401k Plan data: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST plan

CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHANDLER AND BROWN, LTD. has sponsored the creation of one or more 401k plans.

Company Name: CHANDLER AND BROWN, LTD.

Employer identification number (EIN): 411409826

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PAUL D. BROWN 2023-05-11
001 2021-01-01 PAUL D. BROWN 2022-05-10
001 2020-01-01 PAUL D. BROWN 2021-05-03
001 2019-01-01 PAUL D. BROWN 2020-06-30
001 2018-01-01 PAUL D. BROWN 2019-07-08
001 2017-01-01 PAUL D. BROWN 2018-06-20
001 2016-01-01 PAUL D. BROWN 2017-06-05
001 2015-01-01 PAUL D. BROWN 2016-05-03
001 2014-01-01 PAUL D. BROWN 2015-06-24
001 2013-01-01 PAUL D. BROWN
001 2012-01-01 PAUL D. BROWN
001 2011-01-01 PAUL D. BROWN
001 2009-01-01 PAUL D. BROWN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	PAUL D. BROWN	2023-05-11
001	2021-01-01	PAUL D. BROWN	2022-05-10
001	2020-01-01	PAUL D. BROWN	2021-05-03
001	2019-01-01	PAUL D. BROWN	2020-06-30
001	2018-01-01	PAUL D. BROWN	2019-07-08
001	2017-01-01	PAUL D. BROWN	2018-06-20
001	2016-01-01	PAUL D. BROWN	2017-06-05
001	2015-01-01	PAUL D. BROWN	2016-05-03
001	2014-01-01	PAUL D. BROWN	2015-06-24
001	2013-01-01	PAUL D. BROWN
001	2012-01-01	PAUL D. BROWN
001	2011-01-01	PAUL D. BROWN
001	2009-01-01	PAUL D. BROWN

Plan Statistics for CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2013 : CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$291,073
Expenses. Total of all expenses incurred	2013-12-31	$385
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,266,316
Total plan assets at beginning of year	2013-12-31	$975,628
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$76,214
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$196,981
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$290,688
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,266,316
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$975,628
Assets. Value of participant loans	2013-12-31	$41,968
Total contributions received or receivable from employer(s)	2013-12-31	$17,878
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$385
2012 : CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$195,595
Expenses. Total of all expenses incurred	2012-12-31	$25,185
Benefits paid (including direct rollovers)	2012-12-31	$25,000
Total plan assets at end of year	2012-12-31	$975,628
Total plan assets at beginning of year	2012-12-31	$805,218
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$80,700
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$94,706
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$170,410
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$975,628
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$805,218
Assets. Value of participant loans	2012-12-31	$50,948
Total contributions received or receivable from employer(s)	2012-12-31	$20,189
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$90,553
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$805,218
Total plan assets at beginning of year	2011-12-31	$714,665
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$76,950
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-5,425
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$90,553
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$805,218
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$714,665
Assets. Value of participant loans	2011-12-31	$10,917
Total contributions received or receivable from employer(s)	2011-12-31	$19,028
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$144,892
Expenses. Total of all expenses incurred	2010-12-31	$595
Benefits paid (including direct rollovers)	2010-12-31	$360
Total plan assets at end of year	2010-12-31	$714,665
Total plan assets at beginning of year	2010-12-31	$570,368
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$64,639
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$60,681
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$144,297
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$714,665
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$570,368
Assets. Value of participant loans	2010-12-31	$14,819
Total contributions received or receivable from employer(s)	2010-12-31	$19,572
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$235

Form 5500 Responses for CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

2013: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CHANDLER AND BROWN, LTD. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

P54761

Policy instance

Insurance contract or identification number	P54761
Number of Individuals Covered	1
Insurance policy start date	2012-06-15
Insurance policy end date	2013-06-15

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

P54761

Policy instance

Insurance contract or identification number	P54761
Number of Individuals Covered	1
Insurance policy start date	2010-11-01
Insurance policy end date	2011-10-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

P54761

Policy instance

Insurance contract or identification number	P54761
Number of Individuals Covered	1
Insurance policy start date	2009-11-01
Insurance policy end date	2010-10-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CHANDLER AND BROWN, LTD.
Employer identification number (EIN):	411409826
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers