2023 Form 5500 filing — 401(K) Plan For Brown Distributing Company, Ltd
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 20240830121130NAL0008364323001) for 401(K) Plan For Brown Distributing Company, Ltd, reported by Brown Distributing Company, Ltd under EIN 74-2983920 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$36.5MReported net assets$36,529,689
Participants478
Provider compensation$78.4K2 Schedule C row(s)$78,419
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240830121130NAL0008364323001
- Plan sponsor
- Brown Distributing Company, Ltd
- EIN
- 74-2983920
- Plan number
- 001
- Location
- Austin, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$36.5M total assets
Net assets$36.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,529,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,529,689
- Employer contributions
- $496,597
- Participant contributions
- $1,283,670
- Total income / additions
- $6,496,764
- Benefits paid
- $3,460,535
- Administrative expenses
- $84,813
- Total expenses
- $3,545,348
- Net increase / (decrease)
- $2,951,416
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Maxwell, Locke & Ritter, Llp | NONE | $52,000 | not reported in the loaded dataset |
| Rhi | NONE | $26,419 | not reported in the loaded dataset |