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SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SCOTT & BRIAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCOTT & BRIAN, INC.
Employer identification number (EIN):770562020
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01SCOTT EHRKE2022-09-26
0012021-01-01SCOTT EHRKE2023-07-13
0012020-01-01SCOTT EHRKE2021-10-04
0012019-01-01SCOTT EHRKE2020-10-08
0012018-01-01SCOTT EHRKE2019-10-10
0012017-01-01
0012016-01-01SCOTT EHRKE
0012015-01-01SCOTT EHRKE
0012014-01-01SCOTT EHRKE
0012013-01-01SCOTT EHRKE
0012012-01-01SCOTT EHRKE
0012011-01-01SCOTT EHRKE
0012010-01-01SCOTT EHRKE2011-05-31

Financial Data on SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$123,704
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$570,426
Expenses. Total of all expenses incurred2021-12-31$128,554
Benefits paid (including direct rollovers)2021-12-31$28,087
Total plan assets at end of year2021-12-31$3,444,338
Total plan assets at beginning of year2021-12-31$2,878,762
Value of fidelity bond covering the plan2021-12-31$2,500,000
Total contributions received or receivable from participants2021-12-31$35,000
Assets. Value of loans (other than to participants)2021-12-31$240,000
Expenses. Other expenses not covered elsewhere2021-12-31$100,467
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$527,116
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$441,872
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,320,634
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,878,762
Assets. Value of participant loans2021-12-31$18,165
Assets. Value of real-estate (other than employer real property)2021-12-31$2,945,000
Total contributions received or receivable from employer(s)2021-12-31$8,310
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$0
2020 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$125,000
Total income from all sources2020-12-31$761,870
Expenses. Total of all expenses incurred2020-12-31$33,585
Total plan assets at end of year2020-12-31$2,878,762
Total plan assets at beginning of year2020-12-31$2,275,477
Value of fidelity bond covering the plan2020-12-31$2,500,000
Total contributions received or receivable from participants2020-12-31$21,150
Assets. Value of loans (other than to participants)2020-12-31$330,000
Expenses. Other expenses not covered elsewhere2020-12-31$33,585
Other income received2020-12-31$732,158
Net income (gross income less expenses)2020-12-31$728,285
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,878,762
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,150,477
Assets. Value of participant loans2020-12-31$25,065
Assets. Value of real-estate (other than employer real property)2020-12-31$1,960,000
Total contributions received or receivable from employer(s)2020-12-31$8,562
2019 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$125,000
Total plan liabilities at beginning of year2019-12-31$125,000
Total income from all sources2019-12-31$239,470
Expenses. Total of all expenses incurred2019-12-31$93,079
Total plan assets at end of year2019-12-31$2,275,477
Total plan assets at beginning of year2019-12-31$2,129,086
Value of fidelity bond covering the plan2019-12-31$2,500,000
Total contributions received or receivable from participants2019-12-31$2,600
Expenses. Other expenses not covered elsewhere2019-12-31$93,079
Other income received2019-12-31$229,837
Net income (gross income less expenses)2019-12-31$146,391
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,150,477
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,004,086
Assets. Value of participant loans2019-12-31$27,006
Assets. Value of real-estate (other than employer real property)2019-12-31$1,240,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$2,600
Total contributions received or receivable from employer(s)2019-12-31$7,033
2018 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$125,000
Total plan liabilities at beginning of year2018-12-31$280,000
Total income from all sources2018-12-31$298,723
Expenses. Total of all expenses incurred2018-12-31$63,456
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,129,086
Total plan assets at beginning of year2018-12-31$2,048,819
Value of fidelity bond covering the plan2018-12-31$1,500,000
Total contributions received or receivable from participants2018-12-31$2,600
Assets. Value of loans (other than to participants)2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$63,456
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$289,399
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$235,267
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,004,086
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,768,819
Assets. Value of participant loans2018-12-31$34,555
Assets. Value of real-estate (other than employer real property)2018-12-31$1,015,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$2,500
Total contributions received or receivable from employer(s)2018-12-31$6,724
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$0
2017 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$280,000
Total plan liabilities at beginning of year2017-12-31$280,000
Total income from all sources2017-12-31$297,176
Expenses. Total of all expenses incurred2017-12-31$111,736
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,048,819
Total plan assets at beginning of year2017-12-31$1,863,379
Value of fidelity bond covering the plan2017-12-31$1,500,000
Total contributions received or receivable from participants2017-12-31$3,200
Assets. Value of loans (other than to participants)2017-12-31$12,500
Expenses. Other expenses not covered elsewhere2017-12-31$111,736
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$288,619
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$185,440
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,768,819
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,583,379
Assets. Value of real-estate (other than employer real property)2017-12-31$1,340,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$2,700
Total contributions received or receivable from employer(s)2017-12-31$5,357
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$0
2016 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$280,000
Total plan liabilities at beginning of year2016-12-31$282,000
Total income from all sources2016-12-31$395,455
Expenses. Total of all expenses incurred2016-12-31$84,096
Total plan assets at end of year2016-12-31$1,863,379
Total plan assets at beginning of year2016-12-31$1,554,020
Value of fidelity bond covering the plan2016-12-31$1,200,000
Total contributions received or receivable from participants2016-12-31$600
Assets. Value of loans (other than to participants)2016-12-31$29,000
Expenses. Other expenses not covered elsewhere2016-12-31$84,077
Other income received2016-12-31$389,590
Net income (gross income less expenses)2016-12-31$311,359
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,583,379
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,272,020
Assets. Value of real-estate (other than employer real property)2016-12-31$1,405,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$500
Total contributions received or receivable from employer(s)2016-12-31$5,265
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$19
2015 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$282,000
Total plan liabilities at beginning of year2015-12-31$182,000
Total income from all sources2015-12-31$358,270
Expenses. Total of all expenses incurred2015-12-31$267,366
Benefits paid (including direct rollovers)2015-12-31$42,615
Total plan assets at end of year2015-12-31$1,554,020
Total plan assets at beginning of year2015-12-31$1,363,116
Value of fidelity bond covering the plan2015-12-31$1,200,000
Total contributions received or receivable from participants2015-12-31$36,000
Expenses. Other expenses not covered elsewhere2015-12-31$224,751
Other income received2015-12-31$315,695
Net income (gross income less expenses)2015-12-31$90,904
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,272,020
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,181,116
Assets. Value of real-estate (other than employer real property)2015-12-31$1,345,000
Total contributions received or receivable from employer(s)2015-12-31$6,575
2014 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$182,000
Total plan liabilities at beginning of year2014-12-31$182,000
Total income from all sources2014-12-31$135,785
Expenses. Total of all expenses incurred2014-12-31$46,592
Total plan assets at end of year2014-12-31$1,363,116
Total plan assets at beginning of year2014-12-31$1,273,923
Value of fidelity bond covering the plan2014-12-31$1,200,000
Total contributions received or receivable from participants2014-12-31$36,050
Other income received2014-12-31$93,331
Net income (gross income less expenses)2014-12-31$89,193
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,181,116
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,091,923
Assets. Value of participant loans2014-12-31$8,718
Assets. Value of real-estate (other than employer real property)2014-12-31$1,090,000
Total contributions received or receivable from employer(s)2014-12-31$6,404
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$46,592
2013 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$182,000
Total plan liabilities at beginning of year2013-12-31$182,000
Total income from all sources2013-12-31$323,326
Expenses. Total of all expenses incurred2013-12-31$32,222
Total plan assets at end of year2013-12-31$1,273,923
Total plan assets at beginning of year2013-12-31$982,819
Value of fidelity bond covering the plan2013-12-31$750,000
Total contributions received or receivable from participants2013-12-31$41,300
Expenses. Other expenses not covered elsewhere2013-12-31$32,176
Other income received2013-12-31$276,068
Net income (gross income less expenses)2013-12-31$291,104
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,091,923
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$800,819
Assets. Value of participant loans2013-12-31$4,387
Assets. Value of real-estate (other than employer real property)2013-12-31$833,000
Total contributions received or receivable from employer(s)2013-12-31$5,958
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$46
2012 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$87,523
Expenses. Total of all expenses incurred2012-12-31$27,708
Total plan assets at end of year2012-12-31$800,819
Total plan assets at beginning of year2012-12-31$741,004
Value of fidelity bond covering the plan2012-12-31$750,000
Total contributions received or receivable from participants2012-12-31$31,300
Expenses. Other expenses not covered elsewhere2012-12-31$27,682
Other income received2012-12-31$50,072
Net income (gross income less expenses)2012-12-31$59,815
Net plan assets at end of year (total assets less liabilities)2012-12-31$800,819
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$741,004
Assets. Value of participant loans2012-12-31$6,592
Assets. Value of real-estate (other than employer real property)2012-12-31$550,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$3,500
Total contributions received or receivable from employer(s)2012-12-31$6,151
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$26
2011 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$96,037
Expenses. Total of all expenses incurred2011-12-31$11,033
Total plan assets at end of year2011-12-31$741,004
Total plan assets at beginning of year2011-12-31$656,000
Value of fidelity bond covering the plan2011-12-31$750,000
Total contributions received or receivable from participants2011-12-31$2,800
Expenses. Other expenses not covered elsewhere2011-12-31$10,917
Other income received2011-12-31$87,781
Net income (gross income less expenses)2011-12-31$85,004
Net plan assets at end of year (total assets less liabilities)2011-12-31$741,004
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$656,000
Assets. Value of real-estate (other than employer real property)2011-12-31$300,000
Total contributions received or receivable from employer(s)2011-12-31$5,456
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$116

Form 5500 Responses for SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN

2021: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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