2023 Form 5500 filing — Brady'S Welding & Machine Shop 401(K) 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 20240827080727NAL0005972851001) for Brady'S Welding & Machine Shop 401(K) Plan, reported by Brady'S Welding & Machine Shop, Inc. under EIN 73-1141766 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827080727NAL0005972851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brady'S Welding & Machine Shop, Inc.
- EIN
- 73-1141766
- Plan number
- 001
- Location
- Healdton, OK
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,431,797
- Net assets (EOY)
- $11,431,797
- Employer contributions
- $830,425
- Participant contributions
- $1,324,410
- Total income / additions
- $3,722,225
- Benefits paid
- $1,119,930
- Total expenses
- $1,119,930
- Net increase / (decrease)
- $2,602,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tristar Pension Ltd | CONTRACT ADMIN | $14,737 | $0 |
| Rose Rock Cpas, Pllc | OTHER | $8,000 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,450 | $0 |