2023 Form 5500 filing — Br & Sons Co-401k Plan
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 20240817050600NAL0033052498001) for Br & Sons Co-401k Plan, reported by Br & Sons Co under EIN 27-1355900 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240817050600NAL0033052498001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Br & Sons Co
- EIN
- 27-1355900
- Plan number
- 001
- Location
- Glendora, CA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $544,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $544,290
- Participant contributions
- $185,327
- Total income / additions
- $256,819
- Benefits paid
- $47,653
- Administrative expenses
- $2,513
- Total expenses
- $51,979
- Net increase / (decrease)
- $204,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $2,513 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Dh Financial And Insurance Services | ADVISOR | $0 | $0 |