401k Plan data: THE COMPANY RETIREMENT PLAN plan

THE COMPANY RETIREMENT PLAN 401k Plan overview

Plan Name	THE COMPANY RETIREMENT PLAN
Plan identification number	001

THE COMPANY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

R.H. BROWN CO. has sponsored the creation of one or more 401k plans.

Company Name: R.H. BROWN CO.

Employer identification number (EIN): 910460510

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SCOTT LARSEN 2023-06-26
001 2021-01-01 SCOTT LARSEN 2022-07-13
001 2020-01-01 SCOTT LARSEN 2021-07-16
001 2019-01-01 SCOTT LARSEN 2020-10-15
001 2018-01-01 SCOTT LARSEN 2019-10-09
001 2017-01-01 SCOTT LARSEN
001 2016-01-01 SCOTT LARSEN
001 2015-01-01
001 2014-01-01 SCOTT LARSEN
001 2013-01-01 SCOTT LARSEN
001 2012-01-01 SCOTT LARSEN
001 2011-01-01 KIM A. BLANTON
001 2010-01-01 KIM A. BLANTON
001 2009-01-01 KIM A. BLANTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SCOTT LARSEN	2023-06-26
001	2021-01-01	SCOTT LARSEN	2022-07-13
001	2020-01-01	SCOTT LARSEN	2021-07-16
001	2019-01-01	SCOTT LARSEN	2020-10-15
001	2018-01-01	SCOTT LARSEN	2019-10-09
001	2017-01-01	SCOTT LARSEN
001	2016-01-01	SCOTT LARSEN
001	2015-01-01
001	2014-01-01	SCOTT LARSEN
001	2013-01-01	SCOTT LARSEN
001	2012-01-01	SCOTT LARSEN
001	2011-01-01	KIM A. BLANTON
001	2010-01-01	KIM A. BLANTON
001	2009-01-01	KIM A. BLANTON

Plan Statistics for THE COMPANY RETIREMENT PLAN

401k plan membership statisitcs for THE COMPANY RETIREMENT PLAN

Measure Date Value
2017: THE COMPANY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 23
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE COMPANY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE COMPANY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: THE COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE COMPANY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: THE COMPANY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	23
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE COMPANY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE COMPANY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: THE COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE COMPANY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE COMPANY RETIREMENT PLAN

Measure	Date	Value
2017 : THE COMPANY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$479,401
Expenses. Total of all expenses incurred	2017-12-31	$25,180
Benefits paid (including direct rollovers)	2017-12-31	$693
Total plan assets at end of year	2017-12-31	$2,462,465
Total plan assets at beginning of year	2017-12-31	$2,008,244
Value of fidelity bond covering the plan	2017-12-31	$195,000
Total contributions received or receivable from participants	2017-12-31	$112,855
Expenses. Other expenses not covered elsewhere	2017-12-31	$250
Other income received	2017-12-31	$311,521
Net income (gross income less expenses)	2017-12-31	$454,221
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,462,465
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,008,244
Assets. Value of participant loans	2017-12-31	$98,076
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$16,851
Total contributions received or receivable from employer(s)	2017-12-31	$55,025
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$24,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE COMPANY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$304,295
Expenses. Total of all expenses incurred	2016-12-31	$150,643
Benefits paid (including direct rollovers)	2016-12-31	$136,957
Total plan assets at end of year	2016-12-31	$2,008,244
Total plan assets at beginning of year	2016-12-31	$1,854,592
Value of fidelity bond covering the plan	2016-12-31	$195,000
Total contributions received or receivable from participants	2016-12-31	$102,448
Expenses. Other expenses not covered elsewhere	2016-12-31	$300
Other income received	2016-12-31	$163,956
Net income (gross income less expenses)	2016-12-31	$153,652
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,008,244
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,854,592
Assets. Value of participant loans	2016-12-31	$1,170
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$16,851
Total contributions received or receivable from employer(s)	2016-12-31	$37,891
Value of corrective distributions	2016-12-31	$5,579
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,807
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE COMPANY RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$98,017
Expenses. Total of all expenses incurred	2015-12-31	$61,203
Benefits paid (including direct rollovers)	2015-12-31	$60,533
Total plan assets at end of year	2015-12-31	$1,854,592
Total plan assets at beginning of year	2015-12-31	$1,817,778
Value of fidelity bond covering the plan	2015-12-31	$195,000
Total contributions received or receivable from participants	2015-12-31	$85,062
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-26,703
Net income (gross income less expenses)	2015-12-31	$36,814
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,854,592
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,817,778
Assets. Value of participant loans	2015-12-31	$18,335
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$17,337
Total contributions received or receivable from employer(s)	2015-12-31	$39,658
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE COMPANY RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$257,206
Expenses. Total of all expenses incurred	2014-12-31	$7,903
Benefits paid (including direct rollovers)	2014-12-31	$7,378
Total plan assets at end of year	2014-12-31	$1,817,778
Total plan assets at beginning of year	2014-12-31	$1,568,475
Value of fidelity bond covering the plan	2014-12-31	$195,000
Total contributions received or receivable from participants	2014-12-31	$86,955
Other income received	2014-12-31	$133,936
Net income (gross income less expenses)	2014-12-31	$249,303
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,817,778
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,568,475
Assets. Value of participant loans	2014-12-31	$12,787
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$19,640
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$197
Total contributions received or receivable from employer(s)	2014-12-31	$36,315
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE COMPANY RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$368,488
Expenses. Total of all expenses incurred	2013-12-31	$5,250
Benefits paid (including direct rollovers)	2013-12-31	$4,800
Total plan assets at end of year	2013-12-31	$1,568,475
Total plan assets at beginning of year	2013-12-31	$1,205,237
Value of fidelity bond covering the plan	2013-12-31	$195,000
Total contributions received or receivable from participants	2013-12-31	$79,223
Other income received	2013-12-31	$259,718
Net income (gross income less expenses)	2013-12-31	$363,238
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,568,475
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,205,237
Assets. Value of participant loans	2013-12-31	$22,865
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$19,600
Total contributions received or receivable from employer(s)	2013-12-31	$29,547
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE COMPANY RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$218,897
Expenses. Total of all expenses incurred	2012-12-31	$9,420
Benefits paid (including direct rollovers)	2012-12-31	$7,658
Total plan assets at end of year	2012-12-31	$1,205,237
Total plan assets at beginning of year	2012-12-31	$995,760
Value of fidelity bond covering the plan	2012-12-31	$195,000
Total contributions received or receivable from participants	2012-12-31	$64,808
Other income received	2012-12-31	$125,725
Net income (gross income less expenses)	2012-12-31	$209,477
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,205,237
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$995,760
Assets. Value of participant loans	2012-12-31	$27,708
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$21,820
Total contributions received or receivable from employer(s)	2012-12-31	$28,364
Value of corrective distributions	2012-12-31	$1,237
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE COMPANY RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$76,739
Expenses. Total of all expenses incurred	2011-12-31	$30,291
Benefits paid (including direct rollovers)	2011-12-31	$29,731
Total plan assets at end of year	2011-12-31	$995,760
Total plan assets at beginning of year	2011-12-31	$949,312
Value of fidelity bond covering the plan	2011-12-31	$195,000
Total contributions received or receivable from participants	2011-12-31	$57,686
Other income received	2011-12-31	$-7,858
Net income (gross income less expenses)	2011-12-31	$46,448
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$995,760
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$949,312
Assets. Value of participant loans	2011-12-31	$30,024
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$21,820
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$2,074
Total contributions received or receivable from employer(s)	2011-12-31	$26,911
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$560
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE COMPANY RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$207,039
Expenses. Total of all expenses incurred	2010-12-31	$29,583
Benefits paid (including direct rollovers)	2010-12-31	$29,258
Total plan assets at end of year	2010-12-31	$949,312
Total plan assets at beginning of year	2010-12-31	$771,856
Value of fidelity bond covering the plan	2010-12-31	$195,000
Total contributions received or receivable from participants	2010-12-31	$56,095
Other income received	2010-12-31	$114,975
Net income (gross income less expenses)	2010-12-31	$177,456
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$949,312
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$771,856
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$21,509
Total contributions received or receivable from employer(s)	2010-12-31	$35,969
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE COMPANY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE COMPANY RETIREMENT PLAN

2017: THE COMPANY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE COMPANY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE COMPANY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE COMPANY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE COMPANY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE COMPANY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810186

Policy instance

Insurance contract or identification number	810186
Number of Individuals Covered	19
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	R.H. BROWN CO.
Employer identification number (EIN):	910460510
NAIC Classification:	423800