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THE COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameTHE COMPANY RETIREMENT PLAN
Plan identification number 001

THE COMPANY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

R.H. BROWN CO. has sponsored the creation of one or more 401k plans.

Company Name:R.H. BROWN CO.
Employer identification number (EIN):910460510
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT LARSEN2024-06-25
0012022-01-01SCOTT LARSEN2023-06-26
0012021-01-01SCOTT LARSEN2022-07-13
0012020-01-01SCOTT LARSEN2021-07-16
0012019-01-01SCOTT LARSEN2020-10-15
0012018-01-01SCOTT LARSEN2019-10-09
0012017-01-01SCOTT LARSEN
0012016-01-01SCOTT LARSEN
0012015-01-01
0012014-01-01SCOTT LARSEN
0012013-01-01SCOTT LARSEN
0012012-01-01SCOTT LARSEN
0012011-01-01KIM A. BLANTON
0012010-01-01KIM A. BLANTON
0012009-01-01KIM A. BLANTON

Financial Data on THE COMPANY RETIREMENT PLAN

Measure Date Value
2025 : THE COMPANY RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-228
Net assets as of the end of the plan year2025-08-220
Total assets as of the beginning of the plan year2025-08-228
Value of plan covered by a fidelity bond2025-08-22195000
Plan net income in this plan year2025-08-22-8
Net assets as of the end of the plan year2025-08-220
Net assets as of the beginning of the plan year2025-08-228
Total expenses incurred by plan in this plan year2025-08-194216050
Net assets as of the end of the plan year2025-08-198
Total assets as of the beginning of the plan year2025-08-193628298
Value of plan covered by a fidelity bond2025-08-19362830
Participant contributions to plan in this plan year2025-08-1984570
Value of participant loans at end of plan year2025-08-190
Other income to plan in this plan year2025-08-19379381
Plan net income in this plan year2025-08-19-3628290
Net assets as of the end of the plan year2025-08-198
Net assets as of the beginning of the plan year2025-08-193628298
Employer contributions to plan in this plan year2025-08-19123809
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1923434
2024 : THE COMPANY RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-25579084
Net assets as of the end of the plan year2024-06-253628298
Total assets as of the beginning of the plan year2024-06-253369498
Value of plan covered by a fidelity bond2024-06-25336950
Participant contributions to plan in this plan year2024-06-25161792
Value of participant loans at end of plan year2024-06-2541807
Other contributions to plan in this plan year2024-06-2564190
Other income to plan in this plan year2024-06-25544097
Plan net income in this plan year2024-06-25258800
Net assets as of the end of the plan year2024-06-253628298
Net assets as of the beginning of the plan year2024-06-253369498
Employer contributions to plan in this plan year2024-06-2567805
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2523670
2017 : THE COMPANY RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$479,401
Expenses. Total of all expenses incurred2017-12-31$25,180
Benefits paid (including direct rollovers)2017-12-31$693
Total plan assets at end of year2017-12-31$2,462,465
Total plan assets at beginning of year2017-12-31$2,008,244
Value of fidelity bond covering the plan2017-12-31$195,000
Total contributions received or receivable from participants2017-12-31$112,855
Expenses. Other expenses not covered elsewhere2017-12-31$250
Other income received2017-12-31$311,521
Net income (gross income less expenses)2017-12-31$454,221
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,462,465
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,008,244
Assets. Value of participant loans2017-12-31$98,076
Assets. Value of assets in partnership/joint-venture interests2017-12-31$16,851
Total contributions received or receivable from employer(s)2017-12-31$55,025
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$24,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE COMPANY RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$304,295
Expenses. Total of all expenses incurred2016-12-31$150,643
Benefits paid (including direct rollovers)2016-12-31$136,957
Total plan assets at end of year2016-12-31$2,008,244
Total plan assets at beginning of year2016-12-31$1,854,592
Value of fidelity bond covering the plan2016-12-31$195,000
Total contributions received or receivable from participants2016-12-31$102,448
Expenses. Other expenses not covered elsewhere2016-12-31$300
Other income received2016-12-31$163,956
Net income (gross income less expenses)2016-12-31$153,652
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,008,244
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,854,592
Assets. Value of participant loans2016-12-31$1,170
Assets. Value of assets in partnership/joint-venture interests2016-12-31$16,851
Total contributions received or receivable from employer(s)2016-12-31$37,891
Value of corrective distributions2016-12-31$5,579
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,807
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE COMPANY RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$98,017
Expenses. Total of all expenses incurred2015-12-31$61,203
Benefits paid (including direct rollovers)2015-12-31$60,533
Total plan assets at end of year2015-12-31$1,854,592
Total plan assets at beginning of year2015-12-31$1,817,778
Value of fidelity bond covering the plan2015-12-31$195,000
Total contributions received or receivable from participants2015-12-31$85,062
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-26,703
Net income (gross income less expenses)2015-12-31$36,814
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,854,592
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,817,778
Assets. Value of participant loans2015-12-31$18,335
Assets. Value of assets in partnership/joint-venture interests2015-12-31$17,337
Total contributions received or receivable from employer(s)2015-12-31$39,658
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE COMPANY RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$257,206
Expenses. Total of all expenses incurred2014-12-31$7,903
Benefits paid (including direct rollovers)2014-12-31$7,378
Total plan assets at end of year2014-12-31$1,817,778
Total plan assets at beginning of year2014-12-31$1,568,475
Value of fidelity bond covering the plan2014-12-31$195,000
Total contributions received or receivable from participants2014-12-31$86,955
Other income received2014-12-31$133,936
Net income (gross income less expenses)2014-12-31$249,303
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,817,778
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,568,475
Assets. Value of participant loans2014-12-31$12,787
Assets. Value of assets in partnership/joint-venture interests2014-12-31$19,640
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$197
Total contributions received or receivable from employer(s)2014-12-31$36,315
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE COMPANY RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$368,488
Expenses. Total of all expenses incurred2013-12-31$5,250
Benefits paid (including direct rollovers)2013-12-31$4,800
Total plan assets at end of year2013-12-31$1,568,475
Total plan assets at beginning of year2013-12-31$1,205,237
Value of fidelity bond covering the plan2013-12-31$195,000
Total contributions received or receivable from participants2013-12-31$79,223
Other income received2013-12-31$259,718
Net income (gross income less expenses)2013-12-31$363,238
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,568,475
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,205,237
Assets. Value of participant loans2013-12-31$22,865
Assets. Value of assets in partnership/joint-venture interests2013-12-31$19,600
Total contributions received or receivable from employer(s)2013-12-31$29,547
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE COMPANY RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$218,897
Expenses. Total of all expenses incurred2012-12-31$9,420
Benefits paid (including direct rollovers)2012-12-31$7,658
Total plan assets at end of year2012-12-31$1,205,237
Total plan assets at beginning of year2012-12-31$995,760
Value of fidelity bond covering the plan2012-12-31$195,000
Total contributions received or receivable from participants2012-12-31$64,808
Other income received2012-12-31$125,725
Net income (gross income less expenses)2012-12-31$209,477
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,205,237
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$995,760
Assets. Value of participant loans2012-12-31$27,708
Assets. Value of assets in partnership/joint-venture interests2012-12-31$21,820
Total contributions received or receivable from employer(s)2012-12-31$28,364
Value of corrective distributions2012-12-31$1,237
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE COMPANY RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$76,739
Expenses. Total of all expenses incurred2011-12-31$30,291
Benefits paid (including direct rollovers)2011-12-31$29,731
Total plan assets at end of year2011-12-31$995,760
Total plan assets at beginning of year2011-12-31$949,312
Value of fidelity bond covering the plan2011-12-31$195,000
Total contributions received or receivable from participants2011-12-31$57,686
Other income received2011-12-31$-7,858
Net income (gross income less expenses)2011-12-31$46,448
Net plan assets at end of year (total assets less liabilities)2011-12-31$995,760
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$949,312
Assets. Value of participant loans2011-12-31$30,024
Assets. Value of assets in partnership/joint-venture interests2011-12-31$21,820
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$2,074
Total contributions received or receivable from employer(s)2011-12-31$26,911
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$560
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE COMPANY RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$207,039
Expenses. Total of all expenses incurred2010-12-31$29,583
Benefits paid (including direct rollovers)2010-12-31$29,258
Total plan assets at end of year2010-12-31$949,312
Total plan assets at beginning of year2010-12-31$771,856
Value of fidelity bond covering the plan2010-12-31$195,000
Total contributions received or receivable from participants2010-12-31$56,095
Other income received2010-12-31$114,975
Net income (gross income less expenses)2010-12-31$177,456
Net plan assets at end of year (total assets less liabilities)2010-12-31$949,312
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$771,856
Assets. Value of assets in partnership/joint-venture interests2010-12-31$21,509
Total contributions received or receivable from employer(s)2010-12-31$35,969
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE COMPANY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE COMPANY RETIREMENT PLAN

2017: THE COMPANY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COMPANY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COMPANY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COMPANY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE COMPANY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810186
Policy instance 1

Potentially related plans

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