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Plan Name | BROWN & DELANEY RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BROWN & DELANEY, P.S. |
Employer identification number (EIN): | 911752744 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about BROWN & DELANEY, P.S.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1997-01-13 |
Company Identification Number: | 601761030 |
Legal Registered Office Address: |
30 E INDIANA AVE SPOKANE United States of America (USA) 992072314 |
More information about BROWN & DELANEY, P.S.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | WESLEY DELANEY | |||
001 | 2013-01-01 | WESLEY DELANEY | |||
001 | 2012-01-01 | WESLEY DELANEY | |||
001 | 2011-01-01 | WESLEY DELANEY | |||
001 | 2010-01-01 | WESLEY DELANEY | |||
001 | 2009-01-01 | WESLEY DELANEY |
Measure | Date | Value |
---|---|---|
2015: BROWN & DELANEY RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BROWN & DELANEY RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BROWN & DELANEY RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BROWN & DELANEY RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BROWN & DELANEY RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BROWN & DELANEY RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BROWN & DELANEY RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : BROWN & DELANEY RETIREMENT PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $186,695 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,748 |
Benefits paid (including direct rollovers) | 2015-12-31 | $5,748 |
Total plan assets at end of year | 2015-12-31 | $792,591 |
Total plan assets at beginning of year | 2015-12-31 | $611,644 |
Value of fidelity bond covering the plan | 2015-12-31 | $110,000 |
Total contributions received or receivable from participants | 2015-12-31 | $27,047 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $148,265 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $180,947 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $792,591 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $611,644 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $11,383 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : BROWN & DELANEY RETIREMENT PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $30,560 |
Expenses. Total of all expenses incurred | 2014-12-31 | $386 |
Benefits paid (including direct rollovers) | 2014-12-31 | $52 |
Total plan assets at end of year | 2014-12-31 | $611,644 |
Total plan assets at beginning of year | 2014-12-31 | $581,470 |
Value of fidelity bond covering the plan | 2014-12-31 | $110,000 |
Total contributions received or receivable from participants | 2014-12-31 | $24,200 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $334 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $-4,132 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $30,174 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $611,644 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $581,470 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $109,290 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $10,492 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : BROWN & DELANEY RETIREMENT PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $93,653 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,484 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,234 |
Total plan assets at end of year | 2013-12-31 | $581,470 |
Total plan assets at beginning of year | 2013-12-31 | $489,301 |
Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
Total contributions received or receivable from participants | 2013-12-31 | $24,200 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $250 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $62,756 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $92,169 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $581,470 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $489,301 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $109,290 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $6,697 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : BROWN & DELANEY RETIREMENT PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $59,407 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,855 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,605 |
Total plan assets at end of year | 2012-12-31 | $489,301 |
Total plan assets at beginning of year | 2012-12-31 | $431,749 |
Value of fidelity bond covering the plan | 2012-12-31 | $60,000 |
Total contributions received or receivable from participants | 2012-12-31 | $23,700 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $250 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $26,310 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $57,552 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $489,301 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $431,749 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $109,290 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $9,397 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BROWN & DELANEY RETIREMENT PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-2,787 |
Expenses. Total of all expenses incurred | 2011-12-31 | $250 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $431,749 |
Total plan assets at beginning of year | 2011-12-31 | $434,786 |
Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
Total contributions received or receivable from participants | 2011-12-31 | $23,200 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $250 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-36,022 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-3,037 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $431,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $434,786 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $109,290 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $10,035 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BROWN & DELANEY RETIREMENT PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $100,503 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,578 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,253 |
Total plan assets at end of year | 2010-12-31 | $434,786 |
Total plan assets at beginning of year | 2010-12-31 | $335,861 |
Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
Total contributions received or receivable from participants | 2010-12-31 | $23,200 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $325 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $68,226 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $98,925 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $434,786 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $335,861 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $109,290 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $9,077 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BROWN & DELANEY RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: BROWN & DELANEY RETIREMENT PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BROWN & DELANEY RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BROWN & DELANEY RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BROWN & DELANEY RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BROWN & DELANEY RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BROWN & DELANEY RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BROWN & DELANEY RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |