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BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 401k Plan overview

Plan NameBRAILSFORD & DUNLAVEY, INC. 401(K) PLAN
Plan identification number 001

BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRAILSFORD & DUNLAVEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRAILSFORD & DUNLAVEY, INC.
Employer identification number (EIN):521847085
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about BRAILSFORD & DUNLAVEY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-01-04
Company Identification Number: 0801529708
Legal Registered Office Address: 1140 CONNECTICUT AVE NW STE 400

WASHINGTON
United States of America (USA)
20036

More information about BRAILSFORD & DUNLAVEY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KARRIE GOLDSTEIN2023-10-13 KARRIE GOLDSTEIN2023-10-13
0012021-01-01KARRIE GOLDSTEIN2022-10-31 KARRIE GOLDSTEIN2022-10-31
0012020-01-01CAITLIN FRACE2021-10-12 CAITLIN FRACE2021-10-12
0012019-01-01JESSICA KELLEY2020-09-30 JESSICA KELLEY2020-09-30
0012018-01-01JESSICA KELLEY2019-10-14 JESSICA KELLEY2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JESSICA KELLEY
0012013-01-01JESSICA KELLEY
0012012-01-01JESSICA KELLEY
0012011-01-01JESSICA KELLEY
0012010-01-01JESSICA KELLEY JESSICA KELLEY2011-07-28
0012009-01-01SHAWNE E. PATTERSON

Plan Statistics for BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN

401k plan membership statisitcs for BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN

Measure Date Value
2022: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01356
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01137
Total of all active and inactive participants2022-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01382
Number of participants with account balances2022-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01343
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01148
Total of all active and inactive participants2021-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01356
Number of participants with account balances2021-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01336
Total number of active participants reported on line 7a of the Form 55002020-01-01226
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01117
Total of all active and inactive participants2020-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01343
Number of participants with account balances2020-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01308
Total number of active participants reported on line 7a of the Form 55002019-01-01234
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01102
Total of all active and inactive participants2019-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01336
Number of participants with account balances2019-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01275
Total number of active participants reported on line 7a of the Form 55002018-01-01218
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01308
Number of participants with account balances2018-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01258
Total number of active participants reported on line 7a of the Form 55002017-01-01192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01275
Number of participants with account balances2017-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01251
Total number of active participants reported on line 7a of the Form 55002016-01-01237
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01258
Number of participants with account balances2016-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-01192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01250
Number of participants with account balances2015-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-01190
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01244
Number of participants with account balances2014-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01179
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01208
Number of participants with account balances2013-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01170
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01110
Total number of active participants reported on line 7a of the Form 55002010-01-01106
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01128
Number of participants with account balances2010-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0133
2009: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0195
Total number of active participants reported on line 7a of the Form 55002009-01-0187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01110
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN

Measure Date Value
2022 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,507,255
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,490,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,391,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,915,187
Value of total assets at end of year2022-12-31$30,626,170
Value of total assets at beginning of year2022-12-31$37,623,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,182
Total interest from all sources2022-12-31$29,928
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$196,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$196,665
Administrative expenses professional fees incurred2022-12-31$9,223
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,490,491
Participant contributions at end of year2022-12-31$434,834
Participant contributions at beginning of year2022-12-31$337,086
Participant contributions at end of year2022-12-31$212
Participant contributions at beginning of year2022-12-31$10,431
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$182,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,997,678
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,626,170
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,623,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,390,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,147,809
Value of interest in pooled separate accounts at end of year2022-12-31$3,004,988
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,384,238
Interest on participant loans2022-12-31$18,570
Interest earned on other investments2022-12-31$11,358
Value of interest in common/collective trusts at end of year2022-12-31$20,279,444
Value of interest in common/collective trusts at beginning of year2022-12-31$25,282,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$756,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$689,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,739,948
Net investment gain/loss from pooled separate accounts2022-12-31$-627,807
Net investment gain or loss from common/collective trusts2022-12-31$-4,281,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,242,045
Employer contributions (assets) at end of year2022-12-31$759,056
Employer contributions (assets) at beginning of year2022-12-31$772,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,391,241
Contract administrator fees2022-12-31$89,959
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31YHB CPAS & CONSULTANTS
Accountancy firm EIN2022-12-31541149263
2021 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,459,935
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,711,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,600,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,778,898
Value of total assets at end of year2021-12-31$37,623,848
Value of total assets at beginning of year2021-12-31$32,875,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,529
Total interest from all sources2021-12-31$24,930
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$148,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$148,987
Administrative expenses professional fees incurred2021-12-31$6,498
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,376,134
Participant contributions at end of year2021-12-31$337,086
Participant contributions at beginning of year2021-12-31$284,777
Participant contributions at end of year2021-12-31$10,431
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$230,437
Other income not declared elsewhere2021-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,748,609
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,623,848
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,875,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,147,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,542,587
Value of interest in pooled separate accounts at end of year2021-12-31$3,384,238
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,705,973
Interest on participant loans2021-12-31$14,382
Interest earned on other investments2021-12-31$10,548
Value of interest in common/collective trusts at end of year2021-12-31$25,282,384
Value of interest in common/collective trusts at beginning of year2021-12-31$22,169,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$689,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$667,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$581,524
Net investment gain/loss from pooled separate accounts2021-12-31$582,903
Net investment gain or loss from common/collective trusts2021-12-31$3,342,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,172,327
Employer contributions (assets) at end of year2021-12-31$772,322
Employer contributions (assets) at beginning of year2021-12-31$505,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,600,797
Contract administrator fees2021-12-31$104,031
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31YHB CPAS & CONSULTANTS
Accountancy firm EIN2021-12-31541149263
2020 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,574,846
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,983,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,887,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,688,277
Value of total assets at end of year2020-12-31$32,875,239
Value of total assets at beginning of year2020-12-31$28,283,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,264
Total interest from all sources2020-12-31$29,174
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$64,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$64,629
Administrative expenses professional fees incurred2020-12-31$10,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,311,465
Participant contributions at end of year2020-12-31$284,777
Participant contributions at beginning of year2020-12-31$166,097
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$473,136
Other income not declared elsewhere2020-12-31$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,591,599
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,875,239
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,283,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$336
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,542,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,340,552
Value of interest in pooled separate accounts at end of year2020-12-31$2,705,973
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,133,288
Interest on participant loans2020-12-31$9,791
Interest earned on other investments2020-12-31$19,383
Value of interest in common/collective trusts at end of year2020-12-31$22,169,013
Value of interest in common/collective trusts at beginning of year2020-12-31$19,486,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$667,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$358,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$679,950
Net investment gain/loss from pooled separate accounts2020-12-31$101,976
Net investment gain or loss from common/collective trusts2020-12-31$3,010,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$903,676
Employer contributions (assets) at end of year2020-12-31$505,834
Employer contributions (assets) at beginning of year2020-12-31$798,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,887,983
Contract administrator fees2020-12-31$84,428
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31YHB CPAS & CONSULTANTS
Accountancy firm EIN2020-12-31541149263
2019 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,374,508
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,465,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,375,859
Value of total corrective distributions2019-12-31$699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,476,892
Value of total assets at end of year2019-12-31$28,283,640
Value of total assets at beginning of year2019-12-31$23,374,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,937
Total interest from all sources2019-12-31$15,986
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$71,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$71,026
Administrative expenses professional fees incurred2019-12-31$12,810
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,210,559
Participant contributions at end of year2019-12-31$166,097
Participant contributions at beginning of year2019-12-31$184,263
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,283
Other income not declared elsewhere2019-12-31$1,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,909,013
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,283,640
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,374,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,340,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,019,936
Value of interest in pooled separate accounts at end of year2019-12-31$2,133,288
Value of interest in pooled separate accounts at beginning of year2019-12-31$801,753
Interest on participant loans2019-12-31$9,320
Interest earned on other investments2019-12-31$6,666
Value of interest in common/collective trusts at end of year2019-12-31$19,486,005
Value of interest in common/collective trusts at beginning of year2019-12-31$20,382,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$358,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$76,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$488,213
Net investment gain/loss from pooled separate accounts2019-12-31$326,178
Net investment gain or loss from common/collective trusts2019-12-31$3,994,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,252,050
Employer contributions (assets) at end of year2019-12-31$798,781
Employer contributions (assets) at beginning of year2019-12-31$910,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,375,859
Contract administrator fees2019-12-31$76,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YHB CPAS & CONSULTANTS
Accountancy firm EIN2019-12-31541149263
2018 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,048,159
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,396,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,356,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,722,483
Value of total assets at end of year2018-12-31$23,374,627
Value of total assets at beginning of year2018-12-31$23,723,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,964
Total interest from all sources2018-12-31$10,132
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$165,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$165,648
Administrative expenses professional fees incurred2018-12-31$12,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,108,023
Participant contributions at end of year2018-12-31$184,263
Participant contributions at beginning of year2018-12-31$210,939
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$81
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$292,573
Other income not declared elsewhere2018-12-31$34,283
Administrative expenses (other) incurred2018-12-31$9,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-348,801
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,374,627
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,723,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,019,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,609,523
Value of interest in pooled separate accounts at end of year2018-12-31$801,753
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$9,951
Interest earned on other investments2018-12-31$181
Value of interest in common/collective trusts at end of year2018-12-31$20,382,123
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$76,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$778,357
Net investment gain/loss from pooled separate accounts2018-12-31$-81,339
Net investment gain or loss from common/collective trusts2018-12-31$-2,581,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,321,887
Employer contributions (assets) at end of year2018-12-31$910,344
Employer contributions (assets) at beginning of year2018-12-31$902,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,356,996
Contract administrator fees2018-12-31$17,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,101,063
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$944,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$923,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,532,948
Value of total assets at end of year2017-12-31$23,723,428
Value of total assets at beginning of year2017-12-31$18,567,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,728
Total interest from all sources2017-12-31$9,118
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,252,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,252,114
Administrative expenses professional fees incurred2017-12-31$12,300
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$991,177
Participant contributions at end of year2017-12-31$210,939
Participant contributions at beginning of year2017-12-31$172,289
Participant contributions at end of year2017-12-31$81
Participant contributions at beginning of year2017-12-31$2,062
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$288,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$32,617
Administrative expenses (other) incurred2017-12-31$8,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,156,228
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,723,428
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,567,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,609,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,562,796
Interest on participant loans2017-12-31$9,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,274,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,252,913
Employer contributions (assets) at end of year2017-12-31$902,885
Employer contributions (assets) at beginning of year2017-12-31$830,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$923,107
Contract administrator fees2017-12-31$1,283
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,319,796
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$652,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$631,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,043,749
Value of total assets at end of year2016-12-31$18,567,200
Value of total assets at beginning of year2016-12-31$15,899,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,141
Total interest from all sources2016-12-31$7,368
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$881,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$881,065
Administrative expenses professional fees incurred2016-12-31$12,401
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$848,327
Participant contributions at end of year2016-12-31$172,289
Participant contributions at beginning of year2016-12-31$100,052
Participant contributions at end of year2016-12-31$2,062
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$11,704
Administrative expenses (other) incurred2016-12-31$7,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,667,760
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,567,200
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,899,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,562,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,035,666
Interest on participant loans2016-12-31$7,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$375,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,177,793
Employer contributions (assets) at end of year2016-12-31$830,053
Employer contributions (assets) at beginning of year2016-12-31$763,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$631,895
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,098,652
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$227,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$205,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,067,831
Value of total assets at end of year2015-12-31$15,899,440
Value of total assets at beginning of year2015-12-31$14,028,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,482
Total interest from all sources2015-12-31$4,126
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$14,197
Administrative expenses professional fees incurred2015-12-31$13,197
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$759,683
Participant contributions at end of year2015-12-31$100,052
Participant contributions at beginning of year2015-12-31$85,498
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$25,757
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$211,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$12,498
Administrative expenses (other) incurred2015-12-31$7,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,871,063
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,899,440
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,028,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,035,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,142,687
Interest on participant loans2015-12-31$4,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,096,833
Employer contributions (assets) at end of year2015-12-31$763,722
Employer contributions (assets) at beginning of year2015-12-31$774,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$205,107
Contract administrator fees2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,490,414
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$458,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$422,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,757,818
Value of total assets at end of year2014-12-31$14,028,377
Value of total assets at beginning of year2014-12-31$11,995,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,638
Total interest from all sources2014-12-31$2,794
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$721,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$721,606
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$1,913
Contributions received from participants2014-12-31$619,013
Participant contributions at end of year2014-12-31$85,498
Participant contributions at beginning of year2014-12-31$52,403
Participant contributions at end of year2014-12-31$25,757
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$102,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$8,196
Administrative expenses (other) incurred2014-12-31$9,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$1,605
Value of net income/loss2014-12-31$2,032,414
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,028,377
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,995,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,142,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,416,665
Interest on participant loans2014-12-31$2,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,034,880
Employer contributions (assets) at end of year2014-12-31$774,435
Employer contributions (assets) at beginning of year2014-12-31$526,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$422,362
Contract administrator fees2014-12-31$17,655
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,921,079
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$330,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$321,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,031,275
Value of total assets at end of year2013-12-31$11,975,229
Value of total assets at beginning of year2013-12-31$8,380,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,893
Total interest from all sources2013-12-31$2,472
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$363,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$363,580
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$638,952
Participant contributions at end of year2013-12-31$52,403
Participant contributions at beginning of year2013-12-31$63,445
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$3,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,590,293
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,970,734
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,380,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,416,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,316,996
Interest on participant loans2013-12-31$2,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,520,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,380,019
Employer contributions (assets) at end of year2013-12-31$506,162
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$321,893
Contract administrator fees2013-12-31$8,893
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,335,019
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$198,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$197,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,341,214
Value of total assets at end of year2012-12-31$8,380,441
Value of total assets at beginning of year2012-12-31$6,243,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,142
Total interest from all sources2012-12-31$1,542
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$159,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$159,725
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$544,452
Participant contributions at end of year2012-12-31$63,445
Participant contributions at beginning of year2012-12-31$21,094
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$87,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,136,661
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,380,441
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,243,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,316,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,222,686
Interest on participant loans2012-12-31$1,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$832,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$708,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$197,216
Contract administrator fees2012-12-31$1,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$821,345
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$529,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$528,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,051,295
Value of total assets at end of year2011-12-31$6,243,780
Value of total assets at beginning of year2011-12-31$5,952,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,148
Total interest from all sources2011-12-31$1,254
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$100,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$100,169
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$466,099
Participant contributions at end of year2011-12-31$21,094
Participant contributions at beginning of year2011-12-31$22,216
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$291,466
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,243,780
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,952,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,222,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,930,098
Interest on participant loans2011-12-31$1,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-331,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$582,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$528,731
Contract administrator fees2011-12-31$1,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,539,331
Expenses. Total of all expenses incurred2010-12-31$129,652
Benefits paid (including direct rollovers)2010-12-31$129,122
Total plan assets at end of year2010-12-31$5,952,314
Total plan assets at beginning of year2010-12-31$4,542,635
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$391,414
Expenses. Other expenses not covered elsewhere2010-12-31$530
Contributions received from other sources (not participants or employers)2010-12-31$9,298
Other income received2010-12-31$574,323
Net income (gross income less expenses)2010-12-31$1,409,679
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,952,314
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,542,635
Assets. Value of participant loans2010-12-31$22,216
Total contributions received or receivable from employer(s)2010-12-31$564,296

Form 5500 Responses for BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN

2022: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467456
Policy instance 2
Insurance contract or identification number467456
Number of Individuals Covered377
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,953
Total amount of fees paid to insurance companyUSD $1,548
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,953
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered377
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,135
Total amount of fees paid to insurance companyUSD $355
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,135
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467456
Policy instance 2
Insurance contract or identification number467456
Number of Individuals Covered342
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,683
Total amount of fees paid to insurance companyUSD $1,464
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,683
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered342
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,073
Total amount of fees paid to insurance companyUSD $335
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,073
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467456
Policy instance 2
Insurance contract or identification number467456
Number of Individuals Covered334
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,987
Total amount of fees paid to insurance companyUSD $933
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,987
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered334
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,833
Total amount of fees paid to insurance companyUSD $573
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,833
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467456
Policy instance 2
Insurance contract or identification number467456
Number of Individuals Covered331
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,284
Total amount of fees paid to insurance companyUSD $714
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,284
Insurance broker organization code?3
Amount paid for insurance broker fees714
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered331
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $397
Total amount of fees paid to insurance companyUSD $124
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $397
Insurance broker organization code?3
Amount paid for insurance broker fees124
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467456
Policy instance 2
Insurance contract or identification number467456
Number of Individuals Covered301
Insurance policy start date2018-09-15
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered301
Insurance policy start date2018-09-15
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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