401k Plan data: BROWARD HOUSE 401K PLAN plan

BROWARD HOUSE 401K PLAN 401k Plan overview

Plan Name	BROWARD HOUSE 401K PLAN
Plan identification number	001

BROWARD HOUSE 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BROWARD HOUSE, INC. has sponsored the creation of one or more 401k plans.

Company Name: BROWARD HOUSE, INC.

Employer identification number (EIN): 592913416

NAIC Classification: 624200

Additional information about BROWARD HOUSE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1988-08-29

Company Identification Number: N28093

Legal Registered Office Address: 800 SE 3rd Ave

FORT LAUDERDALE

33316

More information about BROWARD HOUSE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWARD HOUSE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MIGDALIA CUEVAS
001 2016-01-01 MIGDALIA CUEVAS 2017-07-26
001 2015-01-01 STEPHEN NOLTE 2016-07-06
001 2014-01-01 BROWARD HOUSE 401K PLAN 2015-09-15
001 2013-01-01 STEPHEN NOLTE 2014-07-09
001 2012-01-01 STEPHEN NOLE 2013-07-01
001 2011-01-01 STEPHEN NOLTE 2012-06-26
001 2010-01-01 NOLTE STEPHEN 2011-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MIGDALIA CUEVAS
001	2016-01-01	MIGDALIA CUEVAS	2017-07-26
001	2015-01-01	STEPHEN NOLTE	2016-07-06
001	2014-01-01	BROWARD HOUSE 401K PLAN	2015-09-15
001	2013-01-01	STEPHEN NOLTE	2014-07-09
001	2012-01-01	STEPHEN NOLE	2013-07-01
001	2011-01-01	STEPHEN NOLTE	2012-06-26
001	2010-01-01	NOLTE STEPHEN	2011-07-23

Plan Statistics for BROWARD HOUSE 401K PLAN

401k plan membership statisitcs for BROWARD HOUSE 401K PLAN

Measure Date Value
2022: BROWARD HOUSE 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 75
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 73
Total of all active and inactive participants 2022-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 150
Number of participants with account balances 2022-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BROWARD HOUSE 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 92
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 65
Total of all active and inactive participants 2021-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 158
Number of participants with account balances 2021-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BROWARD HOUSE 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 91
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 49
Total of all active and inactive participants 2020-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 140
Number of participants with account balances 2020-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BROWARD HOUSE 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 77
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 126
Number of participants with account balances 2019-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BROWARD HOUSE 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 78
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 120
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BROWARD HOUSE 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 87
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 109
Number of participants with account balances 2017-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: BROWARD HOUSE 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	75
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	73
Total of all active and inactive participants	2022-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	150
Number of participants with account balances	2022-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BROWARD HOUSE 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	92
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	65
Total of all active and inactive participants	2021-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	158
Number of participants with account balances	2021-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BROWARD HOUSE 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	49
Total of all active and inactive participants	2020-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	140
Number of participants with account balances	2020-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BROWARD HOUSE 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	77
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	126
Number of participants with account balances	2019-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BROWARD HOUSE 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	78
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	120
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BROWARD HOUSE 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	87
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	109
Number of participants with account balances	2017-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on BROWARD HOUSE 401K PLAN

Measure	Date	Value
2022 : BROWARD HOUSE 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-77,732
Total of all expenses incurred	2022-12-31	$203,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$186,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$364,200
Value of total assets at end of year	2022-12-31	$2,209,816
Value of total assets at beginning of year	2022-12-31	$2,490,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,835
Total interest from all sources	2022-12-31	$2,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$220,533
Participant contributions at end of year	2022-12-31	$69,006
Participant contributions at beginning of year	2022-12-31	$50,892
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$309
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$263
Administrative expenses (other) incurred	2022-12-31	$16,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-280,943
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,209,816
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,490,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,140,810
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,439,604
Interest on participant loans	2022-12-31	$2,365
Net investment gain/loss from pooled separate accounts	2022-12-31	$-444,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$143,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$186,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KEEFE MCCULLOUGH CPAS AND ADVISORS
Accountancy firm EIN	2022-12-31	591363792
2021 : BROWARD HOUSE 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$629,024
Total of all expenses incurred	2021-12-31	$182,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$166,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$343,632
Value of total assets at end of year	2021-12-31	$2,490,759
Value of total assets at beginning of year	2021-12-31	$2,044,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,967
Total interest from all sources	2021-12-31	$2,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$211,580
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,087
Assets. Loans (other than to participants) at end of year	2021-12-31	$50,892
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$72,839
Administrative expenses (other) incurred	2021-12-31	$15,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$446,276
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,490,759
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,044,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,439,604
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,970,557
Interest on participant loans	2021-12-31	$2,892
Net investment gain/loss from pooled separate accounts	2021-12-31	$282,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$132,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$166,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KEEFE MCCULLOUGH CPAS AND ADVISORS
Accountancy firm EIN	2021-12-31	591363792
2020 : BROWARD HOUSE 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$597,538
Total of all expenses incurred	2020-12-31	$641,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$626,151
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$292,211
Value of total assets at end of year	2020-12-31	$2,044,483
Value of total assets at beginning of year	2020-12-31	$2,088,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,055
Total interest from all sources	2020-12-31	$4,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$165,250
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$15,379
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$378
Assets. Loans (other than to participants) at end of year	2020-12-31	$72,839
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$103,482
Administrative expenses (other) incurred	2020-12-31	$14,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-44,014
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,044,483
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,088,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,970,557
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,984,637
Interest on participant loans	2020-12-31	$4,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$300,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$111,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$626,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	KEEFE MCCULLOUGH CPAS AND ADVISORS
Accountancy firm EIN	2020-12-31	591363792
2019 : BROWARD HOUSE 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$591,506
Total of all expenses incurred	2019-12-31	$267,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$252,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$280,675
Value of total assets at end of year	2019-12-31	$2,088,497
Value of total assets at beginning of year	2019-12-31	$1,764,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,558
Total interest from all sources	2019-12-31	$4,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$158,791
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,013
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$479
Assets. Loans (other than to participants) at end of year	2019-12-31	$103,482
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$127,992
Administrative expenses (other) incurred	2019-12-31	$14,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$324,305
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,088,497
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,764,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,984,637
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,635,721
Interest on participant loans	2019-12-31	$4,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$305,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$112,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$252,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KEEFE MCCULLOUGH CPAS AND ADVISORS
Accountancy firm EIN	2019-12-31	591363792
2018 : BROWARD HOUSE 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$191,134
Total of all expenses incurred	2018-12-31	$175,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$161,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$317,959
Value of total assets at end of year	2018-12-31	$1,764,192
Value of total assets at beginning of year	2018-12-31	$1,748,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,109
Total interest from all sources	2018-12-31	$6,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$141,128
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$66,013
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$127,992
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$106,909
Administrative expenses (other) incurred	2018-12-31	$14,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$15,230
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,764,192
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,748,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,635,721
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,641,184
Interest on participant loans	2018-12-31	$6,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$869
Net investment gain/loss from pooled separate accounts	2018-12-31	$-133,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$110,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$161,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KEEFE MCCULLOUGH CPAS AND ADVISORS
Accountancy firm EIN	2018-12-31	591363792
2017 : BROWARD HOUSE 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$507,027
Total of all expenses incurred	2017-12-31	$261,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$246,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$297,210
Value of total assets at end of year	2017-12-31	$1,748,962
Value of total assets at beginning of year	2017-12-31	$1,503,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,217
Total interest from all sources	2017-12-31	$4,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$177,209
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,206
Assets. Loans (other than to participants) at end of year	2017-12-31	$106,909
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$64,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$245,446
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,748,962
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,503,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$15,217
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,641,184
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,439,017
Income. Interest from loans (other than to participants)	2017-12-31	$4,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$8
Net investment gain/loss from pooled separate accounts	2017-12-31	$205,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$113,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$246,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KEEFE MCCULLOUGH CPAS AND ADVISORS
Accountancy firm EIN	2017-12-31	591363792

Form 5500 Responses for BROWARD HOUSE 401K PLAN

2022: BROWARD HOUSE 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BROWARD HOUSE 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BROWARD HOUSE 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BROWARD HOUSE 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BROWARD HOUSE 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BROWARD HOUSE 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

998218

Policy instance

Insurance contract or identification number	998218
Number of Individuals Covered	147
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $5,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,471
Insurance broker organization code?	3

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

Policy contract number

998218

Policy instance

Insurance contract or identification number	998218
Number of Individuals Covered	151
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $5,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,590
Insurance broker organization code?	3

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

Policy contract number

998218

Policy instance

Insurance contract or identification number	998218
Number of Individuals Covered	132
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,642
Insurance broker organization code?	3

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

Policy contract number

998218

Policy instance

Insurance contract or identification number	998218
Number of Individuals Covered	123
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,612
Insurance broker organization code?	3

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

Policy contract number

998218

Policy instance

Insurance contract or identification number	998218
Number of Individuals Covered	109
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,179
Insurance broker organization code?	3

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

Policy contract number

998218

Policy instance

Insurance contract or identification number	998218
Number of Individuals Covered	101
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,698
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY LLC

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Company Name:	BROWARD HOUSE, INC.
Employer identification number (EIN):	592913416
NAIC Classification:	624200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1988-08-29
Company Identification Number:	N28093
Legal Registered Office Address:	800 SE 3rd Ave FORT LAUDERDALE 33316