401k Plan data: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN plan

TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

TEAM BRANDT, LLC 401(K) AND PROFIT SHARING 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEAM BRANDT, LLC has sponsored the creation of one or more 401k plans.

Company Name: TEAM BRANDT, LLC

Employer identification number (EIN): 843496095

NAIC Classification: 115110

Additional information about TEAM BRANDT, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2019-10-23

Company Identification Number: L19000255794

Legal Registered Office Address: 1216 OLD HOPEWELL RD.

TAMPA

33619

More information about TEAM BRANDT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01

Plan Statistics for TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 641
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 599
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 94
Total of all active and inactive participants 2022-01-01 700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 6
Total participants 2022-01-01 706
Number of participants with account balances 2022-01-01 566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 13
2021: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 611
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 565
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 65
Total of all active and inactive participants 2021-01-01 637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 641
Number of participants with account balances 2021-01-01 504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 582
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 537
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 60
Total of all active and inactive participants 2020-01-01 608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 611
Number of participants with account balances 2020-01-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6

Measure	Date	Value
2022: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	641
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	599
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	94
Total of all active and inactive participants	2022-01-01	700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	6
Total participants	2022-01-01	706
Number of participants with account balances	2022-01-01	566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	13
2021: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	611
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	565
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	65
Total of all active and inactive participants	2021-01-01	637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	641
Number of participants with account balances	2021-01-01	504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	582
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	537
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	60
Total of all active and inactive participants	2020-01-01	608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	611
Number of participants with account balances	2020-01-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6

Financial Data on TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2022 : TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,248,657
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,832,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,824,399
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,846,256
Value of total assets at end of year	2022-12-31	$68,373,648
Value of total assets at beginning of year	2022-12-31	$77,454,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,060
Total interest from all sources	2022-12-31	$34,027
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,098,724
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	$2,098,724
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$3,682,582
Participant contributions at end of year	2022-12-31	$659,349
Participant contributions at beginning of year	2022-12-31	$680,878
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,981,703
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$3,543,708
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,193,674
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-878,053
Administrative expenses (other) incurred	2022-12-31	$8,060
Total non interest bearing cash at end of year	2022-12-31	$150
Total non interest bearing cash at beginning of year	2022-12-31	$175
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-9,081,116
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$68,373,648
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$77,454,764
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$53,173,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$62,765,242
Interest on participant loans	2022-12-31	$34,004
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$9,588,977
Value of interest in common/collective trusts at beginning of year	2022-12-31	$8,704,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$23
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,448,804
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$99,193
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$1,970,000
Employer contributions (assets) at end of year	2022-12-31	$1,970,000
Employer contributions (assets) at beginning of year	2022-12-31	$1,760,000
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,824,399
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KERBER, ECK, & BRAEKEL LLP
Accountancy firm EIN	2022-12-31	430352985
2021 : TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$14,944,090
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,098,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,091,620
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,999,092
Value of total assets at end of year	2021-12-31	$77,454,764
Value of total assets at beginning of year	2021-12-31	$69,609,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,300
Total interest from all sources	2021-12-31	$37,943
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,113,222
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	$3,113,222
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,228,501
Participant contributions at end of year	2021-12-31	$680,878
Participant contributions at beginning of year	2021-12-31	$768,880
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$3,543,708
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,616,820
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$10,591
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$355,637
Administrative expenses (other) incurred	2021-12-31	$7,300
Total non interest bearing cash at end of year	2021-12-31	$175
Total non interest bearing cash at beginning of year	2021-12-31	$100
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$7,845,170
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$77,454,764
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$69,609,594
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$62,765,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$57,979,707
Interest on participant loans	2021-12-31	$37,942
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$8,704,567
Value of interest in common/collective trusts at beginning of year	2021-12-31	$5,918,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,392,720
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$45,476
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$1,760,000
Employer contributions (assets) at end of year	2021-12-31	$1,760,000
Employer contributions (assets) at beginning of year	2021-12-31	$1,325,000
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,091,620
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KERBER, ECK, & BRAEKEL LLP
Accountancy firm EIN	2021-12-31	430352985
2020 : TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$14,033,021
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,521,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,513,414
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,396,370
Value of total assets at end of year	2020-12-31	$69,609,594
Value of total assets at beginning of year	2020-12-31	$61,098,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,205
Total interest from all sources	2020-12-31	$43,882
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,809,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,809,047
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,000,524
Participant contributions at end of year	2020-12-31	$768,880
Participant contributions at beginning of year	2020-12-31	$709,733
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,616,820
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,191,062
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$70,846
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$454,307
Administrative expenses (other) incurred	2020-12-31	$8,205
Total non interest bearing cash at end of year	2020-12-31	$100
Total non interest bearing cash at beginning of year	2020-12-31	$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$8,511,402
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$69,609,594
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$61,098,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$57,979,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$51,877,263
Interest on participant loans	2020-12-31	$43,875
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$5,918,893
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,307,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$7
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,256,475
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$72,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$1,325,000
Employer contributions (assets) at end of year	2020-12-31	$1,325,000
Employer contributions (assets) at beginning of year	2020-12-31	$1,012,531
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,513,414
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KERBER, ECK, & BRAEKEL LLP
Accountancy firm EIN	2020-12-31	430352985

Form 5500 Responses for TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN

2022: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TEAM BRANDT, LLC
Employer identification number (EIN):	843496095
NAIC Classification:	115110

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2019-10-23
Company Identification Number:	L19000255794
Legal Registered Office Address:	1216 OLD HOPEWELL RD. TAMPA 33619