ERICKSON, BROWN & KLOSTER, P.C. has sponsored the creation of one or more 401k plans.
Additional information about ERICKSON, BROWN & KLOSTER, P.C.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC
401k plan membership statisitcs for PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC
Measure | Date | Value |
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2022: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 14 |
Total of all active and inactive participants | 2022-01-01 | 83 |
Total participants | 2022-01-01 | 83 |
Number of participants with account balances | 2022-01-01 | 73 |
2021: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 63 |
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 | 11 |
Total of all active and inactive participants | 2021-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 74 |
Number of participants with account balances | 2021-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 55 |
Number of participants with account balances | 2020-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 50 |
Number of participants with account balances | 2019-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 32 |
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 | 6 |
Total of all active and inactive participants | 2018-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 38 |
Number of participants with account balances | 2018-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 12 |
Total of all active and inactive participants | 2017-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 46 |
Number of participants with account balances | 2017-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 42 |
Number of participants with account balances | 2016-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2022 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-335,128 |
Expenses. Total of all expenses incurred | 2022-12-31 | $116,939 |
Benefits paid (including direct rollovers) | 2022-12-31 | $116,939 |
Total plan assets at end of year | 2022-12-31 | $5,430,400 |
Total plan assets at beginning of year | 2022-12-31 | $5,882,467 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,350,000 |
Total contributions received or receivable from participants | 2022-12-31 | $445,707 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $104,761 |
Other income received | 2022-12-31 | $-1,099,158 |
Net income (gross income less expenses) | 2022-12-31 | $-452,067 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,430,400 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,882,467 |
Assets. Value of participant loans | 2022-12-31 | $2,697 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $213,562 |
2021 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,396,374 |
Expenses. Total of all expenses incurred | 2021-12-31 | $186,144 |
Benefits paid (including direct rollovers) | 2021-12-31 | $171,062 |
Total plan assets at end of year | 2021-12-31 | $5,882,467 |
Total plan assets at beginning of year | 2021-12-31 | $4,672,237 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,350,000 |
Total contributions received or receivable from participants | 2021-12-31 | $355,210 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $145,286 |
Other income received | 2021-12-31 | $753,230 |
Net income (gross income less expenses) | 2021-12-31 | $1,210,230 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,882,467 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,672,237 |
Assets. Value of participant loans | 2021-12-31 | $23,897 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $142,648 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $15,082 |
2020 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,083,571 |
Expenses. Total of all expenses incurred | 2020-12-31 | $143,333 |
Benefits paid (including direct rollovers) | 2020-12-31 | $143,333 |
Total plan assets at end of year | 2020-12-31 | $4,672,237 |
Total plan assets at beginning of year | 2020-12-31 | $3,731,999 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,350,000 |
Total contributions received or receivable from participants | 2020-12-31 | $301,428 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $31,564 |
Other income received | 2020-12-31 | $629,282 |
Net income (gross income less expenses) | 2020-12-31 | $940,238 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,672,237 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,731,999 |
Assets. Value of participant loans | 2020-12-31 | $48,223 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $121,297 |
2019 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,195,643 |
Expenses. Total of all expenses incurred | 2019-12-31 | $901,551 |
Benefits paid (including direct rollovers) | 2019-12-31 | $901,551 |
Total plan assets at end of year | 2019-12-31 | $3,731,999 |
Total plan assets at beginning of year | 2019-12-31 | $3,437,907 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,350,000 |
Total contributions received or receivable from participants | 2019-12-31 | $290,920 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $168,821 |
Other income received | 2019-12-31 | $624,151 |
Net income (gross income less expenses) | 2019-12-31 | $294,092 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,731,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,437,907 |
Assets. Value of participant loans | 2019-12-31 | $57,167 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $111,751 |
2018 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $364,697 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4,856,328 |
Benefits paid (including direct rollovers) | 2018-12-31 | $4,856,328 |
Total plan assets at end of year | 2018-12-31 | $3,437,907 |
Total plan assets at beginning of year | 2018-12-31 | $7,929,538 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,350,000 |
Total contributions received or receivable from participants | 2018-12-31 | $228,690 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $66,848 |
Other income received | 2018-12-31 | $-21,396 |
Net income (gross income less expenses) | 2018-12-31 | $-4,491,631 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,437,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,929,538 |
Assets. Value of participant loans | 2018-12-31 | $70,140 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $848,843 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $90,555 |
2017 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,465,329 |
Expenses. Total of all expenses incurred | 2017-12-31 | $184,777 |
Benefits paid (including direct rollovers) | 2017-12-31 | $184,777 |
Total plan assets at end of year | 2017-12-31 | $7,929,538 |
Total plan assets at beginning of year | 2017-12-31 | $6,648,986 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,350,000 |
Total contributions received or receivable from participants | 2017-12-31 | $209,327 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $18,726 |
Other income received | 2017-12-31 | $1,164,170 |
Net income (gross income less expenses) | 2017-12-31 | $1,280,552 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,929,538 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,648,986 |
Assets. Value of participant loans | 2017-12-31 | $83,068 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $699,338 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $73,106 |
2016 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $822,406 |
Expenses. Total of all expenses incurred | 2016-12-31 | $26,755 |
Benefits paid (including direct rollovers) | 2016-12-31 | $26,755 |
Total plan assets at end of year | 2016-12-31 | $6,648,986 |
Total plan assets at beginning of year | 2016-12-31 | $5,853,335 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,350,000 |
Total contributions received or receivable from participants | 2016-12-31 | $191,086 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $820,000 |
Other income received | 2016-12-31 | $563,678 |
Net income (gross income less expenses) | 2016-12-31 | $795,651 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,648,986 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,853,335 |
Assets. Value of participant loans | 2016-12-31 | $121,427 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $67,642 |
2022: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2017 form 5500 responses |
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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: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2016 form 5500 responses |
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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 |