Brayton Purcell, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brayton Purcell, Llp (EIN 20-1361089) is a plan sponsor located in Novato, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1361089
Location
Novato, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$39,295,943
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$39,295,943

Contributions & income

Employer contributions
$496,437
Participant contributions
$1,078,859
Total income / additions
$7,045,376

Expenses & distributions

Benefits paid / distributions
$515,609
Total expenses
$571,552
Net increase / (decrease)
$6,473,824

Coverage

Total reported participants
388
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Brayton Purcell, Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Brayton Purcell, Llp 401k Retirement Plan001259$39,295,9432023
Brayton Purcell, Llp Health And Welfare Plan502129not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brayton Purcell, Llp
YearPlanParticipantsSchedulesFiling
2023Brayton Purcell, Llp 401k Retirement Plan259H, C20241014143302NAL0013456579001
2023Brayton Purcell, Llp Health And Welfare Plan12920250128133811NAL0014559745001

Related Form 5500 pages