?>
Logo

BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN
Plan identification number 001

BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BROOK & WHITTLE LIMITED has sponsored the creation of one or more 401k plans.

Company Name:BROOK & WHITTLE LIMITED
Employer identification number (EIN):061452909
NAIC Classification:323100

Additional information about BROOK & WHITTLE LIMITED

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4649895

More information about BROOK & WHITTLE LIMITED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING 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
0012020-01-01
0012019-04-01
0012018-04-01
0012017-04-01SCOTT WILLEY
0012016-04-01GLENN WEBER
0012016-04-01
0012015-04-01SCOTT MURCHISON
0012014-04-01ROBERT LOBBAN
0012013-04-01ROBERT LOBBAN
0012012-04-01CARL FAZIO
0012011-04-01TOM EGAN

Plan Statistics for BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,183
Total number of active participants reported on line 7a of the Form 55002022-01-011,659
Number of retired or separated participants receiving benefits2022-01-0167
Number of other retired or separated participants entitled to future benefits2022-01-01231
Total of all active and inactive participants2022-01-011,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,957
Number of participants with account balances2022-01-011,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01161
2021: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,001
Total number of active participants reported on line 7a of the Form 55002021-01-01963
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01220
Total of all active and inactive participants2021-01-011,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,183
Number of participants with account balances2021-01-011,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01121
2020: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01346
Total number of active participants reported on line 7a of the Form 55002020-01-01777
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01843
Number of participants with account balances2020-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0145
2019: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01311
Total number of active participants reported on line 7a of the Form 55002019-04-01299
Number of retired or separated participants receiving benefits2019-04-014
Number of other retired or separated participants entitled to future benefits2019-04-0143
Total of all active and inactive participants2019-04-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01346
Number of participants with account balances2019-04-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01297
Total number of active participants reported on line 7a of the Form 55002018-04-01256
Number of retired or separated participants receiving benefits2018-04-016
Number of other retired or separated participants entitled to future benefits2018-04-0149
Total of all active and inactive participants2018-04-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01311
Number of participants with account balances2018-04-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01305
Total number of active participants reported on line 7a of the Form 55002017-04-01243
Number of retired or separated participants receiving benefits2017-04-014
Number of other retired or separated participants entitled to future benefits2017-04-0150
Total of all active and inactive participants2017-04-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01297
Number of participants with account balances2017-04-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01287
Total number of active participants reported on line 7a of the Form 55002016-04-01242
Number of retired or separated participants receiving benefits2016-04-0110
Number of other retired or separated participants entitled to future benefits2016-04-0154
Total of all active and inactive participants2016-04-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01306
Number of participants with account balances2016-04-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-012
2015: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01307
Total number of active participants reported on line 7a of the Form 55002015-04-01209
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0178
Total of all active and inactive participants2015-04-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01287
Number of participants with account balances2015-04-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01342
Total number of active participants reported on line 7a of the Form 55002014-04-01199
Number of retired or separated participants receiving benefits2014-04-0135
Number of other retired or separated participants entitled to future benefits2014-04-0198
Total of all active and inactive participants2014-04-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-011
Total participants2014-04-01333
Number of participants with account balances2014-04-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01272
Total number of active participants reported on line 7a of the Form 55002013-04-01199
Number of retired or separated participants receiving benefits2013-04-0117
Number of other retired or separated participants entitled to future benefits2013-04-01119
Total of all active and inactive participants2013-04-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-011
Total participants2013-04-01336
Number of participants with account balances2013-04-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-014
2012: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01236
Total number of active participants reported on line 7a of the Form 55002012-04-01179
Number of retired or separated participants receiving benefits2012-04-014
Number of other retired or separated participants entitled to future benefits2012-04-0184
Total of all active and inactive participants2012-04-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-011
Total participants2012-04-01268
Number of participants with account balances2012-04-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-019
2011: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01188
Total number of active participants reported on line 7a of the Form 55002011-04-01180
Number of retired or separated participants receiving benefits2011-04-013
Number of other retired or separated participants entitled to future benefits2011-04-0149
Total of all active and inactive participants2011-04-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-01233
Number of participants with account balances2011-04-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-018

Financial Data on BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$20,524,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-291,026
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,452,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,111,974
Value of total corrective distributions2022-12-31$59,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,723,396
Value of total assets at end of year2022-12-31$55,462,359
Value of total assets at beginning of year2022-12-31$38,681,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$280,735
Total interest from all sources2022-12-31$61,138
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$144,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,002,787
Participant contributions at end of year2022-12-31$1,587,004
Participant contributions at beginning of year2022-12-31$643,565
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$88,348
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$568,678
Administrative expenses (other) incurred2022-12-31$280,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,743,691
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,462,359
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,681,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,836,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,472,749
Interest on participant loans2022-12-31$61,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,038,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$444,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,219,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,151,931
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$32,300
Income. Dividends from common stock2022-12-31$144,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,111,974
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$4,043,946
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,160,225
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,875,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,425,269
Expenses. Certain deemed distributions of participant loans2021-12-31$1,681
Value of total corrective distributions2021-12-31$130,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,454,396
Value of total assets at end of year2021-12-31$38,681,818
Value of total assets at beginning of year2021-12-31$31,353,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$318,741
Total interest from all sources2021-12-31$30,972
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,124,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,124,925
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,732,266
Participant contributions at end of year2021-12-31$88,348
Participant contributions at beginning of year2021-12-31$60,213
Assets. Other investments not covered elsewhere at end of year2021-12-31$444,856
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$362,100
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$852,001
Assets. Loans (other than to participants) at end of year2021-12-31$643,565
Assets. Loans (other than to participants) at beginning of year2021-12-31$568,054
Administrative expenses (other) incurred2021-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,284,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,681,818
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,353,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$274,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,472,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,345,284
Interest on participant loans2021-12-31$30,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,549,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$870,129
Employer contributions (assets) at end of year2021-12-31$32,300
Employer contributions (assets) at beginning of year2021-12-31$17,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,425,269
Contract administrator fees2021-12-31$44,341
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$19,120,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,284,955
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,920,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,756,439
Expenses. Certain deemed distributions of participant loans2020-12-31$30,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,766,593
Value of total assets at end of year2020-12-31$31,544,269
Value of total assets at beginning of year2020-12-31$8,058,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$132,676
Total interest from all sources2020-12-31$-3,733
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,107,369
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,982,558
Participant contributions at end of year2020-12-31$225,457
Participant contributions at beginning of year2020-12-31$16
Assets. Other investments not covered elsewhere at end of year2020-12-31$362,100
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$283,880
Assets. Loans (other than to participants) at end of year2020-12-31$568,054
Assets. Loans (other than to participants) at beginning of year2020-12-31$104,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,364,870
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,544,269
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,058,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,707,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,827,798
Interest on participant loans2020-12-31$29,519
Interest earned on other investments2020-12-31$-33,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$126,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$126,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,522,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$500,155
Employer contributions (assets) at end of year2020-12-31$43,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,756,439
Contract administrator fees2020-12-31$132,676
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,186,930
Total income from all sources (including contributions)2019-12-31$1,186,930
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$196,435
Total of all expenses incurred2019-12-31$196,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$173,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$173,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$438,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$438,733
Value of total assets at end of year2019-12-31$8,058,704
Value of total assets at end of year2019-12-31$8,058,704
Value of total assets at beginning of year2019-12-31$7,068,209
Value of total assets at beginning of year2019-12-31$7,068,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,383
Total interest from all sources2019-12-31$1,993
Total interest from all sources2019-12-31$1,993
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$102,980
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$102,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$102,980
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$102,980
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$428,412
Contributions received from participants2019-12-31$428,412
Participant contributions at end of year2019-12-31$16
Participant contributions at end of year2019-12-31$16
Participant contributions at beginning of year2019-12-31$65,197
Participant contributions at beginning of year2019-12-31$65,197
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,321
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,321
Assets. Loans (other than to participants) at end of year2019-12-31$104,483
Assets. Loans (other than to participants) at end of year2019-12-31$104,483
Assets. Loans (other than to participants) at beginning of year2019-12-31$62,427
Assets. Loans (other than to participants) at beginning of year2019-12-31$62,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$990,495
Value of net income/loss2019-12-31$990,495
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,058,704
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,058,704
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,068,209
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,068,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,827,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,827,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,819,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,819,952
Income. Interest from loans (other than to participants)2019-12-31$1,993
Income. Interest from loans (other than to participants)2019-12-31$1,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$126,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$126,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$120,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$120,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$120,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$120,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$643,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$643,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$173,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$173,052
Contract administrator fees2019-12-31$23,383
Contract administrator fees2019-12-31$23,383
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$707,173
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$207,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$190,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$423,541
Value of total assets at end of year2019-03-31$7,068,209
Value of total assets at beginning of year2019-03-31$6,568,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$17,719
Total interest from all sources2019-03-31$2,454
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$113,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$113,444
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$423,541
Participant contributions at end of year2019-03-31$65,197
Participant contributions at beginning of year2019-03-31$16,114
Assets. Loans (other than to participants) at end of year2019-03-31$62,427
Assets. Loans (other than to participants) at beginning of year2019-03-31$57,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$499,404
Value of net assets at end of year (total assets less liabilities)2019-03-31$7,068,209
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$6,568,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$6,819,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$6,421,486
Interest on participant loans2019-03-31$2,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$120,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$73,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$73,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$167,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31Yes
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$190,050
Contract administrator fees2019-03-31$17,719
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31RSM US LLP
Accountancy firm EIN2019-03-31420714325
2018 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$1,243,603
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$214,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$211,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$525,209
Value of total assets at end of year2018-03-31$6,568,805
Value of total assets at beginning of year2018-03-31$5,539,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$2,712
Total interest from all sources2018-03-31$1,152
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$129,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$129,285
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$509,160
Participant contributions at end of year2018-03-31$16,114
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$16,049
Assets. Loans (other than to participants) at end of year2018-03-31$57,677
Assets. Loans (other than to participants) at beginning of year2018-03-31$26,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$1,029,344
Value of net assets at end of year (total assets less liabilities)2018-03-31$6,568,805
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$5,539,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$6,421,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$5,410,522
Interest on participant loans2018-03-31$1,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$73,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$102,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$102,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$587,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31Yes
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$211,547
Contract administrator fees2018-03-31$2,712
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31RSM US LLP
Accountancy firm EIN2018-03-31420714325
2017 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$762
Total income from all sources (including contributions)2017-03-31$910,828
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$417,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$413,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$269,523
Value of total assets at end of year2017-03-31$5,539,461
Value of total assets at beginning of year2017-03-31$5,046,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$3,560
Total interest from all sources2017-03-31$1,412
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$234,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$234,473
Administrative expenses professional fees incurred2017-03-31$3,560
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$269,523
Assets. Loans (other than to participants) at end of year2017-03-31$26,126
Assets. Loans (other than to participants) at beginning of year2017-03-31$33,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$493,770
Value of net assets at end of year (total assets less liabilities)2017-03-31$5,539,461
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$5,045,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$5,410,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$4,918,643
Interest on participant loans2017-03-31$1,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$102,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$94,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$94,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$405,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31Yes
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$413,498
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31RSM US LLP
Accountancy firm EIN2017-03-31420714325
2016 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$31
Total income from all sources (including contributions)2016-03-31$210,012
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$216,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$207,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$263,485
Value of total assets at end of year2016-03-31$5,046,453
Value of total assets at beginning of year2016-03-31$5,051,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$8,297
Total interest from all sources2016-03-31$756
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$253,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$253,803
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$263,485
Assets. Loans (other than to participants) at end of year2016-03-31$33,256
Assets. Loans (other than to participants) at beginning of year2016-03-31$17,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-6,109
Value of net assets at end of year (total assets less liabilities)2016-03-31$5,045,691
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$5,051,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$4,918,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$4,926,432
Interest on participant loans2016-03-31$756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$94,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$107,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$107,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-308,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31Yes
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$207,824
Contract administrator fees2016-03-31$8,297
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31RSM US LLP
Accountancy firm EIN2016-03-31420714325
2015 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$31
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$608,950
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$532,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$529,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$278,452
Value of total assets at end of year2015-03-31$5,051,831
Value of total assets at beginning of year2015-03-31$4,975,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$3,610
Total interest from all sources2015-03-31$566
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$258,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$258,644
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$265,473
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$12,979
Assets. Loans (other than to participants) at end of year2015-03-31$17,763
Assets. Loans (other than to participants) at beginning of year2015-03-31$4,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$76,241
Value of net assets at end of year (total assets less liabilities)2015-03-31$5,051,800
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$4,975,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$4,926,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$4,774,401
Interest on participant loans2015-03-31$566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$107,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$133,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$133,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$71,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$0
Employer contributions (assets) at beginning of year2015-03-31$63,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$529,099
Contract administrator fees2015-03-31$3,610
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31RSM US LLP
Accountancy firm EIN2015-03-31420714325
2014 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$943,536
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$444,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$440,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$292,113
Value of total assets at end of year2014-03-31$4,975,559
Value of total assets at beginning of year2014-03-31$4,476,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$3,722
Total interest from all sources2014-03-31$269
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$163,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$163,734
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$228,420
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$305
Assets. Loans (other than to participants) at end of year2014-03-31$4,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$498,866
Value of net assets at end of year (total assets less liabilities)2014-03-31$4,975,559
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$4,476,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$4,774,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$4,036,572
Income. Interest from loans (other than to participants)2014-03-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$133,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$162,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$162,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$487,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$63,388
Employer contributions (assets) at end of year2014-03-31$63,388
Employer contributions (assets) at beginning of year2014-03-31$277,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$440,948
Contract administrator fees2014-03-31$3,722
Did the plan have assets held for investment2014-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31MCGLADREY, LLP
Accountancy firm EIN2014-03-31420714325
2013 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$996,119
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$22,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$21,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$594,525
Value of total assets at end of year2013-03-31$4,476,693
Value of total assets at beginning of year2013-03-31$3,503,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$785
Total interest from all sources2013-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$79,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$79,522
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$258,388
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$58,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$973,515
Value of net assets at end of year (total assets less liabilities)2013-03-31$4,476,693
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$3,503,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$4,036,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$3,104,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$162,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$164,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$164,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$322,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$277,478
Employer contributions (assets) at end of year2013-03-31$277,478
Employer contributions (assets) at beginning of year2013-03-31$234,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$21,819
Contract administrator fees2013-03-31$785
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31CROWE HORWARTH, LLP
Accountancy firm EIN2013-03-31350921680
2012 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$574,532
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$117,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$117,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$458,654
Value of total assets at end of year2012-03-31$3,503,178
Value of total assets at beginning of year2012-03-31$3,046,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$0
Total interest from all sources2012-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$68,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$68,609
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$224,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$457,127
Value of net assets at end of year (total assets less liabilities)2012-03-31$3,503,178
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$3,046,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$3,104,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$2,671,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$164,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$176,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$176,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$47,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$234,601
Employer contributions (assets) at end of year2012-03-31$234,601
Employer contributions (assets) at beginning of year2012-03-31$198,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$117,405
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31CROWE HORWARTH LLP
Accountancy firm EIN2012-03-31350921680
2011 : BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$737,313
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$45,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$45,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$471,834
Value of total assets at end of year2011-03-31$3,046,051
Value of total assets at beginning of year2011-03-31$2,354,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$0
Total interest from all sources2011-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$59,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$59,522
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$179,234
Participant contributions at beginning of year2011-03-31$7,219
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$94,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$691,756
Value of net assets at end of year (total assets less liabilities)2011-03-31$3,046,051
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$2,354,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$2,671,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$1,997,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$176,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$174,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$174,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$205,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$198,269
Employer contributions (assets) at end of year2011-03-31$198,269
Employer contributions (assets) at beginning of year2011-03-31$175,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$45,557
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31CROWE HORWARTH LLP
Accountancy firm EIN2011-03-31350921680

Form 5500 Responses for BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN

2022: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedYes
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedYes
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63241-1
Policy instance 1
Insurance contract or identification numberMR 63241-1
Number of Individuals Covered1743
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number782108
Policy instance 2
Insurance contract or identification number782108
Number of Individuals Covered42
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63241 - 1
Policy instance 1
Insurance contract or identification numberMR 63241 - 1
Number of Individuals Covered1010
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63241 - 1
Policy instance 1
Insurance contract or identification numberMR 63241 - 1
Number of Individuals Covered672
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3