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BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan NameBRIGHT AND BROWN EMPLOYEES SAVINGS PLAN
Plan identification number 001

BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRIGHT AND BROWN, ATTORNEYS AT LAW has sponsored the creation of one or more 401k plans.

Company Name:BRIGHT AND BROWN, ATTORNEYS AT LAW
Employer identification number (EIN):954301206
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTIN G. TAYLOR
0012016-01-01KRISTIN G. TAYLOR
0012015-01-01KRISTIN G. TAYLOR
0012014-01-01KRISTIN TAYLOR
0012013-01-01CARMEN SALAZAR
0012012-01-01KRISTIN G. TAYLOR KRISTIN G. TAYLOR2013-07-25
0012011-01-01KRISTIN G. TAYLOR
0012010-01-01KRISTIN G. TAYLOR
0012009-01-01KRISTIN G. TAYLOR

Plan Statistics for BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN

Measure Date Value
2022: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115
Total number of active participants reported on line 7a of the Form 55002022-01-0112
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0115
Number of participants with account balances2022-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116
Total number of active participants reported on line 7a of the Form 55002021-01-0113
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0115
Number of participants with account balances2021-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0116
Number of participants with account balances2020-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0117
Number of participants with account balances2019-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114
Number of participants with account balances2017-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115
Number of participants with account balances2016-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0119
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN

Measure Date Value
2022 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-4,113,998
Expenses. Total of all expenses incurred2022-12-31$9,946,637
Benefits paid (including direct rollovers)2022-12-31$9,943,502
Total plan assets at end of year2022-12-31$5,176,635
Total plan assets at beginning of year2022-12-31$19,237,270
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$192,588
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-4,406,051
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-14,060,635
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,176,635
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$19,237,270
Assets. Value of participant loans2022-12-31$6,887
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$99,465
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,135
2021 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,399,116
Expenses. Total of all expenses incurred2021-12-31$723,869
Benefits paid (including direct rollovers)2021-12-31$722,432
Total plan assets at end of year2021-12-31$19,237,270
Total plan assets at beginning of year2021-12-31$16,562,023
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$224,584
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$3,021,311
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,675,247
Net plan assets at end of year (total assets less liabilities)2021-12-31$19,237,270
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$16,562,023
Assets. Value of participant loans2021-12-31$8,646
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$153,221
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,437
2020 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$4,037,840
Expenses. Total of all expenses incurred2020-12-31$69,714
Benefits paid (including direct rollovers)2020-12-31$68,523
Total plan assets at end of year2020-12-31$16,562,023
Total plan assets at beginning of year2020-12-31$12,593,897
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$233,143
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$3,630,418
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$3,968,126
Net plan assets at end of year (total assets less liabilities)2020-12-31$16,562,023
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$12,593,897
Assets. Value of participant loans2020-12-31$798
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$174,279
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,191
2019 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,907,625
Expenses. Total of all expenses incurred2019-12-31$672,763
Benefits paid (including direct rollovers)2019-12-31$661,299
Total plan assets at end of year2019-12-31$12,593,897
Total plan assets at beginning of year2019-12-31$10,359,035
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$139,302
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,638,540
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,234,862
Net plan assets at end of year (total assets less liabilities)2019-12-31$12,593,897
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$10,359,035
Assets. Value of participant loans2019-12-31$10,635
Total contributions received or receivable from employer(s)2019-12-31$129,783
Value of certain deemed distributions of participant loans2019-12-31$10,110
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,354
2018 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$188,899
Expenses. Total of all expenses incurred2018-12-31$40,038
Benefits paid (including direct rollovers)2018-12-31$38,962
Total plan assets at end of year2018-12-31$10,359,035
Total plan assets at beginning of year2018-12-31$10,210,174
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$303,048
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-266,426
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$148,861
Net plan assets at end of year (total assets less liabilities)2018-12-31$10,359,035
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$10,210,174
Assets. Value of participant loans2018-12-31$23,598
Total contributions received or receivable from employer(s)2018-12-31$152,277
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,076
2017 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,025,835
Expenses. Total of all expenses incurred2017-12-31$55,892
Benefits paid (including direct rollovers)2017-12-31$54,873
Total plan assets at end of year2017-12-31$10,210,174
Total plan assets at beginning of year2017-12-31$8,240,231
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$200,144
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,727,418
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,969,943
Net plan assets at end of year (total assets less liabilities)2017-12-31$10,210,174
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,240,231
Assets. Value of participant loans2017-12-31$33,106
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$98,273
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,019
2016 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$841,056
Expenses. Total of all expenses incurred2016-12-31$211,142
Benefits paid (including direct rollovers)2016-12-31$210,179
Total plan assets at end of year2016-12-31$8,240,231
Total plan assets at beginning of year2016-12-31$7,610,317
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$190,454
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$539,777
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$629,914
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,240,231
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,610,317
Assets. Value of participant loans2016-12-31$74,143
Total contributions received or receivable from employer(s)2016-12-31$110,825
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$963
2015 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$352,730
Expenses. Total of all expenses incurred2015-12-31$3,109
Benefits paid (including direct rollovers)2015-12-31$2,909
Total plan assets at end of year2015-12-31$7,610,317
Total plan assets at beginning of year2015-12-31$7,260,696
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$159,399
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$74,916
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$349,621
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,610,317
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,260,696
Assets. Value of participant loans2015-12-31$40,825
Total contributions received or receivable from employer(s)2015-12-31$118,415
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$200
2014 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$903,099
Expenses. Total of all expenses incurred2014-12-31$104,394
Benefits paid (including direct rollovers)2014-12-31$104,369
Total plan assets at end of year2014-12-31$7,260,696
Total plan assets at beginning of year2014-12-31$6,461,991
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$190,370
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$606,902
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$798,705
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,260,696
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,461,991
Assets. Value of participant loans2014-12-31$15,274
Total contributions received or receivable from employer(s)2014-12-31$105,827
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$25
2013 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,542,587
Expenses. Total of all expenses incurred2013-12-31$2,619
Benefits paid (including direct rollovers)2013-12-31$2,217
Total plan assets at end of year2013-12-31$6,461,991
Total plan assets at beginning of year2013-12-31$4,922,023
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$134,592
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,279,145
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,539,968
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,461,991
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,922,023
Assets. Value of participant loans2013-12-31$24,360
Total contributions received or receivable from employer(s)2013-12-31$128,850
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$402
2012 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$843,475
Expenses. Total of all expenses incurred2012-12-31$81,621
Benefits paid (including direct rollovers)2012-12-31$81,506
Total plan assets at end of year2012-12-31$4,922,023
Total plan assets at beginning of year2012-12-31$4,160,169
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$172,162
Other income received2012-12-31$573,561
Net income (gross income less expenses)2012-12-31$761,854
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,922,023
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,160,169
Assets. Value of participant loans2012-12-31$12,247
Total contributions received or receivable from employer(s)2012-12-31$97,752
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$-10,443
Expenses. Total of all expenses incurred2011-12-31$922,940
Benefits paid (including direct rollovers)2011-12-31$905,736
Total plan assets at end of year2011-12-31$4,160,169
Total plan assets at beginning of year2011-12-31$5,093,552
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$132,336
Other income received2011-12-31$-232,635
Net income (gross income less expenses)2011-12-31$-933,383
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,160,169
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,093,552
Assets. Value of participant loans2011-12-31$28,520
Total contributions received or receivable from employer(s)2011-12-31$89,856
Value of certain deemed distributions of participant loans2011-12-31$17,004
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$782,354
Expenses. Total of all expenses incurred2010-12-31$77,594
Benefits paid (including direct rollovers)2010-12-31$77,569
Total plan assets at end of year2010-12-31$5,093,552
Total plan assets at beginning of year2010-12-31$4,388,792
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$109,456
Other income received2010-12-31$540,064
Net income (gross income less expenses)2010-12-31$704,760
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,093,552
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,388,792
Assets. Value of participant loans2010-12-31$52,997
Total contributions received or receivable from employer(s)2010-12-31$132,834
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN

2022: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRIGHT AND BROWN EMPLOYEES SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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