Plan5500

Brooks Pierce Mclendon Humphrey & Leonard, 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, Brooks Pierce Mclendon Humphrey & Leonard, Llp (EIN 56-0561489) is a plan sponsor located in Greensboro, NC 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
56-0561489
Location
Greensboro, NC
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$141.1MSummed across loaded plans$141,080,827
Total reported assets$141.1M$141,080,827
Total reported participants393
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$141.1M total assets
Net assets$141.1MLiabilities$0
Contributions & income
Employer contributions$2.8M
Participant contributions$2.6M
Total income / additions$26.8M
Expenses & distributions
Benefits paid / distributions$15.2M
Total expenses$15.3M
Net increase / (decrease)$11.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Brooks Pierce Retirement And Savings Plan
Participants per plan197Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Brooks Pierce Retirement And Savings Plan$141.1M
    Plan #001 · 211 participants · 2023
  2. 2
    Brooks Pierce Mclendon Humphrey & Leonard, Llp Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 182 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brooks Pierce Mclendon Humphrey & Leonard, Llp
YearPlanParticipantsSchedulesFiling
2023Brooks Pierce Mclendon Humphrey & Leonard, Llp Welfare Benefits Plan182—20241008122147NAL0008321731001
2023Brooks Pierce Retirement And Savings Plan211H, C20241015153046NAL0058452242001

Related Form 5500 pages