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BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 005

BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BROULIM'S SUPER MARKET, INC. has sponsored the creation of one or more 401k plans.

Company Name:BROULIM'S SUPER MARKET, INC.
Employer identification number (EIN):820185104
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-04-01
0052021-04-01
0052020-04-01
0052019-04-01
0052018-04-01
0052018-04-01
0052017-04-01MARK OSWALD
0052016-04-01MARK OSWALD
0052015-04-01MARK OSWALD
0052015-04-01MARK OSWALD
0052014-04-01MARK OSWALD

Plan Statistics for BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01686
Total number of active participants reported on line 7a of the Form 55002022-04-01528
Number of retired or separated participants receiving benefits2022-04-018
Number of other retired or separated participants entitled to future benefits2022-04-01144
Total of all active and inactive participants2022-04-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-014
Total participants2022-04-01684
Number of participants with account balances2022-04-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0173
2021: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01685
Total number of active participants reported on line 7a of the Form 55002021-04-01516
Number of retired or separated participants receiving benefits2021-04-015
Number of other retired or separated participants entitled to future benefits2021-04-01119
Total of all active and inactive participants2021-04-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-012
Total participants2021-04-01642
Number of participants with account balances2021-04-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0175
2020: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01590
Total number of active participants reported on line 7a of the Form 55002020-04-01526
Number of retired or separated participants receiving benefits2020-04-015
Number of other retired or separated participants entitled to future benefits2020-04-0193
Total of all active and inactive participants2020-04-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-011
Total participants2020-04-01625
Number of participants with account balances2020-04-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0172
2019: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01540
Total number of active participants reported on line 7a of the Form 55002019-04-01496
Number of retired or separated participants receiving benefits2019-04-013
Number of other retired or separated participants entitled to future benefits2019-04-0161
Total of all active and inactive participants2019-04-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01560
Number of participants with account balances2019-04-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0111
2018: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01529
Total number of active participants reported on line 7a of the Form 55002018-04-01456
Number of retired or separated participants receiving benefits2018-04-012
Number of other retired or separated participants entitled to future benefits2018-04-0152
Total of all active and inactive participants2018-04-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-011
Total participants2018-04-01511
Number of participants with account balances2018-04-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0157
2017: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01531
Total number of active participants reported on line 7a of the Form 55002017-04-01425
Number of retired or separated participants receiving benefits2017-04-011
Number of other retired or separated participants entitled to future benefits2017-04-0170
Total of all active and inactive participants2017-04-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-011
Total participants2017-04-01497
Number of participants with account balances2017-04-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0177
2016: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01426
Total number of active participants reported on line 7a of the Form 55002016-04-01426
Number of retired or separated participants receiving benefits2016-04-011
Number of other retired or separated participants entitled to future benefits2016-04-0166
Total of all active and inactive participants2016-04-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011
Total participants2016-04-01494
Number of participants with account balances2016-04-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0156
2015: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01389
Total number of active participants reported on line 7a of the Form 55002015-04-01388
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01388
Number of participants with account balances2015-04-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01565
Total number of active participants reported on line 7a of the Form 55002014-04-01387
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01387
Number of participants with account balances2014-04-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010

Financial Data on BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$1,299,753
Total unrealized appreciation/depreciation of assets2023-03-31$1,299,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$22,760,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$23,115,452
Expenses. Interest paid2023-03-31$789,432
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-03-31$789,432
Total income from all sources (including contributions)2023-03-31$2,953,733
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$891,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$92,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,724,813
Value of total assets at end of year2023-03-31$15,585,796
Value of total assets at beginning of year2023-03-31$13,878,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$9,802
Total interest from all sources2023-03-31$908
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$38,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$30,759
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$100,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$22,668,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$23,032,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$2,062,316
Value of net assets at end of year (total assets less liabilities)2023-03-31$-7,175,131
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$-9,237,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$9,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$1,386,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$1,487,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$629,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$15,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$15,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-110,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Assets. Invements in employer securities at end of year2023-03-31$11,599,083
Assets. Invements in employer securities at beginning of year2023-03-31$10,299,328
Contributions received in cash from employer2023-03-31$1,724,813
Employer contributions (assets) at end of year2023-03-31$1,724,813
Employer contributions (assets) at beginning of year2023-03-31$1,718,952
Income. Dividends from common stock2023-03-31$7,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$92,183
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$245,804
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$257,018
Liabilities. Value of benefit claims payable at end of year2023-03-31$92,183
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$83,335
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31WIPFLI LLP
Accountancy firm EIN2023-03-31390758449
2022 : BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$296,147
Total unrealized appreciation/depreciation of assets2022-03-31$296,147
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$23,115,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$23,383,055
Expenses. Interest paid2022-03-31$801,869
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-03-31$801,869
Total income from all sources (including contributions)2022-03-31$2,008,400
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$894,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$83,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$1,718,952
Value of total assets at end of year2022-03-31$13,878,005
Value of total assets at beginning of year2022-03-31$13,031,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$9,390
Total interest from all sources2022-03-31$5
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$36,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$30,402
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$100,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$23,032,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$22,703,385
Liabilities. Value of operating payables at beginning of year2022-03-31$679,670
Total non interest bearing cash at beginning of year2022-03-31$275,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$1,113,806
Value of net assets at end of year (total assets less liabilities)2022-03-31$-9,237,447
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$-10,351,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$9,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$1,487,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$997,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$15,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-43,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at end of year2022-03-31$10,299,328
Assets. Invements in employer securities at beginning of year2022-03-31$10,003,181
Contributions received in cash from employer2022-03-31$1,718,952
Employer contributions (assets) at end of year2022-03-31$1,718,952
Employer contributions (assets) at beginning of year2022-03-31$1,624,034
Income. Dividends from common stock2022-03-31$6,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$83,335
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$257,018
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$131,341
Liabilities. Value of benefit claims payable at end of year2022-03-31$83,335
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31WIPFLI LLP
Accountancy firm EIN2022-03-31390758449
2021 : BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$3,140,892
Total unrealized appreciation/depreciation of assets2021-03-31$3,140,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$23,383,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$23,724,658
Expenses. Interest paid2021-03-31$811,202
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-03-31$811,202
Total income from all sources (including contributions)2021-03-31$4,798,543
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$861,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$44,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$1,624,034
Value of total assets at end of year2021-03-31$13,031,802
Value of total assets at beginning of year2021-03-31$9,436,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$6,051
Total interest from all sources2021-03-31$33,617
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Administrative expenses professional fees incurred2021-03-31$6,051
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Liabilities. Value of operating payables at end of year2021-03-31$679,670
Liabilities. Value of operating payables at beginning of year2021-03-31$675,199
Total non interest bearing cash at end of year2021-03-31$275,393
Total non interest bearing cash at beginning of year2021-03-31$48,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$3,936,836
Value of net assets at end of year (total assets less liabilities)2021-03-31$-10,351,253
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$-14,288,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$997,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$760,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$33,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Assets. Invements in employer securities at end of year2021-03-31$10,003,181
Assets. Invements in employer securities at beginning of year2021-03-31$7,000,581
Contributions received in cash from employer2021-03-31$1,624,034
Employer contributions (assets) at end of year2021-03-31$1,624,034
Employer contributions (assets) at beginning of year2021-03-31$1,575,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$44,454
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$131,341
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$51,950
Liabilities. Value of benefit claims payable at end of year2021-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$0
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Liabilities. Value of acquisition indebtedness at end of year2021-03-31$22,703,385
Liabilities. Value of acquisition indebtedness at beginning of year2021-03-31$23,049,459
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31WIPFLI LLP
Accountancy firm EIN2021-03-31390758449
2020 : BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$2,109,945
Total unrealized appreciation/depreciation of assets2020-03-31$2,109,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$23,724,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$24,050,497
Expenses. Interest paid2020-03-31$827,306
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-03-31$827,306
Total income from all sources (including contributions)2020-03-31$3,700,326
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$890,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$60,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$1,575,202
Value of total assets at end of year2020-03-31$9,436,569
Value of total assets at beginning of year2020-03-31$6,952,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$2,590
Total interest from all sources2020-03-31$15,179
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Administrative expenses professional fees incurred2020-03-31$2,590
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Liabilities. Value of operating payables at end of year2020-03-31$675,199
Liabilities. Value of operating payables at beginning of year2020-03-31$666,327
Total non interest bearing cash at end of year2020-03-31$48,229
Total non interest bearing cash at beginning of year2020-03-31$38,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$2,809,720
Value of net assets at end of year (total assets less liabilities)2020-03-31$-14,288,089
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$-17,097,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$760,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$249,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$323,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$323,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$15,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Assets. Invements in employer securities at end of year2020-03-31$7,000,581
Assets. Invements in employer securities at beginning of year2020-03-31$4,777,506
Contributions received in cash from employer2020-03-31$1,575,202
Employer contributions (assets) at end of year2020-03-31$1,575,202
Employer contributions (assets) at beginning of year2020-03-31$1,534,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$60,710
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$51,950
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$29,817
Liabilities. Value of benefit claims payable at end of year2020-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$339
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Liabilities. Value of acquisition indebtedness at end of year2020-03-31$23,049,459
Liabilities. Value of acquisition indebtedness at beginning of year2020-03-31$23,383,831
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31WIPFLI LLP
Accountancy firm EIN2020-03-31390758449
2019 : BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$-596,489
Total unrealized appreciation/depreciation of assets2019-03-31$-596,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$24,050,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$24,362,860
Expenses. Interest paid2019-03-31$840,103
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-03-31$840,103
Total income from all sources (including contributions)2019-03-31$950,659
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$912,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$70,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$1,534,039
Value of total assets at end of year2019-03-31$6,952,688
Value of total assets at beginning of year2019-03-31$7,227,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$1,985
Total interest from all sources2019-03-31$13,109
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$1,985
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Assets. Other investments not covered elsewhere at end of year2019-03-31$96,383
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$76,801
Liabilities. Value of operating payables at end of year2019-03-31$666,327
Liabilities. Value of operating payables at beginning of year2019-03-31$655,965
Total non interest bearing cash at end of year2019-03-31$38,648
Total non interest bearing cash at beginning of year2019-03-31$77,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$37,956
Value of net assets at end of year (total assets less liabilities)2019-03-31$-17,097,809
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$-17,135,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$182,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$195,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$323,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$13,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Assets. Invements in employer securities at end of year2019-03-31$4,777,506
Assets. Invements in employer securities at beginning of year2019-03-31$5,373,995
Contributions received in cash from employer2019-03-31$1,534,039
Employer contributions (assets) at end of year2019-03-31$1,534,040
Employer contributions (assets) at beginning of year2019-03-31$1,502,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$70,615
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$29,817
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$28,551
Liabilities. Value of benefit claims payable at end of year2019-03-31$339
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$0
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Liabilities. Value of acquisition indebtedness at end of year2019-03-31$23,383,831
Liabilities. Value of acquisition indebtedness at beginning of year2019-03-31$23,706,895
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31WIPFLI LLP
Accountancy firm EIN2019-03-31390758449
2018 : BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$1,303,882
Total unrealized appreciation/depreciation of assets2018-03-31$1,303,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$24,362,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$24,681,125
Expenses. Interest paid2018-03-31$836,342
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-03-31$836,342
Total income from all sources (including contributions)2018-03-31$2,811,648
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$873,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$36,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$1,504,786
Value of total assets at end of year2018-03-31$7,227,095
Value of total assets at beginning of year2018-03-31$5,607,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$674
Total interest from all sources2018-03-31$2,980
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$674
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Assets. Other investments not covered elsewhere at end of year2018-03-31$76,801
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$1,801
Liabilities. Value of operating payables at end of year2018-03-31$655,965
Liabilities. Value of operating payables at beginning of year2018-03-31$933,529
Total non interest bearing cash at end of year2018-03-31$77,845
Total non interest bearing cash at beginning of year2018-03-31$71,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$1,937,907
Value of net assets at end of year (total assets less liabilities)2018-03-31$-17,135,765
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$-19,073,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$195,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$2,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Assets. Invements in employer securities at end of year2018-03-31$5,373,995
Assets. Invements in employer securities at beginning of year2018-03-31$4,066,178
Contributions received in cash from employer2018-03-31$1,504,786
Employer contributions (assets) at end of year2018-03-31$1,502,738
Employer contributions (assets) at beginning of year2018-03-31$1,469,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$36,725
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Liabilities. Value of acquisition indebtedness at end of year2018-03-31$23,706,895
Liabilities. Value of acquisition indebtedness at beginning of year2018-03-31$23,745,795
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31WIPFLI LLP
Accountancy firm EIN2018-03-31390758449
2017 : BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$1,954,404
Total unrealized appreciation/depreciation of assets2017-03-31$1,954,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$24,681,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$24,977,264
Expenses. Interest paid2017-03-31$854,866
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-03-31$854,866
Total income from all sources (including contributions)2017-03-31$3,425,275
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$857,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$2,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$1,470,871
Value of total assets at end of year2017-03-31$5,607,453
Value of total assets at beginning of year2017-03-31$3,335,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$0
Total interest from all sources2017-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$1,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$0
Liabilities. Value of operating payables at end of year2017-03-31$933,529
Liabilities. Value of operating payables at beginning of year2017-03-31$650,183
Total non interest bearing cash at end of year2017-03-31$71,404
Total non interest bearing cash at beginning of year2017-03-31$501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$2,567,740
Value of net assets at end of year (total assets less liabilities)2017-03-31$-19,073,672
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$-21,641,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Assets. Invements in employer securities at end of year2017-03-31$4,066,178
Assets. Invements in employer securities at beginning of year2017-03-31$2,111,773
Contributions received in cash from employer2017-03-31$1,470,871
Employer contributions (assets) at end of year2017-03-31$1,469,871
Employer contributions (assets) at beginning of year2017-03-31$1,223,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$2,669
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Liabilities. Value of acquisition indebtedness at end of year2017-03-31$23,745,795
Liabilities. Value of acquisition indebtedness at beginning of year2017-03-31$24,327,081
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31WIPFLI LLP
Accountancy firm EIN2017-03-31390758449
2016 : BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-9,610,000
Total unrealized appreciation/depreciation of assets2016-03-31$-9,610,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$25,479,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Expenses. Interest paid2016-03-31$861,639
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-03-31$861,639
Total income from all sources (including contributions)2016-03-31$-8,456,693
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$861,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$1,153,307
Value of total assets at end of year2016-03-31$18,843,307
Value of total assets at beginning of year2016-03-31$2,681,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$0
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Liabilities. Value of operating payables at end of year2016-03-31$1,152,806
Liabilities. Value of operating payables at beginning of year2016-03-31$0
Total non interest bearing cash at end of year2016-03-31$501
Total non interest bearing cash at beginning of year2016-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-9,318,332
Value of net assets at end of year (total assets less liabilities)2016-03-31$-6,636,580
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$2,681,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Assets. Invements in employer securities at end of year2016-03-31$17,690,000
Assets. Invements in employer securities at beginning of year2016-03-31$0
Contributions received in cash from employer2016-03-31$1,153,307
Employer contributions (assets) at end of year2016-03-31$1,152,806
Employer contributions (assets) at beginning of year2016-03-31$2,681,752
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Liabilities. Value of acquisition indebtedness at end of year2016-03-31$24,327,081
Liabilities. Value of acquisition indebtedness at beginning of year2016-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31WIPFLI LLP
Accountancy firm EIN2016-03-31390758449
2015 : BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$2,681,752
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$2,681,752
Value of total assets at end of year2015-03-31$2,681,752
Value of total assets at beginning of year2015-03-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$0
Total interest from all sources2015-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31No
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$2,681,752
Value of net assets at end of year (total assets less liabilities)2015-03-31$2,681,752
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$2,681,752
Employer contributions (assets) at end of year2015-03-31$2,681,752
Employer contributions (assets) at beginning of year2015-03-31$0
Did the plan have assets held for investment2015-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31WIPFLI LLP
Accountancy firm EIN2015-03-31390758449

Form 5500 Responses for BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN

2022: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedYes
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01First time form 5500 has been submittedYes
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes

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