2023 Form 5500 filing — Brock & Scott Pllc 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809082736NAL0010561168001) for Brock & Scott Pllc 401(K) Profit Sharing Plan & Trust, reported by Brock & Scott Pllc under EIN 56-2107459 and plan number 001. It reports 617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809082736NAL0010561168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brock & Scott Pllc
- EIN
- 56-2107459
- Plan number
- 001
- Location
- Winston Salem, NC
- Participants
- 617
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,833,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,833,769
- Employer contributions
- $567,849
- Participant contributions
- $1,472,370
- Total income / additions
- $4,760,795
- Benefits paid
- $528,538
- Administrative expenses
- $72,691
- Total expenses
- $601,229
- Net increase / (decrease)
- $4,159,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truist Advisory Services, Inc. | ADVISOR | $34,541 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $21,697 | not reported in the loaded dataset |