Brown-Wilbert, Inc. — 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, Brown-Wilbert, Inc. (EIN 41-1821767) is a plan sponsor located in Roseville, MN 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
41-1821767
Location
Roseville, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,988,779
Total reported liabilities (EOY)
$224
Total reported net assets (EOY)
$4,988,555

Contributions & income

Employer contributions
$6,679
Participant contributions
$420,254
Total income / additions
$1,209,220

Expenses & distributions

Benefits paid / distributions
$1,138,914
Total expenses
$1,178,881
Net increase / (decrease)
$30,339

Coverage

Total reported participants
260
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

Brown-Wilbert, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Brown-Wilbert, Inc. Profit Sharing Plan And Trust001158$4,988,7792023
Brown-Wilbert, Inc. Group Insurance Plan501102not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brown-Wilbert, Inc.
YearPlanParticipantsSchedulesFiling
2023Brown-Wilbert, Inc. Group Insurance Plan10220240730085156NAL0019753393001
2023Brown-Wilbert, Inc. Group Insurance Plan13320240730085319NAL0043285362001
2023Brown-Wilbert, Inc. Group Insurance Plan10520240808081621NAL0008242832001
2023Brown-Wilbert, Inc. Profit Sharing Plan And Trust158H, C20241015140031NAL0028680113001

Related Form 5500 pages