401k Plan data: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN plan

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

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

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

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 SCOTT EHRKE 2022-09-26
001 2021-01-01 SCOTT EHRKE 2023-07-13
001 2020-01-01 SCOTT EHRKE 2021-10-04
001 2019-01-01 SCOTT EHRKE 2020-10-08
001 2018-01-01 SCOTT EHRKE 2019-10-10
001 2017-01-01
001 2016-01-01 SCOTT EHRKE
001 2015-01-01 SCOTT EHRKE
001 2014-01-01 SCOTT EHRKE
001 2013-01-01 SCOTT EHRKE
001 2012-01-01 SCOTT EHRKE
001 2011-01-01 SCOTT EHRKE
001 2010-01-01 SCOTT EHRKE 2011-05-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	SCOTT EHRKE	2022-09-26
001	2021-01-01	SCOTT EHRKE	2023-07-13
001	2020-01-01	SCOTT EHRKE	2021-10-04
001	2019-01-01	SCOTT EHRKE	2020-10-08
001	2018-01-01	SCOTT EHRKE	2019-10-10
001	2017-01-01
001	2016-01-01	SCOTT EHRKE
001	2015-01-01	SCOTT EHRKE
001	2014-01-01	SCOTT EHRKE
001	2013-01-01	SCOTT EHRKE
001	2012-01-01	SCOTT EHRKE
001	2011-01-01	SCOTT EHRKE
001	2010-01-01	SCOTT EHRKE	2011-05-31

Plan Statistics for SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 5
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
2019: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 2
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5

Measure	Date	Value
2021: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	5
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
2019: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	2
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5

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 plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$123,704
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$570,426
Expenses. Total of all expenses incurred	2021-12-31	$128,554
Benefits paid (including direct rollovers)	2021-12-31	$28,087
Total plan assets at end of year	2021-12-31	$3,444,338
Total plan assets at beginning of year	2021-12-31	$2,878,762
Value of fidelity bond covering the plan	2021-12-31	$2,500,000
Total contributions received or receivable from participants	2021-12-31	$35,000
Assets. Value of loans (other than to participants)	2021-12-31	$240,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$100,467
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$527,116
Noncash contributions received	2021-12-31	$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 loans	2021-12-31	$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 loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$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 year	2020-12-31	$125,000
Total income from all sources	2020-12-31	$761,870
Expenses. Total of all expenses incurred	2020-12-31	$33,585
Total plan assets at end of year	2020-12-31	$2,878,762
Total plan assets at beginning of year	2020-12-31	$2,275,477
Value of fidelity bond covering the plan	2020-12-31	$2,500,000
Total contributions received or receivable from participants	2020-12-31	$21,150
Assets. Value of loans (other than to participants)	2020-12-31	$330,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$33,585
Other income received	2020-12-31	$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 loans	2020-12-31	$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 year	2019-12-31	$125,000
Total plan liabilities at beginning of year	2019-12-31	$125,000
Total income from all sources	2019-12-31	$239,470
Expenses. Total of all expenses incurred	2019-12-31	$93,079
Total plan assets at end of year	2019-12-31	$2,275,477
Total plan assets at beginning of year	2019-12-31	$2,129,086
Value of fidelity bond covering the plan	2019-12-31	$2,500,000
Total contributions received or receivable from participants	2019-12-31	$2,600
Expenses. Other expenses not covered elsewhere	2019-12-31	$93,079
Other income received	2019-12-31	$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 loans	2019-12-31	$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 2510.3-102	2019-12-31	$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 plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$125,000
Total plan liabilities at beginning of year	2018-12-31	$280,000
Total income from all sources	2018-12-31	$298,723
Expenses. Total of all expenses incurred	2018-12-31	$63,456
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$2,129,086
Total plan assets at beginning of year	2018-12-31	$2,048,819
Value of fidelity bond covering the plan	2018-12-31	$1,500,000
Total contributions received or receivable from participants	2018-12-31	$2,600
Assets. Value of loans (other than to participants)	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$63,456
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$289,399
Noncash contributions received	2018-12-31	$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 loans	2018-12-31	$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 2510.3-102	2018-12-31	$2,500
Total contributions received or receivable from employer(s)	2018-12-31	$6,724
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	$0
2017 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$280,000
Total plan liabilities at beginning of year	2017-12-31	$280,000
Total income from all sources	2017-12-31	$297,176
Expenses. Total of all expenses incurred	2017-12-31	$111,736
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,048,819
Total plan assets at beginning of year	2017-12-31	$1,863,379
Value of fidelity bond covering the plan	2017-12-31	$1,500,000
Total contributions received or receivable from participants	2017-12-31	$3,200
Assets. Value of loans (other than to participants)	2017-12-31	$12,500
Expenses. Other expenses not covered elsewhere	2017-12-31	$111,736
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$288,619
Noncash contributions received	2017-12-31	$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 2510.3-102	2017-12-31	$2,700
Total contributions received or receivable from employer(s)	2017-12-31	$5,357
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	$0
2016 : SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$280,000
Total plan liabilities at beginning of year	2016-12-31	$282,000
Total income from all sources	2016-12-31	$395,455
Expenses. Total of all expenses incurred	2016-12-31	$84,096
Total plan assets at end of year	2016-12-31	$1,863,379
Total plan assets at beginning of year	2016-12-31	$1,554,020
Value of fidelity bond covering the plan	2016-12-31	$1,200,000
Total contributions received or receivable from participants	2016-12-31	$600
Assets. Value of loans (other than to participants)	2016-12-31	$29,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$84,077
Other income received	2016-12-31	$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 2510.3-102	2016-12-31	$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 year	2015-12-31	$282,000
Total plan liabilities at beginning of year	2015-12-31	$182,000
Total income from all sources	2015-12-31	$358,270
Expenses. Total of all expenses incurred	2015-12-31	$267,366
Benefits paid (including direct rollovers)	2015-12-31	$42,615
Total plan assets at end of year	2015-12-31	$1,554,020
Total plan assets at beginning of year	2015-12-31	$1,363,116
Value of fidelity bond covering the plan	2015-12-31	$1,200,000
Total contributions received or receivable from participants	2015-12-31	$36,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$224,751
Other income received	2015-12-31	$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 year	2014-12-31	$182,000
Total plan liabilities at beginning of year	2014-12-31	$182,000
Total income from all sources	2014-12-31	$135,785
Expenses. Total of all expenses incurred	2014-12-31	$46,592
Total plan assets at end of year	2014-12-31	$1,363,116
Total plan assets at beginning of year	2014-12-31	$1,273,923
Value of fidelity bond covering the plan	2014-12-31	$1,200,000
Total contributions received or receivable from participants	2014-12-31	$36,050
Other income received	2014-12-31	$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 loans	2014-12-31	$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 year	2013-12-31	$182,000
Total plan liabilities at beginning of year	2013-12-31	$182,000
Total income from all sources	2013-12-31	$323,326
Expenses. Total of all expenses incurred	2013-12-31	$32,222
Total plan assets at end of year	2013-12-31	$1,273,923
Total plan assets at beginning of year	2013-12-31	$982,819
Value of fidelity bond covering the plan	2013-12-31	$750,000
Total contributions received or receivable from participants	2013-12-31	$41,300
Expenses. Other expenses not covered elsewhere	2013-12-31	$32,176
Other income received	2013-12-31	$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 loans	2013-12-31	$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 sources	2012-12-31	$87,523
Expenses. Total of all expenses incurred	2012-12-31	$27,708
Total plan assets at end of year	2012-12-31	$800,819
Total plan assets at beginning of year	2012-12-31	$741,004
Value of fidelity bond covering the plan	2012-12-31	$750,000
Total contributions received or receivable from participants	2012-12-31	$31,300
Expenses. Other expenses not covered elsewhere	2012-12-31	$27,682
Other income received	2012-12-31	$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 loans	2012-12-31	$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 2510.3-102	2012-12-31	$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 sources	2011-12-31	$96,037
Expenses. Total of all expenses incurred	2011-12-31	$11,033
Total plan assets at end of year	2011-12-31	$741,004
Total plan assets at beginning of year	2011-12-31	$656,000
Value of fidelity bond covering the plan	2011-12-31	$750,000
Total contributions received or receivable from participants	2011-12-31	$2,800
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,917
Other income received	2011-12-31	$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
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCOTT & BRIAN, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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