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BRITTEX FINANCIAL, INC. 401(K) PLAN 401k Plan overview

Plan NameBRITTEX FINANCIAL, INC. 401(K) PLAN
Plan identification number 001

BRITTEX FINANCIAL, INC. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRITTEX FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRITTEX FINANCIAL, INC.
Employer identification number (EIN):208121048
NAIC Classification:522298
NAIC Description:All Other Nondepository Credit Intermediation

Additional information about BRITTEX FINANCIAL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-12-28
Company Identification Number: 0800752447
Legal Registered Office Address: 2502 HARRY WURZBACH RD

SAN ANTONIO
United States of America (USA)
78209

More information about BRITTEX FINANCIAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRITTEX FINANCIAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CATHY GISH2023-05-26 CATHY GISH2023-05-26
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHY GISH2018-06-06
0012016-01-01CATHY GISH2017-07-25
0012015-01-01CATHY GISH2016-07-13
0012014-01-01CATHY GISH2015-08-07
0012013-01-01CATHY GISH2014-05-15
0012012-01-01LARRY NUCKOLS2013-06-07 CATHY GISH2013-06-07
0012011-01-01CATHY GISH2012-06-12 LARRY NUCKOLS2012-06-12

Plan Statistics for BRITTEX FINANCIAL, INC. 401(K) PLAN

401k plan membership statisitcs for BRITTEX FINANCIAL, INC. 401(K) PLAN

Measure Date Value
2021: BRITTEX FINANCIAL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01159
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0136
Number of participants with account balances2021-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: BRITTEX FINANCIAL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01132
Total number of active participants reported on line 7a of the Form 55002020-01-01146
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01155
Number of participants with account balances2020-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: BRITTEX FINANCIAL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01164
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01154
Number of participants with account balances2019-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRITTEX FINANCIAL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01151
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on BRITTEX FINANCIAL, INC. 401(K) PLAN

Measure Date Value
2021 : BRITTEX FINANCIAL, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$758,726
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,579,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,326,819
Expenses. Certain deemed distributions of participant loans2021-12-31$224,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$336,596
Value of total assets at end of year2021-12-31$1,875,725
Value of total assets at beginning of year2021-12-31$3,696,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,935
Total interest from all sources2021-12-31$11,167
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
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$195,369
Participant contributions at end of year2021-12-31$41,447
Participant contributions at beginning of year2021-12-31$258,817
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,821,112
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,875,725
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,696,837
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$19,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,808,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,326,343
Interest on participant loans2021-12-31$8,180
Value of interest in common/collective trusts at end of year2021-12-31$25,458
Value of interest in common/collective trusts at beginning of year2021-12-31$111,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$410,963
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$133,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,326,819
Contract administrator fees2021-12-31$9,513
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 name2021-12-31MICHAEL D. BURNETT, CPA
Accountancy firm EIN2021-12-31800320106
2020 : BRITTEX FINANCIAL, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$820,982
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$469,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$455,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$563,654
Value of total assets at end of year2020-12-31$3,696,837
Value of total assets at beginning of year2020-12-31$3,345,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,439
Total interest from all sources2020-12-31$15,981
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$334,161
Participant contributions at end of year2020-12-31$258,817
Participant contributions at beginning of year2020-12-31$242,582
Participant contributions at beginning of year2020-12-31$4,097
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,830
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$351,721
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,696,837
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,345,116
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
Investment advisory and management fees2020-12-31$10,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,326,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,719,409
Interest on participant loans2020-12-31$13,651
Value of interest in common/collective trusts at end of year2020-12-31$111,677
Value of interest in common/collective trusts at beginning of year2020-12-31$376,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$241,347
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$219,663
Employer contributions (assets) at beginning of year2020-12-31$2,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$455,822
Contract administrator fees2020-12-31$2,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MICHAEL D. BURNETT, CPA
Accountancy firm EIN2020-12-31800320106
2019 : BRITTEX FINANCIAL, INC. 401(K) 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$1,033,919
Total income from all sources (including contributions)2019-12-31$1,033,919
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$380,292
Total of all expenses incurred2019-12-31$380,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$362,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$362,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$469,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$469,788
Value of total assets at end of year2019-12-31$3,345,116
Value of total assets at end of year2019-12-31$3,345,116
Value of total assets at beginning of year2019-12-31$2,691,489
Value of total assets at beginning of year2019-12-31$2,691,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,887
Total interest from all sources2019-12-31$12,022
Total interest from all sources2019-12-31$12,022
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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$300,000
Value of fidelity bond cover2019-12-31$300,000
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$247,019
Contributions received from participants2019-12-31$247,019
Participant contributions at end of year2019-12-31$242,582
Participant contributions at end of year2019-12-31$242,582
Participant contributions at beginning of year2019-12-31$221,544
Participant contributions at beginning of year2019-12-31$221,544
Participant contributions at end of year2019-12-31$4,097
Participant contributions at end of year2019-12-31$4,097
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$653,627
Value of net income/loss2019-12-31$653,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,345,116
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,345,116
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,691,489
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,691,489
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$2,719,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,719,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,365,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,365,677
Interest on participant loans2019-12-31$12,022
Interest on participant loans2019-12-31$12,022
Value of interest in common/collective trusts at end of year2019-12-31$376,166
Value of interest in common/collective trusts at end of year2019-12-31$376,166
Value of interest in common/collective trusts at beginning of year2019-12-31$37,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$552,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$552,109
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Contributions received in cash from employer2019-12-31$222,769
Contributions received in cash from employer2019-12-31$222,769
Employer contributions (assets) at end of year2019-12-31$2,862
Employer contributions (assets) at end of year2019-12-31$2,862
Employer contributions (assets) at beginning of year2019-12-31$66,999
Employer contributions (assets) at beginning of year2019-12-31$66,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$362,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$362,405
Contract administrator fees2019-12-31$17,887
Contract administrator fees2019-12-31$17,887
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 name2019-12-31MICHAEL D. BURNETT, CPA
Accountancy firm name2019-12-31MICHAEL D. BURNETT, CPA
Accountancy firm EIN2019-12-31800320106
Accountancy firm EIN2019-12-31800320106
2018 : BRITTEX FINANCIAL, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$227,912
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$126,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$110,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$414,506
Value of total assets at end of year2018-12-31$2,691,489
Value of total assets at beginning of year2018-12-31$2,589,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,556
Total interest from all sources2018-12-31$11,915
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$202,797
Participant contributions at end of year2018-12-31$221,544
Participant contributions at beginning of year2018-12-31$252,720
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$101,501
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,691,489
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,589,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,365,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,305,041
Interest on participant loans2018-12-31$11,915
Value of interest in common/collective trusts at end of year2018-12-31$37,269
Value of interest in common/collective trusts at beginning of year2018-12-31$21,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-198,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$211,709
Employer contributions (assets) at end of year2018-12-31$66,999
Employer contributions (assets) at beginning of year2018-12-31$7,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$110,855
Contract administrator fees2018-12-31$15,556
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MICHAEL D. BURNETT, CPA
Accountancy firm EIN2018-12-31800320106

Form 5500 Responses for BRITTEX FINANCIAL, INC. 401(K) PLAN

2021: BRITTEX FINANCIAL, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: BRITTEX FINANCIAL, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: BRITTEX FINANCIAL, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRITTEX FINANCIAL, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP=LY9D
Policy instance 1
Insurance contract or identification numberGAP-CP=LY9D
Number of Individuals Covered20
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $295
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $295
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP=LY9D
Policy instance 1
Insurance contract or identification numberGAP-CP=LY9D
Number of Individuals Covered146
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $260
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $260
Insurance broker organization code?3

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