401k Plan data: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST plan

IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 401k Plan overview

Plan Name	IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST
Plan identification number	002

IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

IRWIN BROH & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name: IRWIN BROH & ASSOCIATES INC.

Employer identification number (EIN): 362728376

NAIC Classification: 541910
NAIC Description: Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MELISSA DE LUCA 2023-10-16 MELISSA DE LUCA 2023-10-16
002 2021-01-01 MELISSA DE LUCA 2022-12-12 MELISSA DE LUCA 2022-12-12
002 2020-01-01 DAVID WAITZ 2021-10-12
002 2020-01-01 DAVID WAITZ 2021-12-16 DAVID WAITZ 2021-12-16
002 2019-01-01 DAVID WAITZ 2020-10-09
002 2019-01-01 DAVID WAITZ 2021-02-24 DAVID WAITZ 2021-02-24
002 2018-01-01 DAVID WAITZ 2019-09-03 DAVID WAITZ 2019-09-03
002 2017-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 DAVID WAITZ
002 2012-01-01 DAVID WAITZ
002 2011-01-01 DAVID WAITZ
002 2010-01-01 DAVID WAITZ
002 2009-01-01 RANDY SHRAKE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MELISSA DE LUCA	2023-10-16	MELISSA DE LUCA	2023-10-16
002	2021-01-01	MELISSA DE LUCA	2022-12-12	MELISSA DE LUCA	2022-12-12
002	2020-01-01	DAVID WAITZ	2021-10-12
002	2020-01-01	DAVID WAITZ	2021-12-16	DAVID WAITZ	2021-12-16
002	2019-01-01	DAVID WAITZ	2020-10-09
002	2019-01-01	DAVID WAITZ	2021-02-24	DAVID WAITZ	2021-02-24
002	2018-01-01	DAVID WAITZ	2019-09-03	DAVID WAITZ	2019-09-03
002	2017-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	DAVID WAITZ
002	2012-01-01	DAVID WAITZ
002	2011-01-01	DAVID WAITZ
002	2010-01-01	DAVID WAITZ
002	2009-01-01	RANDY SHRAKE

Plan Statistics for IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST

401k plan membership statisitcs for IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST

Measure Date Value
2022: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 23
Number of participants with account balances 2022-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 12
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 25
Number of participants with account balances 2021-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of retired or separated participants receiving benefits 2020-01-01 13
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 29
Number of participants with account balances 2020-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 30
Number of participants with account balances 2019-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 10
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 30
Number of participants with account balances 2018-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 31
Number of participants with account balances 2017-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 29
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 36
Number of participants with account balances 2014-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 40
Number of participants with account balances 2012-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 42
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 30
Number of retired or separated participants receiving benefits 2010-01-01 9
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 41
Number of participants with account balances 2010-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
Number of retired or separated participants receiving benefits 2009-01-01 10
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 44
Number of participants with account balances 2009-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	23
Number of participants with account balances	2022-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	12
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	25
Number of participants with account balances	2021-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of retired or separated participants receiving benefits	2020-01-01	13
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	29
Number of participants with account balances	2020-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	30
Number of participants with account balances	2019-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	10
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	30
Number of participants with account balances	2018-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	31
Number of participants with account balances	2017-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	29
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	36
Number of participants with account balances	2014-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	40
Number of participants with account balances	2012-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	42
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	30
Number of retired or separated participants receiving benefits	2010-01-01	9
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	41
Number of participants with account balances	2010-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
Number of retired or separated participants receiving benefits	2009-01-01	10
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	44
Number of participants with account balances	2009-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST

Measure	Date	Value
2022 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$331,719
Expenses. Total of all expenses incurred	2022-12-31	$159,311
Benefits paid (including direct rollovers)	2022-12-31	$159,311
Total plan assets at end of year	2022-12-31	$1,171,088
Total plan assets at beginning of year	2022-12-31	$998,680
Value of fidelity bond covering the plan	2022-12-31	$375,000
Other income received	2022-12-31	$291,719
Net income (gross income less expenses)	2022-12-31	$172,408
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,171,088
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$998,680
Assets. Value of employer securities	2022-12-31	$1,131,088
Total contributions received or receivable from employer(s)	2022-12-31	$40,000
2021 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$40,000
Expenses. Total of all expenses incurred	2021-12-31	$267,119
Benefits paid (including direct rollovers)	2021-12-31	$267,119
Total plan assets at end of year	2021-12-31	$1,517,309
Total plan assets at beginning of year	2021-12-31	$1,744,428
Value of fidelity bond covering the plan	2021-12-31	$375,000
Other income received	2021-12-31	$-518,629
Net income (gross income less expenses)	2021-12-31	$-227,119
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,517,309
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,744,428
Assets. Value of employer securities	2021-12-31	$1,477,309
Total contributions received or receivable from employer(s)	2021-12-31	$40,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$267,119
2020 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$-530,317
Expenses. Total of all expenses incurred	2020-12-31	$198,344
Benefits paid (including direct rollovers)	2020-12-31	$198,344
Total plan assets at end of year	2020-12-31	$987,072
Total plan assets at beginning of year	2020-12-31	$1,715,733
Value of fidelity bond covering the plan	2020-12-31	$375,000
Other income received	2020-12-31	$-530,317
Net income (gross income less expenses)	2020-12-31	$-728,661
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$987,072
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,715,733
Assets. Value of employer securities	2020-12-31	$987,072
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$198,344
2019 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$0
Expenses. Total of all expenses incurred	2019-12-31	$78,763
Benefits paid (including direct rollovers)	2019-12-31	$78,763
Total plan assets at end of year	2019-12-31	$953,680
Total plan assets at beginning of year	2019-12-31	$1,032,443
Value of fidelity bond covering the plan	2019-12-31	$375,000
Other income received	2019-12-31	$762,053
Net income (gross income less expenses)	2019-12-31	$-78,763
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$953,680
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,032,443
Assets. Value of employer securities	2019-12-31	$953,680
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$78,763
2018 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-398,483
Expenses. Total of all expenses incurred	2018-12-31	$74,419
Benefits paid (including direct rollovers)	2018-12-31	$74,419
Total plan assets at end of year	2018-12-31	$1,032,443
Total plan assets at beginning of year	2018-12-31	$1,505,345
Value of fidelity bond covering the plan	2018-12-31	$375,000
Other income received	2018-12-31	$-398,483
Net income (gross income less expenses)	2018-12-31	$-472,902
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,032,443
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,505,345
Assets. Value of employer securities	2018-12-31	$1,032,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$74,419
2017 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$-422,174
Expenses. Total of all expenses incurred	2017-12-31	$62,236
Benefits paid (including direct rollovers)	2017-12-31	$62,236
Total plan assets at end of year	2017-12-31	$1,505,345
Total plan assets at beginning of year	2017-12-31	$1,989,755
Value of fidelity bond covering the plan	2017-12-31	$375,000
Other income received	2017-12-31	$-463,174
Net income (gross income less expenses)	2017-12-31	$-484,410
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,505,345
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,989,755
Assets. Value of employer securities	2017-12-31	$1,464,345
Total contributions received or receivable from employer(s)	2017-12-31	$41,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$62,236
2016 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-366,400
Expenses. Total of all expenses incurred	2016-12-31	$78,880
Benefits paid (including direct rollovers)	2016-12-31	$78,880
Total plan assets at end of year	2016-12-31	$1,989,755
Total plan assets at beginning of year	2016-12-31	$2,435,035
Value of fidelity bond covering the plan	2016-12-31	$375,000
Other income received	2016-12-31	$-366,400
Net income (gross income less expenses)	2016-12-31	$-445,280
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,989,755
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,435,035
Assets. Value of employer securities	2016-12-31	$1,989,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$78,880
2015 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-273,481
Expenses. Total of all expenses incurred	2015-12-31	$533,408
Benefits paid (including direct rollovers)	2015-12-31	$533,408
Total plan assets at end of year	2015-12-31	$2,435,035
Total plan assets at beginning of year	2015-12-31	$3,241,924
Value of fidelity bond covering the plan	2015-12-31	$375,000
Other income received	2015-12-31	$-273,481
Net income (gross income less expenses)	2015-12-31	$-806,889
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,435,035
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,241,924
Assets. Value of employer securities	2015-12-31	$2,435,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$533,408
2014 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$-71,226
Expenses. Total of all expenses incurred	2014-12-31	$105,907
Benefits paid (including direct rollovers)	2014-12-31	$105,907
Total plan assets at end of year	2014-12-31	$3,241,924
Total plan assets at beginning of year	2014-12-31	$3,419,057
Value of fidelity bond covering the plan	2014-12-31	$375,000
Other income received	2014-12-31	$-159,226
Net income (gross income less expenses)	2014-12-31	$-177,133
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,241,924
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,419,057
Assets. Value of employer securities	2014-12-31	$3,241,924
Total contributions received or receivable from employer(s)	2014-12-31	$88,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$105,907
2013 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$699,202
Expenses. Total of all expenses incurred	2013-12-31	$60,998
Benefits paid (including direct rollovers)	2013-12-31	$60,998
Total plan assets at end of year	2013-12-31	$3,419,057
Total plan assets at beginning of year	2013-12-31	$2,780,853
Value of fidelity bond covering the plan	2013-12-31	$375,000
Other income received	2013-12-31	$594,202
Net income (gross income less expenses)	2013-12-31	$638,204
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,419,057
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,780,853
Assets. Value of employer securities	2013-12-31	$3,419,057
Total contributions received or receivable from employer(s)	2013-12-31	$105,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$60,998
2012 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$9,430
Expenses. Total of all expenses incurred	2012-12-31	$47,661
Benefits paid (including direct rollovers)	2012-12-31	$47,661
Total plan assets at end of year	2012-12-31	$2,780,853
Total plan assets at beginning of year	2012-12-31	$2,819,084
Value of fidelity bond covering the plan	2012-12-31	$375,000
Other income received	2012-12-31	$-90,570
Net income (gross income less expenses)	2012-12-31	$-38,231
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,780,853
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,819,084
Assets. Value of employer securities	2012-12-31	$2,780,853
Total contributions received or receivable from employer(s)	2012-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$47,661
2011 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-1,694,951
Expenses. Total of all expenses incurred	2011-12-31	$511,683
Benefits paid (including direct rollovers)	2011-12-31	$511,683
Total plan assets at end of year	2011-12-31	$2,819,084
Total plan assets at beginning of year	2011-12-31	$5,025,718
Value of fidelity bond covering the plan	2011-12-31	$375,000
Other income received	2011-12-31	$-1,794,951
Net income (gross income less expenses)	2011-12-31	$-2,206,634
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,819,084
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,025,718
Assets. Value of employer securities	2011-12-31	$2,819,084
Total contributions received or receivable from employer(s)	2011-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$511,683
2010 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$2,330,148
Expenses. Total of all expenses incurred	2010-12-31	$384,150
Benefits paid (including direct rollovers)	2010-12-31	$384,150
Total plan assets at end of year	2010-12-31	$5,025,718
Total plan assets at beginning of year	2010-12-31	$3,079,720
Value of fidelity bond covering the plan	2010-12-31	$375,000
Other income received	2010-12-31	$2,230,148
Net income (gross income less expenses)	2010-12-31	$1,945,998
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,025,718
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,079,720
Assets. Value of employer securities	2010-12-31	$5,025,718
Total contributions received or receivable from employer(s)	2010-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$384,150
2009 : IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$184,768

Form 5500 Responses for IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST

2022: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: IRWIN BROH & ASSOCIATES, INC. ESOP AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	IRWIN BROH & ASSOCIATES INC.
Employer identification number (EIN):	362728376
NAIC Classification:	541910
NAIC Description:	Marketing Research and Public Opinion Polling