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BROTHERS, INC 401(K) PLAN 401k Plan overview

Plan NameBROTHERS, INC 401(K) PLAN
Plan identification number 001

BROTHERS, INC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

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

Company Name:BROTHERS, INC.
Employer identification number (EIN):232169136
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROTHERS, INC 401(K) 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
0012019-01-01
0012018-01-01
0012017-01-01GAR T NOLAN
0012016-01-01GARY T NOLAN
0012015-01-01GARY T NOLAN
0012014-01-01GARY T NOLAN
0012013-01-01GARY T NOLAN
0012012-01-01GARY T NOLAN
0012011-01-01GARY T NOLAN
0012009-01-01GARY T NOLAN

Plan Statistics for BROTHERS, INC 401(K) PLAN

401k plan membership statisitcs for BROTHERS, INC 401(K) PLAN

Measure Date Value
2022: BROTHERS, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01165
Number of participants with account balances2022-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BROTHERS, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01246
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01202
Number of participants with account balances2021-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BROTHERS, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01241
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01244
Number of participants with account balances2020-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BROTHERS, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01238
Total number of active participants reported on line 7a of the Form 55002019-01-01147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01237
Number of participants with account balances2019-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BROTHERS, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01230
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01227
Number of participants with account balances2018-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BROTHERS, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-01160
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01222
Number of participants with account balances2017-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BROTHERS, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01193
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BROTHERS, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01175
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROTHERS, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01177
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01169
Number of participants with account balances2014-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BROTHERS, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01159
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01172
Number of participants with account balances2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BROTHERS, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01145
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BROTHERS, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01146
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BROTHERS, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01154
Total number of active participants reported on line 7a of the Form 55002009-01-0178
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01134
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BROTHERS, INC 401(K) PLAN

Measure Date Value
2022 : BROTHERS, INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,017,912
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$351,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$287,008
Expenses. Certain deemed distributions of participant loans2022-12-31$21,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$811,033
Value of total assets at end of year2022-12-31$9,780,108
Value of total assets at beginning of year2022-12-31$11,142,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,762
Total interest from all sources2022-12-31$7,054
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$150,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$150,194
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$515,919
Participant contributions at end of year2022-12-31$146,975
Participant contributions at beginning of year2022-12-31$213,701
Participant contributions at end of year2022-12-31$4,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$7,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,369,499
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,772,934
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,142,433
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
Investment advisory and management fees2022-12-31$19,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,768,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,286,060
Interest on participant loans2022-12-31$7,054
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$857,040
Value of interest in common/collective trusts at beginning of year2022-12-31$642,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,005,335
Net investment gain or loss from common/collective trusts2022-12-31$19,142
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$295,114
Employer contributions (assets) at end of year2022-12-31$3,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$287,008
Contract administrator fees2022-12-31$23,349
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 name2022-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2022-12-31223008776
2021 : BROTHERS, 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$2,235,742
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$636,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$592,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$740,501
Value of total assets at end of year2021-12-31$11,142,433
Value of total assets at beginning of year2021-12-31$9,543,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,727
Total interest from all sources2021-12-31$8,884
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$130,553
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$130,553
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$444,767
Participant contributions at end of year2021-12-31$213,701
Participant contributions at beginning of year2021-12-31$246,625
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$54,847
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$1,598,929
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,142,433
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,543,504
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$19,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,286,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,630,841
Interest on participant loans2021-12-31$8,884
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$642,672
Value of interest in common/collective trusts at beginning of year2021-12-31$666,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,342,526
Net investment gain or loss from common/collective trusts2021-12-31$13,278
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$240,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$592,086
Contract administrator fees2021-12-31$25,344
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 name2021-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2021-12-31223008776
2020 : BROTHERS, 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$1,834,272
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$457,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$364,886
Expenses. Certain deemed distributions of participant loans2020-12-31$49,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$618,700
Value of total assets at end of year2020-12-31$9,543,504
Value of total assets at beginning of year2020-12-31$8,166,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,216
Total interest from all sources2020-12-31$12,955
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$119,968
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$119,968
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$407,813
Participant contributions at end of year2020-12-31$246,625
Participant contributions at beginning of year2020-12-31$325,964
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$1,376,903
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,543,504
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,166,601
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$21,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,630,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,319,355
Interest on participant loans2020-12-31$12,955
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$666,038
Value of interest in common/collective trusts at beginning of year2020-12-31$521,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,069,225
Net investment gain or loss from common/collective trusts2020-12-31$13,424
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$210,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$364,886
Contract administrator fees2020-12-31$21,488
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 name2020-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2020-12-31223008776
2019 : BROTHERS, INC 401(K) PLAN 2019 401k financial data
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 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$2,107,865
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$166,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$736,744
Value of total assets at end of year2019-12-31$8,166,601
Value of total assets at beginning of year2019-12-31$6,225,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,232
Total interest from all sources2019-12-31$14,882
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$121,866
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$121,866
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$471,942
Participant contributions at end of year2019-12-31$325,964
Participant contributions at beginning of year2019-12-31$224,491
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$1,941,597
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,166,601
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,225,004
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,319,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,542,857
Interest on participant loans2019-12-31$14,882
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$521,282
Value of interest in common/collective trusts at beginning of year2019-12-31$457,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,220,118
Net investment gain or loss from common/collective trusts2019-12-31$14,255
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$264,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112,036
Contract administrator fees2019-12-31$24,087
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2019-12-31223008776
2018 : BROTHERS, 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$401,688
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$781,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$663,696
Expenses. Certain deemed distributions of participant loans2018-12-31$72,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$699,635
Value of total assets at end of year2018-12-31$6,225,004
Value of total assets at beginning of year2018-12-31$6,605,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,730
Total interest from all sources2018-12-31$8,100
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$106,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$106,927
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$435,586
Participant contributions at end of year2018-12-31$224,491
Participant contributions at beginning of year2018-12-31$253,683
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-380,208
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,225,004
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,605,212
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
Investment advisory and management fees2018-12-31$29,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,542,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,351,529
Interest on participant loans2018-12-31$8,100
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$457,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-422,316
Net investment gain or loss from common/collective trusts2018-12-31$9,342
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$256,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$663,696
Contract administrator fees2018-12-31$16,628
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 name2018-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2018-12-31223008776
2017 : BROTHERS, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,568,679
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$194,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$156,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$674,944
Value of total assets at end of year2017-12-31$6,605,212
Value of total assets at beginning of year2017-12-31$5,230,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,901
Total interest from all sources2017-12-31$7,775
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$95,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$95,959
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$423,799
Participant contributions at end of year2017-12-31$253,683
Participant contributions at beginning of year2017-12-31$310,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,374,272
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,605,212
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,230,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$24,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,351,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,663,466
Interest on participant loans2017-12-31$7,775
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$257,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$790,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$251,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$156,506
Contract administrator fees2017-12-31$13,692
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2017-12-31223008776
2016 : BROTHERS, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$938,291
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$544,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$513,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$509,349
Value of total assets at end of year2016-12-31$5,230,940
Value of total assets at beginning of year2016-12-31$4,837,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,490
Total interest from all sources2016-12-31$9,958
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$84,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$84,463
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$340,137
Participant contributions at end of year2016-12-31$310,364
Participant contributions at beginning of year2016-12-31$272,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$393,707
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,230,940
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,837,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,663,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,328,644
Interest on participant loans2016-12-31$9,251
Value of interest in common/collective trusts at end of year2016-12-31$257,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$235,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$235,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$332,003
Net investment gain or loss from common/collective trusts2016-12-31$2,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$169,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$513,094
Contract administrator fees2016-12-31$12,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2016-12-31223008776
2015 : BROTHERS, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$109,624
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$209,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$194,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$149,479
Value of total assets at end of year2015-12-31$4,837,233
Value of total assets at beginning of year2015-12-31$4,937,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,307
Total interest from all sources2015-12-31$8,189
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$59,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$59,782
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$149,479
Participant contributions at end of year2015-12-31$272,719
Participant contributions at beginning of year2015-12-31$262,697
Administrative expenses (other) incurred2015-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-99,809
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,837,233
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,937,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,328,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,428,014
Interest on participant loans2015-12-31$7,941
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$235,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$246,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$246,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-107,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$194,126
Contract administrator fees2015-12-31$4,733
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2015-12-31223008776
2014 : BROTHERS, INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$496,967
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$255,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$247,561
Value of total corrective distributions2014-12-31$5,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$204,511
Value of total assets at end of year2014-12-31$4,937,042
Value of total assets at beginning of year2014-12-31$4,695,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,252
Total interest from all sources2014-12-31$6,625
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$41,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$41,010
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$204,511
Participant contributions at end of year2014-12-31$262,697
Participant contributions at beginning of year2014-12-31$194,920
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$11,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$241,334
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,937,042
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,695,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,428,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,011,059
Interest on participant loans2014-12-31$6,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$246,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$478,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$478,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$244,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$247,561
Contract administrator fees2014-12-31$2,252
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2014-12-31223008776
2013 : BROTHERS, INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$861,287
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$267,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$260,870
Expenses. Certain deemed distributions of participant loans2013-12-31$1,877
Value of total corrective distributions2013-12-31$2,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$116,906
Value of total assets at end of year2013-12-31$4,695,708
Value of total assets at beginning of year2013-12-31$4,101,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,800
Total interest from all sources2013-12-31$6,245
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$26,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$26,323
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$410,180
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$116,906
Participant contributions at end of year2013-12-31$194,920
Participant contributions at beginning of year2013-12-31$196,231
Participant contributions at end of year2013-12-31$11,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$593,903
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,695,708
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,101,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,011,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,206,455
Interest on participant loans2013-12-31$5,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$478,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$699,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$699,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$711,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$260,870
Contract administrator fees2013-12-31$1,800
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2013-12-31223008776
2012 : BROTHERS, INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$529,685
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$110,495
Value of total assets at end of year2012-12-31$4,101,805
Value of total assets at beginning of year2012-12-31$3,591,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,400
Total interest from all sources2012-12-31$6,142
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$33,236
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$359,158
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$99,904
Participant contributions at end of year2012-12-31$196,231
Participant contributions at beginning of year2012-12-31$177,332
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$510,221
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,101,805
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,591,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,206,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,856,766
Interest on participant loans2012-12-31$5,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$699,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$557,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$557,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$379,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,064
Contract administrator fees2012-12-31$2,400
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HAEFELE FLANAGAN AND CO., P.C.
Accountancy firm EIN2012-12-31223008776
2011 : BROTHERS, INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$124,792
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$223,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$192,906
Expenses. Certain deemed distributions of participant loans2011-12-31$28,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$163,178
Value of total assets at end of year2011-12-31$3,591,584
Value of total assets at beginning of year2011-12-31$3,690,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,426
Total interest from all sources2011-12-31$7,263
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$30,057
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$101,270
Participant contributions at end of year2011-12-31$177,332
Participant contributions at beginning of year2011-12-31$226,143
Participant contributions at beginning of year2011-12-31$82,055
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-98,812
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,591,584
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,690,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,856,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,881,937
Interest on participant loans2011-12-31$7,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$557,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$479,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$479,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-75,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$58,917
Employer contributions (assets) at beginning of year2011-12-31$20,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$192,906
Contract administrator fees2011-12-31$2,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HAEFELE FLANAGAN AND CO., P.C.
Accountancy firm EIN2011-12-31223008776
2010 : BROTHERS, INC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$734,571
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$236,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$235,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$318,922
Value of total assets at end of year2010-12-31$3,690,396
Value of total assets at beginning of year2010-12-31$3,192,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,632
Total interest from all sources2010-12-31$10,387
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$24,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$24,654
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$206,166
Participant contributions at end of year2010-12-31$226,143
Participant contributions at beginning of year2010-12-31$259,516
Participant contributions at end of year2010-12-31$82,055
Participant contributions at beginning of year2010-12-31$72,140
Administrative expenses (other) incurred2010-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$497,897
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,690,396
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,192,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,881,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,335,705
Interest on participant loans2010-12-31$10,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$479,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$477,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$477,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$380,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$112,756
Employer contributions (assets) at end of year2010-12-31$20,883
Employer contributions (assets) at beginning of year2010-12-31$47,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$235,042
Contract administrator fees2010-12-31$1,625
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HAEFELE FLANAGAN & CO., P.C.
Accountancy firm EIN2010-12-31223008776
2009 : BROTHERS, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BROTHERS, INC 401(K) PLAN

2022: BROTHERS, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROTHERS, 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROTHERS, 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROTHERS, 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: BROTHERS, 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
2017: BROTHERS, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROTHERS, INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROTHERS, INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROTHERS, INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROTHERS, INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROTHERS, INC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROTHERS, INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BROTHERS, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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