BROOK & WHITTLE LIMITED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BROOKE & WHITTLE EMPLOYEE FUND AND TRUST
| Measure | Date | Value |
|---|
| 2014: BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| 2013: BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 0 |
| 2012: BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 0 |
| 2011: BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2014 : BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $4,500 |
| Total income from all sources | 2014-12-31 | $7,282 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $214,874 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $213,374 |
| Total plan assets at end of year | 2014-12-31 | $0 |
| Total plan assets at beginning of year | 2014-12-31 | $212,092 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,500 |
| Other income received | 2014-12-31 | $5,782 |
| Net income (gross income less expenses) | 2014-12-31 | $-207,592 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $207,592 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,500 |
| 2013 : BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $4,500 |
| Total plan liabilities at beginning of year | 2013-12-31 | $3,000 |
| Total income from all sources | 2013-12-31 | $12,978 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,500 |
| Total plan assets at end of year | 2013-12-31 | $212,092 |
| Total plan assets at beginning of year | 2013-12-31 | $199,114 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,500 |
| Other income received | 2013-12-31 | $11,478 |
| Net income (gross income less expenses) | 2013-12-31 | $11,478 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $207,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $196,114 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,500 |
| 2012 : BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $3,000 |
| Total plan liabilities at beginning of year | 2012-12-31 | $3,000 |
| Total income from all sources | 2012-12-31 | $196,114 |
| Total plan assets at end of year | 2012-12-31 | $199,114 |
| Total plan assets at beginning of year | 2012-12-31 | $3,000 |
| Other income received | 2012-12-31 | $196,114 |
| Net income (gross income less expenses) | 2012-12-31 | $196,114 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $196,114 |
| 2011 : BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $3,000 |
| Total income from all sources | 2011-12-31 | $3,000 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,000 |
| Total plan assets at end of year | 2011-12-31 | $3,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,000 |
| 2014: BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | This submission is the final filing | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: BROOKE & WHITTLE EMPLOYEE FUND AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 8205677 |
| Policy instance | 1 |
| Insurance contract or identification number | 8205677 | | Insurance policy start date | 2012-10-18 | | Insurance policy end date | 2013-10-18 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL PRAIRIE |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 8205677 |
| Policy instance | 1 |
| Insurance contract or identification number | 8205677 | | Insurance policy start date | 2012-10-18 | | Insurance policy end date | 2013-10-18 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL PRAIRIE |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 8205677 |
| Policy instance | 1 |
| Insurance contract or identification number | 8205677 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-10-18 | | Insurance policy end date | 2013-10-18 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | PETER MCDOWELL |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 8205677 |
| Policy instance | 1 |
| Insurance contract or identification number | 8205677 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-10-18 | | Insurance policy end date | 2012-10-18 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 8205677 |
| Policy instance | 1 |
| Insurance contract or identification number | 8205677 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-10-18 | | Insurance policy end date | 2011-10-18 | | Total amount of commissions paid to insurance broker | USD $5,346 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,673 | | Insurance broker organization code? | 3 | | Insurance broker name | PETER MCDOWELL |
|
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