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Plan Name | BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BRANDEL-STEPHENS & CO., INC. |
Employer identification number (EIN): | 591116242 |
NAIC Classification: | 425110 |
NAIC Description: | Business to Business Electronic Markets |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | EDWARD W. TOOMEY | 2023-10-19 | EDWARD W. TOOMEY | 2023-10-19 |
001 | 2021-01-01 | EDWARD W, TOOMEY | 2022-10-17 | EDWARD W. TOOMEY | 2022-10-17 |
001 | 2020-01-01 | EDWARD W, TOOMEY | 2021-10-05 | EDWARD W. TOOMEY | 2021-10-05 |
001 | 2019-01-01 | EDWARD W,TOOMEY | 2020-09-15 | EDWARD W. TOOMEY | 2020-09-15 |
001 | 2018-01-01 | EDWARD W TOOMEY | 2019-06-18 | EDWARD W. TOOMEY | 2019-06-18 |
001 | 2017-01-01 | EDWARD W TOOMEY | 2018-06-25 | EDWARD W. TOOMEY | 2018-06-25 |
001 | 2016-01-01 | EDWARD W.TOOMEY | 2017-10-06 | EDWARD W. TOOMEY | 2017-10-06 |
001 | 2015-01-01 | EDWARD W. TOOMEY | 2016-07-28 | EDWARD W. TOOMEY | 2016-07-28 |
001 | 2014-01-01 | EDWARD W TOOMEY | 2015-07-30 | ETOOMEY | 2015-07-30 |
001 | 2013-01-01 | EDWARD W.TOOMEY | 2014-06-02 | EDWARD W TOOMEY | 2014-05-30 |
001 | 2012-01-01 | EDWARD W TOOMEY | 2013-06-27 | EDWARD W VTOOMEY | 2013-06-27 |
001 | 2011-01-01 | EDWARD W TOOMEY | |||
001 | 2009-01-01 | EDWARD TOOMEY |
Measure | Date | Value |
---|---|---|
2011: BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 14 |
Number of participants with account balances | 2011-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $307,530 |
Expenses. Total of all expenses incurred | 2011-12-31 | $8,421 |
Total plan assets at end of year | 2011-12-31 | $6,419,999 |
Total plan assets at beginning of year | 2011-12-31 | $6,120,890 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $123,899 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $8,421 |
Other income received | 2011-12-31 | $39,534 |
Net income (gross income less expenses) | 2011-12-31 | $299,109 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,419,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,120,890 |
Assets. Value of participant loans | 2011-12-31 | $16,111 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $144,097 |
2010 : BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $922,421 |
Expenses. Total of all expenses incurred | 2010-12-31 | $14,718 |
Total plan assets at end of year | 2010-12-31 | $6,120,890 |
Total plan assets at beginning of year | 2010-12-31 | $5,213,187 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $112,626 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $14,718 |
Other income received | 2010-12-31 | $685,289 |
Net income (gross income less expenses) | 2010-12-31 | $907,703 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,120,890 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,213,187 |
Assets. Value of participant loans | 2010-12-31 | $23,666 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $91,846 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $124,506 |
2011: BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses | ||
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GP69183 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GP69183 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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