401k Plan data: THE BRAMLETT AGENCY, INC. 401(K) PLAN plan

THE BRAMLETT AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE BRAMLETT AGENCY, INC. 401(K) PLAN
Plan identification number	001

THE BRAMLETT AGENCY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

THE BRAMLETT AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE BRAMLETT AGENCY, INC.

Employer identification number (EIN): 731418307

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BRAMLETT AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 NEIL JOHNSON
001 2016-01-01 NEIL JOHNSON
001 2015-01-01 NEIL JOHNSON
001 2014-01-01 NEIL JOHNSON
001 2013-01-01 NEIL JOHNSON
001 2012-01-01 NEIL JOHNSON NEIL JOHNSON 2013-10-15
001 2011-01-01 JODIE DOUGLASS
001 2010-01-01 NEIL E. JOHNSON 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	NEIL JOHNSON
001	2016-01-01	NEIL JOHNSON
001	2015-01-01	NEIL JOHNSON
001	2014-01-01	NEIL JOHNSON
001	2013-01-01	NEIL JOHNSON
001	2012-01-01	NEIL JOHNSON		NEIL JOHNSON	2013-10-15
001	2011-01-01	JODIE DOUGLASS
001	2010-01-01	NEIL E. JOHNSON	2011-10-05

Plan Statistics for THE BRAMLETT AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for THE BRAMLETT AGENCY, INC. 401(K) PLAN

Measure Date Value
2016: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
2015: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 15
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
2014: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 17
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 16
2012: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2016: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
2015: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	15
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
2014: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	17
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	16
2012: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THE BRAMLETT AGENCY, INC. 401(K) PLAN

Measure	Date	Value
2016 : THE BRAMLETT AGENCY, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-10-21	$0
Total plan liabilities at end of year	2016-10-21	$0
Total plan liabilities at beginning of year	2016-10-21	$0
Total income from all sources	2016-10-21	$-82,912
Expenses. Total of all expenses incurred	2016-10-21	$1,577,845
Benefits paid (including direct rollovers)	2016-10-21	$1,577,572
Total plan assets at end of year	2016-10-21	$0
Total plan assets at beginning of year	2016-10-21	$1,660,757
Value of fidelity bond covering the plan	2016-10-21	$100,000
Total contributions received or receivable from participants	2016-10-21	$0
Expenses. Other expenses not covered elsewhere	2016-10-21	$0
Contributions received from other sources (not participants or employers)	2016-10-21	$0
Other income received	2016-10-21	$-82,912
Noncash contributions received	2016-10-21	$0
Net income (gross income less expenses)	2016-10-21	$-1,660,757
Net plan assets at end of year (total assets less liabilities)	2016-10-21	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-10-21	$1,660,757
Assets. Value of participant loans	2016-10-21	$0
Total contributions received or receivable from employer(s)	2016-10-21	$0
Value of certain deemed distributions of participant loans	2016-10-21	$0
Value of corrective distributions	2016-10-21	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-21	$273
2015 : THE BRAMLETT AGENCY, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$188,451
Expenses. Total of all expenses incurred	2015-12-31	$2,039,797
Benefits paid (including direct rollovers)	2015-12-31	$2,009,035
Total plan assets at end of year	2015-12-31	$1,660,757
Total plan assets at beginning of year	2015-12-31	$3,512,103
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$154,426
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-53,879
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,851,346
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,660,757
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,512,103
Assets. Value of participant loans	2015-12-31	$20,434
Total contributions received or receivable from employer(s)	2015-12-31	$87,904
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$1,929
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$28,833
2014 : THE BRAMLETT AGENCY, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$510,161
Expenses. Total of all expenses incurred	2014-12-31	$34,765
Benefits paid (including direct rollovers)	2014-12-31	$6,666
Total plan assets at end of year	2014-12-31	$3,512,103
Total plan assets at beginning of year	2014-12-31	$3,036,707
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$143,685
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$73,290
Other income received	2014-12-31	$202,397
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$475,396
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,512,103
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,036,707
Assets. Value of participant loans	2014-12-31	$31,641
Total contributions received or receivable from employer(s)	2014-12-31	$90,789
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$28,099
2013 : THE BRAMLETT AGENCY, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$747,204
Expenses. Total of all expenses incurred	2013-12-31	$5,898
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,036,707
Total plan assets at beginning of year	2013-12-31	$2,295,401
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$140,225
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$518,427
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$741,306
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,036,707
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,295,401
Assets. Value of participant loans	2013-12-31	$45,898
Total contributions received or receivable from employer(s)	2013-12-31	$88,552
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,898
2012 : THE BRAMLETT AGENCY, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$497,626
Expenses. Total of all expenses incurred	2012-12-31	$119,515
Benefits paid (including direct rollovers)	2012-12-31	$80,990
Total plan assets at end of year	2012-12-31	$2,295,401
Total plan assets at beginning of year	2012-12-31	$1,917,290
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$126,165
Contributions received from other sources (not participants or employers)	2012-12-31	$37,243
Other income received	2012-12-31	$257,001
Net income (gross income less expenses)	2012-12-31	$378,111
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,295,401
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,917,290
Assets. Value of participant loans	2012-12-31	$51,166
Total contributions received or receivable from employer(s)	2012-12-31	$77,217
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$38,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE BRAMLETT AGENCY, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$141,085
Expenses. Total of all expenses incurred	2011-12-31	$7,045
Benefits paid (including direct rollovers)	2011-12-31	$7,045
Total plan assets at end of year	2011-12-31	$1,917,290
Total plan assets at beginning of year	2011-12-31	$1,783,250
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$111,535
Other income received	2011-12-31	$-45,419
Net income (gross income less expenses)	2011-12-31	$134,040
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,917,290
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,783,250
Assets. Value of participant loans	2011-12-31	$84,312
Total contributions received or receivable from employer(s)	2011-12-31	$74,969
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for THE BRAMLETT AGENCY, INC. 401(K) PLAN

2016: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE BRAMLETT AGENCY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE BRAMLETT AGENCY, INC.
Employer identification number (EIN):	731418307
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages