets at beginning of year | 2016-06-30 | $657,092 |
Value of fidelity bond covering the plan | 2016-06-30 | $65,000 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $5,829 |
Other income received | 2016-06-30 | $2,145 |
Net income (gross income less expenses) | 2016-06-30 | $-22,504 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $634,588 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $657,092 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $40,000 |
2015 : BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $28,725 |
Expenses. Total of all expenses incurred | 2015-06-30 | $4,979 |
Total plan assets at end of year | 2015-06-30 | $657,092 |
Total plan assets at beginning of year | 2015-06-30 | $633,346 |
Value of fidelity bond covering the plan | 2015-06-30 | $65,000 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $4,979 |
Other income received | 2015-06-30 | $-1,275 |
Net income (gross income less expenses) | 2015-06-30 | $23,746 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $657,092 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $633,346 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $30,000 |
2014 : BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $95,500 |
Expenses. Total of all expenses incurred | 2014-06-30 | $5,601 |
Total plan assets at end of year | 2014-06-30 | $633,346 |
Total plan assets at beginning of year | 2014-06-30 | $543,447 |
Value of fidelity bond covering the plan | 2014-06-30 | $65,000 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $5,601 |
Other income received | 2014-06-30 | $63,800 |
Net income (gross income less expenses) | 2014-06-30 | $89,899 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $633,346 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $543,447 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $31,700 |
2013 : BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $62,920 |
Expenses. Total of all expenses incurred | 2013-06-30 | $32,730 |
Benefits paid (including direct rollovers) | 2013-06-30 | $27,747 |
Total plan assets at end of year | 2013-06-30 | $543,447 |
Total plan assets at beginning of year | 2013-06-30 | $513,257 |
Value of fidelity bond covering the plan | 2013-06-30 | $55,000 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $4,983 |
Other income received | 2013-06-30 | $32,920 |
Net income (gross income less expenses) | 2013-06-30 | $30,190 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $543,447 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $513,257 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $30,000 |
2012 : BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $41,957 |
Expenses. Total of all expenses incurred | 2012-06-30 | $4,639 |
Total plan assets at end of year | 2012-06-30 | $513,257 |
Total plan assets at beginning of year | 2012-06-30 | $475,939 |
Value of fidelity bond covering the plan | 2012-06-30 | $55,000 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $4,639 |
Other income received | 2012-06-30 | $11,957 |
Net income (gross income less expenses) | 2012-06-30 | $37,318 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $513,257 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $475,939 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $30,000 |
2011 : BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-06-30 | $49,743 |
Expenses. Total of all expenses incurred | 2011-06-30 | $3,089 |
Total plan assets at end of year | 2011-06-30 | $475,939 |
Total plan assets at beginning of year | 2011-06-30 | $429,285 |
Value of fidelity bond covering the plan | 2011-06-30 | $55,000 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $3,089 |
Other income received | 2011-06-30 | $49,743 |
Net income (gross income less expenses) | 2011-06-30 | $46,654 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $475,939 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $429,285 |
2019: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: BRANDON & TIBBS ACCOUNTANTS PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |