401k Plan data: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN plan

BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan Name	BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN
Plan identification number	001

BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BROOKS INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: BROOKS INVESTMENT COMPANY

Employer identification number (EIN): 205119369

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Additional information about BROOKS INVESTMENT COMPANY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 2006-06-14

Company Identification Number: 329446

Legal Registered Office Address: % T&B SERVICES
5361 250TH AVE
ALBERT CITY
United States of America (USA)
50510

More information about BROOKS INVESTMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LESLIE PETRI
001 2016-01-01 LESLIE PETRI
001 2015-01-01 LESLIE PETRI
001 2014-01-01 LESLIE PETRI
001 2013-01-01 LESLIE PETRI
001 2012-01-01 LESLIE PETRI
001 2011-01-01 LESLIE PETRI

Plan Statistics for BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 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
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 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
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 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 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 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
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 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
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 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	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN

Measure	Date	Value
2022 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-29,141
Expenses. Total of all expenses incurred	2022-12-31	$38
Total plan assets at end of year	2022-12-31	$255,895
Total plan assets at beginning of year	2022-12-31	$285,074
Value of fidelity bond covering the plan	2022-12-31	$40,000
Other income received	2022-12-31	$-29,141
Net income (gross income less expenses)	2022-12-31	$-29,179
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$255,895
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$285,074
Assets. Value of employer securities	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$38
2021 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-6,420
Expenses. Total of all expenses incurred	2021-12-31	$7
Total plan assets at end of year	2021-12-31	$285,074
Total plan assets at beginning of year	2021-12-31	$291,501
Value of fidelity bond covering the plan	2021-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$7
Other income received	2021-12-31	$-6,420
Net income (gross income less expenses)	2021-12-31	$-6,427
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$285,074
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$291,501
Assets. Value of employer securities	2021-12-31	$271,441
2020 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-574
Expenses. Total of all expenses incurred	2020-12-31	$2
Total plan assets at end of year	2020-12-31	$291,501
Total plan assets at beginning of year	2020-12-31	$292,077
Value of fidelity bond covering the plan	2020-12-31	$40,000
Other income received	2020-12-31	$-974
Net income (gross income less expenses)	2020-12-31	$-576
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$291,501
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$292,077
Assets. Value of employer securities	2020-12-31	$278,892
Total contributions received or receivable from employer(s)	2020-12-31	$400
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2
2019 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$983
Expenses. Total of all expenses incurred	2019-12-31	$3
Total plan assets at end of year	2019-12-31	$292,077
Total plan assets at beginning of year	2019-12-31	$291,097
Value of fidelity bond covering the plan	2019-12-31	$40,000
Other income received	2019-12-31	$383
Net income (gross income less expenses)	2019-12-31	$980
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$292,077
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$291,097
Assets. Value of employer securities	2019-12-31	$280,344
Total contributions received or receivable from employer(s)	2019-12-31	$600
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3
2018 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$2,121
Expenses. Total of all expenses incurred	2018-12-31	$2
Total plan assets at end of year	2018-12-31	$291,097
Total plan assets at beginning of year	2018-12-31	$288,978
Value of fidelity bond covering the plan	2018-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$2
Other income received	2018-12-31	$2,121
Net income (gross income less expenses)	2018-12-31	$2,119
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$291,097
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$288,978
Assets. Value of employer securities	2018-12-31	$280,485
2017 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-3,041
Expenses. Total of all expenses incurred	2017-12-31	$2
Total plan assets at end of year	2017-12-31	$288,978
Total plan assets at beginning of year	2017-12-31	$292,021
Value of fidelity bond covering the plan	2017-12-31	$40,000
Other income received	2017-12-31	$-3,041
Net income (gross income less expenses)	2017-12-31	$-3,043
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$288,978
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$292,021
Assets. Value of employer securities	2017-12-31	$278,185
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2
2016 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$179
Expenses. Total of all expenses incurred	2016-12-31	$2
Total plan assets at end of year	2016-12-31	$292,021
Total plan assets at beginning of year	2016-12-31	$291,844
Value of fidelity bond covering the plan	2016-12-31	$40,000
Other income received	2016-12-31	$179
Net income (gross income less expenses)	2016-12-31	$177
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$292,021
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$291,844
Assets. Value of employer securities	2016-12-31	$281,580
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2
2015 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-26,149
Expenses. Total of all expenses incurred	2015-12-31	$2
Total plan assets at end of year	2015-12-31	$291,844
Total plan assets at beginning of year	2015-12-31	$317,995
Value of fidelity bond covering the plan	2015-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$2
Other income received	2015-12-31	$-26,749
Net income (gross income less expenses)	2015-12-31	$-26,151
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$291,844
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$317,995
Assets. Value of employer securities	2015-12-31	$281,580
Total contributions received or receivable from employer(s)	2015-12-31	$600
2014 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-11,755
Expenses. Total of all expenses incurred	2014-12-31	$4
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$317,995
Total plan assets at beginning of year	2014-12-31	$329,754
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-11,755
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-11,759
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$317,995
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$329,754
Assets. Value of employer securities	2014-12-31	$308,272
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4
2013 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,800
Expenses. Total of all expenses incurred	2013-12-31	$10
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$329,754
Total plan assets at beginning of year	2013-12-31	$327,964
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,800
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,790
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$329,754
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$327,964
Assets. Value of employer securities	2013-12-31	$32,034
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10
2012 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-8,406
Expenses. Total of all expenses incurred	2012-12-31	$56
Total plan assets at end of year	2012-12-31	$327,964
Total plan assets at beginning of year	2012-12-31	$336,426
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$-9,006
Net income (gross income less expenses)	2012-12-31	$-8,462
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$327,964
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$336,426
Assets. Value of employer securities	2012-12-31	$318,261
Total contributions received or receivable from employer(s)	2012-12-31	$600
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$56
2011 : BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-4,901
Expenses. Total of all expenses incurred	2011-12-31	$360
Total plan assets at end of year	2011-12-31	$336,426
Total plan assets at beginning of year	2011-12-31	$341,687
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$-5,501
Net income (gross income less expenses)	2011-12-31	$-5,261
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$336,426
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$341,687
Assets. Value of employer securities	2011-12-31	$327,287
Total contributions received or receivable from employer(s)	2011-12-31	$600
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$360

Form 5500 Responses for BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN

2022: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BROOKS INVESTMENT COMPANY PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	334
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	288
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	257
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $83
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	254
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $786
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	236
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $556
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	229
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $369
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC.

Potentially related plans

BROOKS INVESTMENTS, INC. SAVINGS PLAN AND TRUST [EIN = 581660764]

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Company Name:	BROOKS INVESTMENT COMPANY
Employer identification number (EIN):	205119369
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	2006-06-14
Company Identification Number:	329446
Legal Registered Office Address:	% T&B SERVICES 5361 250TH AVE ALBERT CITY United States of America (USA) 50510