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BROWN & DELANEY RETIREMENT PLAN 401k Plan overview

Plan NameBROWN & DELANEY RETIREMENT PLAN
Plan identification number 001

BROWN & DELANEY RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

BROWN & DELANEY, P.S. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & DELANEY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WESLEY DELANEY
0012013-01-01WESLEY DELANEY
0012012-01-01WESLEY DELANEY
0012011-01-01WESLEY DELANEY
0012010-01-01WESLEY DELANEY
0012009-01-01WESLEY DELANEY

Plan Statistics for BROWN & DELANEY RETIREMENT PLAN

401k plan membership statisitcs for BROWN & DELANEY RETIREMENT PLAN

Measure Date Value
2015: BROWN & DELANEY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROWN & DELANEY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BROWN & DELANEY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BROWN & DELANEY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BROWN & DELANEY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BROWN & DELANEY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BROWN & DELANEY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BROWN & DELANEY RETIREMENT PLAN

Measure Date Value
2015 : BROWN & DELANEY RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$186,695
Expenses. Total of all expenses incurred2015-12-31$5,748
Benefits paid (including direct rollovers)2015-12-31$5,748
Total plan assets at end of year2015-12-31$792,591
Total plan assets at beginning of year2015-12-31$611,644
Value of fidelity bond covering the plan2015-12-31$110,000
Total contributions received or receivable from participants2015-12-31$27,047
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$148,265
Noncash contributions received2015-12-31$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 loans2015-12-31$0
Value of corrective distributions2015-12-31$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 securities2015-12-31$0
2014 : BROWN & DELANEY RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$30,560
Expenses. Total of all expenses incurred2014-12-31$386
Benefits paid (including direct rollovers)2014-12-31$52
Total plan assets at end of year2014-12-31$611,644
Total plan assets at beginning of year2014-12-31$581,470
Value of fidelity bond covering the plan2014-12-31$110,000
Total contributions received or receivable from participants2014-12-31$24,200
Expenses. Other expenses not covered elsewhere2014-12-31$334
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-4,132
Noncash contributions received2014-12-31$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 loans2014-12-31$0
Value of corrective distributions2014-12-31$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 securities2014-12-31$0
2013 : BROWN & DELANEY RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$93,653
Expenses. Total of all expenses incurred2013-12-31$1,484
Benefits paid (including direct rollovers)2013-12-31$1,234
Total plan assets at end of year2013-12-31$581,470
Total plan assets at beginning of year2013-12-31$489,301
Value of fidelity bond covering the plan2013-12-31$60,000
Total contributions received or receivable from participants2013-12-31$24,200
Expenses. Other expenses not covered elsewhere2013-12-31$250
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$62,756
Noncash contributions received2013-12-31$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 loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
2012 : BROWN & DELANEY RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$59,407
Expenses. Total of all expenses incurred2012-12-31$1,855
Benefits paid (including direct rollovers)2012-12-31$1,605
Total plan assets at end of year2012-12-31$489,301
Total plan assets at beginning of year2012-12-31$431,749
Value of fidelity bond covering the plan2012-12-31$60,000
Total contributions received or receivable from participants2012-12-31$23,700
Expenses. Other expenses not covered elsewhere2012-12-31$250
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$26,310
Noncash contributions received2012-12-31$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 loans2012-12-31$0
Value of corrective distributions2012-12-31$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 securities2012-12-31$0
2011 : BROWN & DELANEY RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$-2,787
Expenses. Total of all expenses incurred2011-12-31$250
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$431,749
Total plan assets at beginning of year2011-12-31$434,786
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$23,200
Expenses. Other expenses not covered elsewhere2011-12-31$250
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-36,022
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-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 loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : BROWN & DELANEY RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$100,503
Expenses. Total of all expenses incurred2010-12-31$1,578
Benefits paid (including direct rollovers)2010-12-31$1,253
Total plan assets at end of year2010-12-31$434,786
Total plan assets at beginning of year2010-12-31$335,861
Value of fidelity bond covering the plan2010-12-31$60,000
Total contributions received or receivable from participants2010-12-31$23,200
Expenses. Other expenses not covered elsewhere2010-12-31$325
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$68,226
Noncash contributions received2010-12-31$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 loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for BROWN & DELANEY RETIREMENT PLAN

2015: BROWN & DELANEY 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: BROWN & DELANEY 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: BROWN & DELANEY 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: BROWN & DELANEY 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: BROWN & DELANEY 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: BROWN & DELANEY 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: BROWN & DELANEY 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

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