401k Plan data: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN plan

BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan Name	BROTHERS SERVICES EMPLOYEES SAVINGS PLAN
Plan identification number	001

BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 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.
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 SERVICES COMPANY has sponsored the creation of one or more 401k plans.

Company Name: BROTHERS SERVICES COMPANY

Employer identification number (EIN): 521481794

NAIC Classification: 236110

Additional information about BROTHERS SERVICES COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3964874

More information about BROTHERS SERVICES COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROTHERS SERVICES EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SHARON WARNER 2019-06-06
001 2017-01-01 SHARON WARNER 2018-07-25
001 2016-01-01 SHARON WARNER 2017-06-07
001 2015-01-01 SHARON WARNER 2016-07-18
001 2014-01-01 SHARON HAMRICK 2015-07-01
001 2013-01-01 SHARON HAMRICK 2015-06-30
001 2012-01-01 SHARON HAMRICK 2013-10-15 SHARON HAMRICK 2013-10-15
001 2011-01-01 SCOTT EMGE 2012-05-21 SCOTT EMGE 2012-05-21
001 2010-01-01 SCOTT EMGE 2011-07-19 SCOTT EMGE 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	SHARON WARNER	2019-06-06
001	2017-01-01	SHARON WARNER	2018-07-25
001	2016-01-01	SHARON WARNER	2017-06-07
001	2015-01-01	SHARON WARNER	2016-07-18
001	2014-01-01	SHARON HAMRICK	2015-07-01
001	2013-01-01	SHARON HAMRICK	2015-06-30
001	2012-01-01	SHARON HAMRICK	2013-10-15	SHARON HAMRICK	2013-10-15
001	2011-01-01	SCOTT EMGE	2012-05-21	SCOTT EMGE	2012-05-21
001	2010-01-01	SCOTT EMGE	2011-07-19	SCOTT EMGE	2011-07-19

Plan Statistics for BROTHERS SERVICES EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for BROTHERS SERVICES EMPLOYEES SAVINGS PLAN

Measure Date Value
2022: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 127
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 151
Number of participants with account balances 2022-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 30
2021: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 127
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 68
Total of all active and inactive participants 2021-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 198
Number of participants with account balances 2021-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 136
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 55
Total of all active and inactive participants 2020-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 193
Number of participants with account balances 2020-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 39
2019: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 113
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 140
Number of participants with account balances 2019-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14

Measure	Date	Value
2022: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	127
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	151
Number of participants with account balances	2022-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	30
2021: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	127
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	68
Total of all active and inactive participants	2021-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	198
Number of participants with account balances	2021-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	136
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	55
Total of all active and inactive participants	2020-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	193
Number of participants with account balances	2020-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	39
2019: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	113
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	140
Number of participants with account balances	2019-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14

Financial Data on BROTHERS SERVICES EMPLOYEES SAVINGS PLAN

Measure	Date	Value
2022 : BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$112,505
Total of all expenses incurred	2022-12-31	$269,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$186,673
Value of total corrective distributions	2022-12-31	$30,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$618,319
Value of total assets at end of year	2022-12-31	$2,904,358
Value of total assets at beginning of year	2022-12-31	$3,061,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,477
Total interest from all sources	2022-12-31	$3,697
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$57,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$16,400
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$512,294
Participant contributions at end of year	2022-12-31	$80,980
Participant contributions at beginning of year	2022-12-31	$60,051
Participant contributions at end of year	2022-12-31	$30
Participant contributions at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$22,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-157,038
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,904,358
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,061,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$13,941
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,774,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,964,464
Interest on participant loans	2022-12-31	$3,396
Interest earned on other investments	2022-12-31	$300
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$36,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$48,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-603,967
Net investment gain or loss from common/collective trusts	2022-12-31	$36,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$106,025
Employer contributions (assets) at end of year	2022-12-31	$8
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$57,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$186,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, P.C.
Accountancy firm EIN	2022-12-31	135381590
2021 : BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$983,336
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$90,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$65,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$625,774
Value of total assets at end of year	2021-12-31	$3,061,396
Value of total assets at beginning of year	2021-12-31	$2,168,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,376
Total interest from all sources	2021-12-31	$447
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$378,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$378,776
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$392,696
Participant contributions at end of year	2021-12-31	$60,051
Participant contributions at beginning of year	2021-12-31	$6,969
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$7,876
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$171,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$892,464
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,061,396
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,168,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,964,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,116,241
Interest on participant loans	2021-12-31	$447
Value of interest in common/collective trusts at end of year	2021-12-31	$36,881
Value of interest in common/collective trusts at beginning of year	2021-12-31	$37,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-21,912
Net investment gain or loss from common/collective trusts	2021-12-31	$251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$61,924
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$65,496
Contract administrator fees	2021-12-31	$25,376
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$573,552
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$359,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$339,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$328,595
Value of total assets at end of year	2020-12-31	$2,168,932
Value of total assets at beginning of year	2020-12-31	$1,955,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,963
Total interest from all sources	2020-12-31	$264
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$69,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$69,258
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$285,956
Participant contributions at end of year	2020-12-31	$6,969
Participant contributions at beginning of year	2020-12-31	$6,502
Participant contributions at end of year	2020-12-31	$7,876
Participant contributions at beginning of year	2020-12-31	$7,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$213,887
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,168,932
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,955,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,116,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,900,553
Interest on participant loans	2020-12-31	$264
Value of interest in common/collective trusts at end of year	2020-12-31	$37,590
Value of interest in common/collective trusts at beginning of year	2020-12-31	$39,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$174,050
Net investment gain or loss from common/collective trusts	2020-12-31	$1,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$42,639
Employer contributions (assets) at end of year	2020-12-31	$256
Employer contributions (assets) at beginning of year	2020-12-31	$1,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$339,702
Contract administrator fees	2020-12-31	$19,963
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$774,933
Total income from all sources (including contributions)	2019-12-31	$774,933
Total loss/gain on sale of assets	2019-12-31	$14,916
Total loss/gain on sale of assets	2019-12-31	$14,916
Total of all expenses incurred	2019-12-31	$112,882
Total of all expenses incurred	2019-12-31	$112,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$96,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$96,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$447,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$447,163
Value of total assets at end of year	2019-12-31	$1,955,045
Value of total assets at end of year	2019-12-31	$1,955,045
Value of total assets at beginning of year	2019-12-31	$1,292,994
Value of total assets at beginning of year	2019-12-31	$1,292,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,212
Total interest from all sources	2019-12-31	$79
Total interest from all sources	2019-12-31	$79
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$199,168
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$199,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$199,168
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$199,168
Administrative expenses professional fees incurred	2019-12-31	$16,212
Administrative expenses professional fees incurred	2019-12-31	$16,212
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$391,210
Contributions received from participants	2019-12-31	$391,210
Participant contributions at end of year	2019-12-31	$6,502
Participant contributions at end of year	2019-12-31	$6,502
Participant contributions at beginning of year	2019-12-31	$888
Participant contributions at beginning of year	2019-12-31	$888
Participant contributions at end of year	2019-12-31	$7,887
Participant contributions at end of year	2019-12-31	$7,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$662,051
Value of net income/loss	2019-12-31	$662,051
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,955,045
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,955,045
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,292,994
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,292,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,900,553
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,900,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,264,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,264,518
Interest on participant loans	2019-12-31	$79
Interest on participant loans	2019-12-31	$79
Value of interest in common/collective trusts at end of year	2019-12-31	$39,025
Value of interest in common/collective trusts at end of year	2019-12-31	$39,025
Value of interest in common/collective trusts at beginning of year	2019-12-31	$27,588
Value of interest in common/collective trusts at beginning of year	2019-12-31	$27,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$112,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$112,869
Net investment gain or loss from common/collective trusts	2019-12-31	$738
Net investment gain or loss from common/collective trusts	2019-12-31	$738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$55,953
Contributions received in cash from employer	2019-12-31	$55,953
Employer contributions (assets) at end of year	2019-12-31	$1,078
Employer contributions (assets) at end of year	2019-12-31	$1,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$96,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$96,670
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$133,150
Aggregate proceeds on sale of assets	2019-12-31	$133,150
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$118,234
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$118,234
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HERTZBACH & COMPANY, P.A.
Accountancy firm name	2019-12-31	HERTZBACH & COMPANY, P.A.
Accountancy firm EIN	2019-12-31	521158459
Accountancy firm EIN	2019-12-31	521158459

Form 5500 Responses for BROTHERS SERVICES EMPLOYEES SAVINGS PLAN

2022: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 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: BROTHERS SERVICES EMPLOYEES SAVINGS PLAN 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513887

Policy instance

Insurance contract or identification number	513887
Number of Individuals Covered	149
Insurance policy start date	2022-01-27
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

BROTHERS SERVICES, INC. 401(K) PLAN AND TRUST [EIN = 204742690]

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Company Name:	BROTHERS SERVICES COMPANY
Employer identification number (EIN):	521481794
NAIC Classification:	236110

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3964874