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BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 401k Plan overview

Plan NameBRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN
Plan identification number 001

BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

BRUMLEY INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRUMLEY INVESTMENTS, INC.
Employer identification number (EIN):030537872
NAIC Classification:811110
NAIC Description: Automotive Mechanical and Electrical Repair and Maintenance

Additional information about BRUMLEY INVESTMENTS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-02-10
Company Identification Number: P04000027034
Legal Registered Office Address: 9969 HECKSCHER DR

JACKSONVILLE

32226

More information about BRUMLEY INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01JAMES C. BRUMLEY
0012016-01-01JAMES C. BRUMLEY
0012015-01-01JAMES C. BRUMLEY
0012014-01-01JAMES C. BRUMLEY
0012013-01-01JAMES C. BRUMLEY
0012012-01-01JAMES C. BRUMLEY
0012011-01-01JAMES C. BRUMLEY
0012009-01-01JIM BRUMLEY

Financial Data on BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN

Measure Date Value
2019 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$-79,737
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$79,737
Other income received2019-12-31$-79,737
Net income (gross income less expenses)2019-12-31$-79,737
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$79,737
Assets. Value of employer securities2019-12-31$0
2018 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-199,342
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$79,737
Total plan assets at beginning of year2018-12-31$279,079
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-199,342
Net income (gross income less expenses)2018-12-31$-199,342
Net plan assets at end of year (total assets less liabilities)2018-12-31$79,737
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$279,079
Assets. Value of employer securities2018-12-31$79,737
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$-19,934
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$279,079
Total plan assets at beginning of year2017-12-31$299,013
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-19,934
Net income (gross income less expenses)2017-12-31$-19,934
Net plan assets at end of year (total assets less liabilities)2017-12-31$279,079
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$299,013
Assets. Value of employer securities2017-12-31$279,079
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$245,153
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$299,013
Total plan assets at beginning of year2016-12-31$53,860
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$245,153
Net income (gross income less expenses)2016-12-31$245,153
Net plan assets at end of year (total assets less liabilities)2016-12-31$299,013
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$53,860
Assets. Value of employer securities2016-12-31$299,013
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$24,290
Total plan assets at end of year2015-12-31$53,860
Total plan assets at beginning of year2015-12-31$29,570
Other income received2015-12-31$24,290
Net income (gross income less expenses)2015-12-31$24,290
Net plan assets at end of year (total assets less liabilities)2015-12-31$53,860
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$29,570
Assets. Value of employer securities2015-12-31$53,860
2014 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-229,575
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$29,570
Total plan assets at beginning of year2014-12-31$259,145
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-229,575
Net income (gross income less expenses)2014-12-31$-229,575
Net plan assets at end of year (total assets less liabilities)2014-12-31$29,570
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$259,145
Assets. Value of employer securities2014-12-31$29,570
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-150,101
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$259,145
Total plan assets at beginning of year2013-12-31$409,246
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-150,101
Net income (gross income less expenses)2013-12-31$-150,101
Net plan assets at end of year (total assets less liabilities)2013-12-31$259,145
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$409,246
Assets. Value of employer securities2013-12-31$259,145
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$-24,323
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$409,246
Total plan assets at beginning of year2012-12-31$433,569
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-24,323
Net income (gross income less expenses)2012-12-31$-24,323
Net plan assets at end of year (total assets less liabilities)2012-12-31$409,246
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$433,569
Assets. Value of employer securities2012-12-31$409,246
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$4,984
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$433,569
Total plan assets at beginning of year2011-12-31$428,585
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$4,984
Net income (gross income less expenses)2011-12-31$4,984
Net plan assets at end of year (total assets less liabilities)2011-12-31$433,569
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$428,585
Assets. Value of employer securities2011-12-31$433,569
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$44,697
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$428,585
Total plan assets at beginning of year2010-12-31$383,888
Other income received2010-12-31$44,697
Net income (gross income less expenses)2010-12-31$44,697
Net plan assets at end of year (total assets less liabilities)2010-12-31$428,585
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$383,888
Assets. Value of employer securities2010-12-31$428,585

Form 5500 Responses for BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN

2019: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRUMLEY INVESTMENTS, INC., PROFIT SHARING 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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