CARLSON, BRIGANCE AND DOERING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN
401k plan membership statisitcs for CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN
Measure | Date | Value |
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2022: CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 56 |
Total of all active and inactive participants | 2022-01-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 166 |
Number of participants with account balances | 2022-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 41 |
Total of all active and inactive participants | 2021-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 143 |
Number of participants with account balances | 2021-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2009: CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11 |
Total of all active and inactive participants | 2009-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 39 |
Number of participants with account balances | 2009-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
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2022 : CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-140,595 |
Total of all expenses incurred | 2022-12-31 | $119,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $81,010 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $2,670 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $955,162 |
Value of total assets at end of year | 2022-12-31 | $7,718,236 |
Value of total assets at beginning of year | 2022-12-31 | $7,978,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $35,680 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $35,680 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $550,023 |
Participant contributions at end of year | 2022-12-31 | $112,812 |
Participant contributions at beginning of year | 2022-12-31 | $96,421 |
Participant contributions at end of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $55,462 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-259,955 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,718,236 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,978,191 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,605,424 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,881,770 |
Interest on participant loans | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,095,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $349,677 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $81,010 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PRICEKUBECKA, PLLC |
Accountancy firm EIN | 2022-12-31 | 752783674 |
2021 : CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $1,855,911 |
Total of all expenses incurred | 2021-12-31 | $1,280,698 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,243,236 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $807,356 |
Value of total assets at end of year | 2021-12-31 | $7,978,191 |
Value of total assets at beginning of year | 2021-12-31 | $7,402,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $37,462 |
Total interest from all sources | 2021-12-31 | $6,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $37,462 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $481,348 |
Participant contributions at end of year | 2021-12-31 | $96,421 |
Participant contributions at beginning of year | 2021-12-31 | $54,260 |
Participant contributions at end of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $40,202 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $575,213 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,978,191 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,402,978 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,881,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,348,718 |
Interest on participant loans | 2021-12-31 | $6,086 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,042,469 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $285,806 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,243,236 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRICEKUBECKA, PLLC |
Accountancy firm EIN | 2021-12-31 | 752783674 |