2023 Form 5500 filing — Bradley Plumbing & Heating, Inc. 401(K) Profit Sharing Plan And 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 20240828153209NAL0011991057001) for Bradley Plumbing & Heating, Inc. 401(K) Profit Sharing Plan And Trust, reported by Bradley Plumbing & Heating, Inc. under EIN 63-0461546 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828153209NAL0011991057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradley Plumbing & Heating, Inc.
- EIN
- 63-0461546
- Plan number
- 001
- Location
- Montgomery, AL
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,052,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,052,483
- Employer contributions
- $176,197
- Participant contributions
- $329,529
- Total income / additions
- $1,565,892
- Benefits paid
- $306,319
- Administrative expenses
- $36,961
- Total expenses
- $343,280
- Net increase / (decrease)
- $1,222,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capsouth Partners, Inc. | FINANCIAL ADVISOR | $24,956 | not reported in the loaded dataset |
| Employee Fiduciary, LLC | RECORD KEEPER | $12,005 | $121 |