ADAMS BROWN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ADAMS BROWN BERAN AND BALL, CHARTERED
| Measure | Date | Value |
|---|
| 2020: ADAMS BROWN BERAN AND BALL, CHARTERED 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 187 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 0 |
| Number of employers contributing to the scheme | 2020-12-01 | 0 |
| 2019: ADAMS BROWN BERAN AND BALL, CHARTERED 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 187 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 0 |
| Total of all active and inactive participants | 2019-12-01 | 187 |
| Number of employers contributing to the scheme | 2019-12-01 | 0 |
| 2018: ADAMS BROWN BERAN AND BALL, CHARTERED 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-01 | 151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 148 |
| Number of retired or separated participants receiving benefits | 2018-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 0 |
| Total of all active and inactive participants | 2018-12-01 | 148 |
| Number of employers contributing to the scheme | 2018-12-01 | 0 |
| 2017: ADAMS BROWN BERAN AND BALL, CHARTERED 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-01 | 151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 151 |
| Number of retired or separated participants receiving benefits | 2017-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 0 |
| Total of all active and inactive participants | 2017-12-01 | 151 |
| Number of employers contributing to the scheme | 2017-12-01 | 0 |
| 2016: ADAMS BROWN BERAN AND BALL, CHARTERED 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 151 |
| Number of retired or separated participants receiving benefits | 2016-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 0 |
| Total of all active and inactive participants | 2016-12-01 | 151 |
| 2015: ADAMS BROWN BERAN AND BALL, CHARTERED 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 126 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 125 |
| Total of all active and inactive participants | 2015-12-01 | 125 |
| 2014: ADAMS BROWN BERAN AND BALL, CHARTERED 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 126 |
| Total of all active and inactive participants | 2014-12-01 | 126 |
| 2013: ADAMS BROWN BERAN AND BALL, CHARTERED 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 122 |
| Total of all active and inactive participants | 2013-12-01 | 122 |
| 2012: ADAMS BROWN BERAN AND BALL, CHARTERED 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 107 |
| Total of all active and inactive participants | 2012-12-01 | 107 |
| 2020: ADAMS BROWN BERAN AND BALL, CHARTERED 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | This submission is the final filing | Yes |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: ADAMS BROWN BERAN AND BALL, CHARTERED 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: ADAMS BROWN BERAN AND BALL, CHARTERED 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ADAMS BROWN BERAN AND BALL, CHARTERED 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ADAMS BROWN BERAN AND BALL, CHARTERED 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: ADAMS BROWN BERAN AND BALL, CHARTERED 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: ADAMS BROWN BERAN AND BALL, CHARTERED 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Plan funding arrangement – Insurance | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ADAMS BROWN BERAN AND BALL, CHARTERED 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Plan funding arrangement – Insurance | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ADAMS BROWN BERAN AND BALL, CHARTERED 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | First time form 5500 has been submitted | Yes |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1100432 |
| Policy instance | 1 |
| Insurance contract or identification number | 1100432 | | Number of Individuals Covered | 185 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $185 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,012 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $185 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1100432 |
| Policy instance | 1 |
| Insurance contract or identification number | 1100432 | | Number of Individuals Covered | 187 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $2,036 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,513 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,036 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H04716 |
| Policy instance | 1 |
| Insurance contract or identification number | H04716 | | Number of Individuals Covered | 148 | | Insurance policy start date | 2018-12-01 | | Insurance policy end date | 2019-11-30 | | Total amount of commissions paid to insurance broker | USD $1,856 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $37,197 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,856 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H04716 |
| Policy instance | 1 |
| Insurance contract or identification number | H04716 | | Number of Individuals Covered | 151 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $1,659 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,175 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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