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BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN 401k Plan overview

Plan NameBROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN
Plan identification number 001

BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

BROWN JORDAN INC. has sponsored the creation of one or more 401k plans.

Company Name:BROWN JORDAN INC.
Employer identification number (EIN):631127982
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01PHILLIP J CUTTING
0012023-01-01
0012023-01-01PHILLIP CUTTING
0012022-01-01
0012022-01-01GREGORY TAGGART
0012021-01-01
0012021-01-01GREGORY TAGGART
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFFREY LEONARD JEFFREY LEONARD2018-10-10
0012016-01-01JEFFREY LEONARD JEFFREY LEONARD2017-10-10
0012015-01-01VINCENT A TORTORICI, JR VINCENT A TORTORICI, JR.2016-10-04
0012014-01-01VINCENT A TORTORICI, JR VINCENT A TORTORICI, JR2015-09-18
0012013-01-01VINCENT A TORTORICI, JR. VINCENT A TORTORICI, JR.2014-10-02
0012012-01-01VINCENT A TORTORICI, JR. VINCENT A TORTORICI, JR.2013-10-14
0012011-01-01VINCENT TORTORICI VINCENT TORTORICI2012-10-08
0012009-01-01PATRICIA M. COOPER VINCENT A TORTORICI2010-10-07

Financial Data on BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN

Measure Date Value
2023 : BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$8,274,757
Total of all expenses incurred2023-12-31$4,523,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,413,321
Value of total corrective distributions2023-12-31$15,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,835,775
Value of total assets at end of year2023-12-31$37,826,756
Value of total assets at beginning of year2023-12-31$34,075,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,382
Total interest from all sources2023-12-31$35,825
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$193,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$193,747
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$4,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,459,947
Participant contributions at end of year2023-12-31$582,052
Participant contributions at beginning of year2023-12-31$730,784
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$436,032
Total non interest bearing cash at end of year2023-12-31$3,627
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,751,493
Value of net assets at end of year (total assets less liabilities)2023-12-31$37,826,756
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$34,075,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$41,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,837,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,558,649
Interest on participant loans2023-12-31$34,433
Value of interest in common/collective trusts at end of year2023-12-31$27,374,802
Value of interest in common/collective trusts at beginning of year2023-12-31$25,779,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$29,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$6,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$6,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,441,483
Net investment gain or loss from common/collective trusts2023-12-31$2,767,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$939,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,413,321
Contract administrator fees2023-12-31$11,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HIGHLANDS ACCOUNTING GROUP, INC
Accountancy firm EIN2023-12-31823217974
Total income from all sources (including contributions)2023-01-01$8,274,757
Total of all expenses incurred2023-01-01$4,523,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$4,413,321
Value of total corrective distributions2023-01-01$15,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,835,775
Value of total assets at end of year2023-01-01$37,826,756
Value of total assets at beginning of year2023-01-01$34,075,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$94,382
Total interest from all sources2023-01-01$35,825
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$193,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$193,747
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$4,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,459,947
Participant contributions at end of year2023-01-01$582,052
Participant contributions at beginning of year2023-01-01$730,784
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$436,032
Total non interest bearing cash at end of year2023-01-01$3,627
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,751,493
Value of net assets at end of year (total assets less liabilities)2023-01-01$37,826,756
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$34,075,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$41,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$9,837,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$7,558,649
Interest on participant loans2023-01-01$34,433
Value of interest in common/collective trusts at end of year2023-01-01$27,374,802
Value of interest in common/collective trusts at beginning of year2023-01-01$25,779,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$29,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$1,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,441,483
Net investment gain or loss from common/collective trusts2023-01-01$2,767,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$939,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$4,413,321
Contract administrator fees2023-01-01$11,000
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01HIGHLANDS ACCOUNTING GROUP, INC
Accountancy firm EIN2023-01-01823217974
2022 : BROWN JORDAN INTERNATIONAL, 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$0
Total income from all sources (including contributions)2022-12-31$-1,987,465
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,971,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,910,380
Value of total corrective distributions2022-12-31$10,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,202,623
Value of total assets at end of year2022-12-31$34,075,263
Value of total assets at beginning of year2022-12-31$39,034,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,963
Total interest from all sources2022-12-31$33,378
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$282,571
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$282,571
Administrative expenses professional fees incurred2022-12-31$8,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
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$2,346,215
Participant contributions at end of year2022-12-31$730,784
Participant contributions at beginning of year2022-12-31$704,170
Administrative expenses (other) incurred2022-12-31$12,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,959,205
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,075,263
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,034,468
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
Investment advisory and management fees2022-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,558,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,321,383
Interest on participant loans2022-12-31$33,188
Value of interest in common/collective trusts at end of year2022-12-31$25,779,541
Value of interest in common/collective trusts at beginning of year2022-12-31$21,028,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,980,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,231,706
Net investment gain or loss from common/collective trusts2022-12-31$-3,274,331
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$856,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,910,380
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 name2022-12-31THE HIGHLANDS ACCOUNTING GROUP, INC
Accountancy firm EIN2022-12-31823217974
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,987,465
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,971,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,910,380
Value of total corrective distributions2022-01-01$10,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,202,623
Value of total assets at end of year2022-01-01$34,075,263
Value of total assets at beginning of year2022-01-01$39,034,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$50,963
Total interest from all sources2022-01-01$33,378
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$282,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$282,571
Administrative expenses professional fees incurred2022-01-01$8,800
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$4,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,346,215
Participant contributions at end of year2022-01-01$730,784
Participant contributions at beginning of year2022-01-01$704,170
Administrative expenses (other) incurred2022-01-01$12,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,959,205
Value of net assets at end of year (total assets less liabilities)2022-01-01$34,075,263
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$39,034,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$7,558,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$9,321,383
Interest on participant loans2022-01-01$33,188
Value of interest in common/collective trusts at end of year2022-01-01$25,779,541
Value of interest in common/collective trusts at beginning of year2022-01-01$21,028,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$6,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$7,980,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,231,706
Net investment gain or loss from common/collective trusts2022-01-01$-3,274,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$0
Assets. Invements in employer securities at beginning of year2022-01-01$0
Contributions received in cash from employer2022-01-01$856,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,910,380
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01THE HIGHLANDS ACCOUNTING GROUP, INC
Accountancy firm EIN2022-01-01823217974
2021 : BROWN JORDAN INTERNATIONAL, 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$7,801,226
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,609,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,293,143
Expenses. Certain deemed distributions of participant loans2021-12-31$-571
Value of total corrective distributions2021-12-31$17,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,423,906
Value of total assets at end of year2021-12-31$39,034,468
Value of total assets at beginning of year2021-12-31$36,843,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$300,010
Total interest from all sources2021-12-31$313,670
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,727
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$18,727
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$2,119,058
Participant contributions at end of year2021-12-31$704,170
Participant contributions at beginning of year2021-12-31$713,298
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$521,319
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$500,483
Administrative expenses (other) incurred2021-12-31$2,801
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$2,191,246
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,034,468
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,843,222
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
Investment advisory and management fees2021-12-31$275,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,321,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,816,560
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$30,886
Interest earned on other investments2021-12-31$282,784
Value of interest in common/collective trusts at end of year2021-12-31$21,028,468
Value of interest in common/collective trusts at beginning of year2021-12-31$18,694,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,980,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,619,152
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$37,590
Net investment gain/loss from pooled separate accounts2021-12-31$1,400,080
Net investment gain or loss from common/collective trusts2021-12-31$2,106,770
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$783,529
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,293,143
Contract administrator fees2021-12-31$21,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31KELLUM, WILSON+ ASSOCIATES, P.C.
Accountancy firm EIN2021-12-31630910369
2020 : BROWN JORDAN INTERNATIONAL, 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$6,397,737
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,755,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,423,605
Expenses. Certain deemed distributions of participant loans2020-12-31$16,864
Value of total corrective distributions2020-12-31$24,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,515,432
Value of total assets at end of year2020-12-31$36,843,222
Value of total assets at beginning of year2020-12-31$36,200,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$290,090
Total interest from all sources2020-12-31$362,881
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,970
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$2,970
Administrative expenses professional fees incurred2020-12-31$10,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
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$2,048,813
Participant contributions at end of year2020-12-31$713,298
Participant contributions at beginning of year2020-12-31$841,246
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,539
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,367
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$642,635
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,843,222
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,200,587
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$256,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,816,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,616,792
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$42,581
Interest earned on other investments2020-12-31$320,300
Value of interest in common/collective trusts at end of year2020-12-31$18,694,212
Value of interest in common/collective trusts at beginning of year2020-12-31$19,090,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,619,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,652,445
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$79,273
Net investment gain/loss from pooled separate accounts2020-12-31$1,239,911
Net investment gain or loss from common/collective trusts2020-12-31$2,197,270
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$447,080
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,423,605
Contract administrator fees2020-12-31$22,700
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 name2020-12-31HULLETT, KELLUM & ASSOCIATES
Accountancy firm EIN2020-12-31630910369
2019 : BROWN JORDAN INTERNATIONAL, 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$9,369,770
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,424,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,156,861
Expenses. Certain deemed distributions of participant loans2019-12-31$3,679
Value of total corrective distributions2019-12-31$5,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,196,537
Value of total assets at end of year2019-12-31$36,200,587
Value of total assets at beginning of year2019-12-31$30,255,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$258,550
Total interest from all sources2019-12-31$367,313
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,071
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$3,071
Administrative expenses professional fees incurred2019-12-31$8,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$2,346,205
Participant contributions at end of year2019-12-31$841,246
Participant contributions at beginning of year2019-12-31$787,847
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$960,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,780
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$5,945,168
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,200,587
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,255,419
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
Investment advisory and management fees2019-12-31$226,905
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,616,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,990,719
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$48,821
Interest earned on other investments2019-12-31$318,492
Value of interest in common/collective trusts at end of year2019-12-31$19,090,104
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,652,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,476,853
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,979
Net investment gain/loss from pooled separate accounts2019-12-31$3,159,873
Net investment gain or loss from common/collective trusts2019-12-31$1,631,997
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$890,026
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,156,861
Contract administrator fees2019-12-31$21,365
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 name2019-12-31HULLETT, KELLUM & ASSOCIATES
Accountancy firm EIN2019-12-31630910369
2018 : BROWN JORDAN INTERNATIONAL, 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$2,402,152
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,494,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,282,318
Expenses. Certain deemed distributions of participant loans2018-12-31$745
Value of total corrective distributions2018-12-31$4,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,372,679
Value of total assets at end of year2018-12-31$30,255,419
Value of total assets at beginning of year2018-12-31$30,348,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$207,285
Total interest from all sources2018-12-31$312,982
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,086
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$1,086
Administrative expenses professional fees incurred2018-12-31$8,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$2,293,908
Participant contributions at end of year2018-12-31$787,847
Participant contributions at beginning of year2018-12-31$619,692
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$204,827
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-92,767
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,255,419
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,348,186
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
Investment advisory and management fees2018-12-31$178,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,990,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,535,890
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$33,513
Interest earned on other investments2018-12-31$279,469
Value of interest in common/collective trusts at end of year2018-12-31$0
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$8,476,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,192,604
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,759
Net investment gain/loss from pooled separate accounts2018-12-31$-1,276,836
Net investment gain or loss from common/collective trusts2018-12-31$0
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$873,944
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,282,318
Contract administrator fees2018-12-31$17,514
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 name2018-12-31KELLUM, WILSON AND ASSOCIATES
Accountancy firm EIN2018-12-31630910369
2017 : BROWN JORDAN INTERNATIONAL, 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$6,694,183
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,502,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,427,618
Expenses. Certain deemed distributions of participant loans2017-12-31$1,801
Value of total corrective distributions2017-12-31$5,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,486,251
Value of total assets at end of year2017-12-31$30,348,186
Value of total assets at beginning of year2017-12-31$28,156,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,044
Total interest from all sources2017-12-31$236,889
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Administrative expenses professional fees incurred2017-12-31$10,144
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,199,613
Participant contributions at end of year2017-12-31$619,692
Participant contributions at beginning of year2017-12-31$836,388
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$449,839
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
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$2,191,687
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,348,186
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,156,499
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
Investment advisory and management fees2017-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,535,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,138,237
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$31,768
Interest earned on other investments2017-12-31$205,121
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,192,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,181,874
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$2,971,043
Net investment gain or loss from common/collective trusts2017-12-31$0
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$836,799
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,427,618
Contract administrator fees2017-12-31$17,900
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 name2017-12-31KELLUM, WILSON & ASSOCIATES
Accountancy firm EIN2017-12-31630910369
2016 : BROWN JORDAN INTERNATIONAL, 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$11,934,859
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,218,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,138,602
Expenses. Certain deemed distributions of participant loans2016-12-31$4,351
Value of total corrective distributions2016-12-31$22,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,132,368
Value of total assets at end of year2016-12-31$28,156,499
Value of total assets at beginning of year2016-12-31$18,440,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,416
Total interest from all sources2016-12-31$265,698
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$0
Administrative expenses professional fees incurred2016-12-31$10,278
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
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$2,181,650
Participant contributions at end of year2016-12-31$836,388
Participant contributions at beginning of year2016-12-31$458,502
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,113,011
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$164
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$9,716,404
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,156,499
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,440,095
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
Investment advisory and management fees2016-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,552,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,751,175
Value of interest in pooled separate accounts at end of year2016-12-31$585,678
Value of interest in pooled separate accounts at beginning of year2016-12-31$567,768
Interest on participant loans2016-12-31$41,852
Interest earned on other investments2016-12-31$223,846
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,181,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,662,650
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$1,536,793
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$837,707
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,138,602
Contract administrator fees2016-12-31$12,974
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 name2016-12-31KELLUM, WILSON & ASSOCIATES
Accountancy firm EIN2016-12-31630910369
2015 : BROWN JORDAN INTERNATIONAL, 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$1,749,523
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,486,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,440,604
Expenses. Certain deemed distributions of participant loans2015-12-31$942
Value of total corrective distributions2015-12-31$17,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,837,010
Value of total assets at end of year2015-12-31$18,440,095
Value of total assets at beginning of year2015-12-31$18,177,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,720
Total interest from all sources2015-12-31$190,925
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$0
Administrative expenses professional fees incurred2015-12-31$14,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
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$1,168,433
Participant contributions at end of year2015-12-31$458,502
Participant contributions at beginning of year2015-12-31$320,617
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$208,413
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
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$263,052
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,440,095
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,177,043
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$6,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,318,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,789,641
Interest on participant loans2015-12-31$17,129
Interest earned on other investments2015-12-31$173,796
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,662,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,066,785
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-278,412
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$460,164
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,440,604
Contract administrator fees2015-12-31$7,211
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 name2015-12-31KELLUM, WILSON & ASSOCIATES
Accountancy firm EIN2015-12-31630910369
2014 : BROWN JORDAN INTERNATIONAL, 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$2,546,324
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,460,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,432,784
Expenses. Certain deemed distributions of participant loans2014-12-31$2,738
Value of total corrective distributions2014-12-31$17,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,538,873
Value of total assets at end of year2014-12-31$18,177,043
Value of total assets at beginning of year2014-12-31$17,091,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,120
Total interest from all sources2014-12-31$145,114
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
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-interest2014-12-31No
Contributions received from participants2014-12-31$1,027,368
Participant contributions at end of year2014-12-31$320,617
Participant contributions at beginning of year2014-12-31$255,351
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$98,043
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
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
Value of net income/loss2014-12-31$1,086,021
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,177,043
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,091,022
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$13,789,641
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,103,135
Interest on participant loans2014-12-31$11,635
Interest earned on other investments2014-12-31$133,479
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,066,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,732,536
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$862,337
Net investment gain or loss from common/collective trusts2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$413,462
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,432,784
Contract administrator fees2014-12-31$7,120
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 name2014-12-31KELLUM, WILSON & ASSOCIATES
Accountancy firm EIN2014-12-31630910369
2013 : BROWN JORDAN INTERNATIONAL, 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$0
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$3,800,424
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$958,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$930,147
Expenses. Certain deemed distributions of participant loans2013-12-31$14,028
Value of total corrective distributions2013-12-31$1,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,703,815
Value of total assets at end of year2013-12-31$17,091,022
Value of total assets at beginning of year2013-12-31$14,249,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,100
Total interest from all sources2013-12-31$144,733
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$0
Administrative expenses professional fees incurred2013-12-31$7,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
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$988,985
Participant contributions at end of year2013-12-31$255,351
Participant contributions at beginning of year2013-12-31$429,911
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$339,158
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$125
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$2,841,969
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,091,022
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,249,053
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
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$13,103,135
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,526,831
Interest on participant loans2013-12-31$13,591
Interest earned on other investments2013-12-31$131,142
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,732,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,292,311
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$1,951,876
Net investment gain or loss from common/collective trusts2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$375,672
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$930,147
Contract administrator fees2013-12-31$5,975
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 name2013-12-31KELLUM, WILSON & ASSOCIATES
Accountancy firm EIN2013-12-31630910369
2012 : BROWN JORDAN INTERNATIONAL, 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$2,579,636
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,120,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,092,972
Expenses. Certain deemed distributions of participant loans2012-12-31$3,068
Value of total corrective distributions2012-12-31$9,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,221,904
Value of total assets at end of year2012-12-31$14,249,053
Value of total assets at beginning of year2012-12-31$12,790,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,129
Total interest from all sources2012-12-31$156,030
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Administrative expenses professional fees incurred2012-12-31$7,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$881,946
Participant contributions at end of year2012-12-31$429,911
Participant contributions at beginning of year2012-12-31$392,780
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$331
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$457
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$1,458,788
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,249,053
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,790,265
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
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$10,526,831
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,112,345
Interest on participant loans2012-12-31$18,517
Interest earned on other investments2012-12-31$137,513
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,292,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,285,140
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,201,702
Net investment gain or loss from common/collective trusts2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$339,627
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,092,972
Contract administrator fees2012-12-31$7,672
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 name2012-12-31KELLUM, WILSON & ASSOCIATES
Accountancy firm EIN2012-12-31630910369
2011 : BROWN JORDAN INTERNATIONAL, 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$1,138,254
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$866,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$848,130
Expenses. Certain deemed distributions of participant loans2011-12-31$2,704
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,079,128
Value of total assets at end of year2011-12-31$12,790,265
Value of total assets at beginning of year2011-12-31$12,518,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,962
Total interest from all sources2011-12-31$162,241
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$0
Administrative expenses professional fees incurred2011-12-31$7,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$834,104
Participant contributions at end of year2011-12-31$392,780
Participant contributions at beginning of year2011-12-31$370,232
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,779
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$271,458
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,790,265
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,518,807
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
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$9,112,345
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,616,905
Interest on participant loans2011-12-31$17,319
Interest earned on other investments2011-12-31$144,922
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,285,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,531,670
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-103,115
Net investment gain or loss from common/collective trusts2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$242,052
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$848,130
Contract administrator fees2011-12-31$7,183
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 name2011-12-31BEN DOUGHTY KELLUM WILSON & ASSOCI
Accountancy firm EIN2011-12-31063091036
2010 : BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,258,045
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,701,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,585,518
Expenses. Certain deemed distributions of participant loans2010-12-31$5,009
Value of total corrective distributions2010-12-31$92,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$940,912
Value of total assets at end of year2010-12-31$12,518,807
Value of total assets at beginning of year2010-12-31$11,962,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,807
Total interest from all sources2010-12-31$137,292
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$7,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$798,226
Participant contributions at end of year2010-12-31$370,232
Participant contributions at beginning of year2010-12-31$430,934
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,707
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$3,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$556,259
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,518,807
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,962,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$9,616,905
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,294,651
Interest on participant loans2010-12-31$20,306
Interest earned on other investments2010-12-31$116,986
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,531,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,236,963
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$1,179,841
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$139,979
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,585,518
Contract administrator fees2010-12-31$8,548
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KELLUM, WILSON & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31630910369
2009 : BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN

2023: BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BROWN JORDAN INTERNATIONAL, 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: BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: BROWN JORDAN INTERNATIONAL, 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: BROWN JORDAN INTERNATIONAL, 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: BROWN JORDAN INTERNATIONAL, 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: BROWN JORDAN INTERNATIONAL, 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROWN JORDAN INTERNATIONAL, 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROWN JORDAN INTERNATIONAL, 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROWN JORDAN INTERNATIONAL, 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROWN JORDAN INTERNATIONAL, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROWN JORDAN INTERNATIONAL, 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROWN JORDAN INTERNATIONAL, 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BROWN JORDAN INTERNATIONAL, 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
Insurance contract or identification numberFL 52015
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 52015
Policy instance 1

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