| Plan Name | BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | JAMES C. BRUMLEY | |||
| 001 | 2016-01-01 | JAMES C. BRUMLEY | |||
| 001 | 2015-01-01 | JAMES C. BRUMLEY | |||
| 001 | 2014-01-01 | JAMES C. BRUMLEY | |||
| 001 | 2013-01-01 | JAMES C. BRUMLEY | |||
| 001 | 2012-01-01 | JAMES C. BRUMLEY | |||
| 001 | 2011-01-01 | JAMES C. BRUMLEY | |||
| 001 | 2009-01-01 | JIM BRUMLEY |
| Measure | Date | Value |
|---|---|---|
| 2019 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $-79,737 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $79,737 |
| Other income received | 2019-12-31 | $-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 securities | 2019-12-31 | $0 |
| 2018 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $-199,342 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $79,737 |
| Total plan assets at beginning of year | 2018-12-31 | $279,079 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $79,737 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $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 sources | 2017-12-31 | $-19,934 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $279,079 |
| Total plan assets at beginning of year | 2017-12-31 | $299,013 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $-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 securities | 2017-12-31 | $279,079 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $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 sources | 2016-12-31 | $245,153 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $299,013 |
| Total plan assets at beginning of year | 2016-12-31 | $53,860 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $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 securities | 2016-12-31 | $299,013 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $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 sources | 2015-12-31 | $24,290 |
| Total plan assets at end of year | 2015-12-31 | $53,860 |
| Total plan assets at beginning of year | 2015-12-31 | $29,570 |
| Other income received | 2015-12-31 | $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 securities | 2015-12-31 | $53,860 |
| 2014 : BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $-229,575 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $29,570 |
| Total plan assets at beginning of year | 2014-12-31 | $259,145 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-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 securities | 2014-12-31 | $29,570 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $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 sources | 2013-12-31 | $-150,101 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $259,145 |
| Total plan assets at beginning of year | 2013-12-31 | $409,246 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $-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 securities | 2013-12-31 | $259,145 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $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 sources | 2012-12-31 | $-24,323 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $409,246 |
| Total plan assets at beginning of year | 2012-12-31 | $433,569 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $-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 securities | 2012-12-31 | $409,246 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $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 sources | 2011-12-31 | $4,984 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $433,569 |
| Total plan assets at beginning of year | 2011-12-31 | $428,585 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $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 securities | 2011-12-31 | $433,569 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $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 sources | 2010-12-31 | $44,697 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $428,585 |
| Total plan assets at beginning of year | 2010-12-31 | $383,888 |
| Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $428,585 |
| 2019: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2019 form 5500 responses | ||
|---|---|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2017 form 5500 responses | ||
| 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: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 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 |
| 2015: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BRUMLEY INVESTMENTS, INC., PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BRUMLEY INVESTMENTS, INC., PROFIT SHARING 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 |