2023 Form 5500 filing — Carlson, Brigance & Doering, Inc. Retirement 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 20240830121316NAL0008365907001) for Carlson, Brigance & Doering, Inc. Retirement Plan, reported by Carlson, Brigance & Doering, Inc. under EIN 74-2434469 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830121316NAL0008365907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlson, Brigance & Doering, Inc.
- EIN
- 74-2434469
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,549,391
- Net assets (EOY)
- $9,549,391
- Employer contributions
- $477,757
- Participant contributions
- $588,131
- Total income / additions
- $2,321,370
- Benefits paid
- $442,251
- Administrative expenses
- $47,964
- Total expenses
- $490,215
- Net increase / (decrease)
- $1,831,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $23,167 | $0 |
| Meridian Wealth Advisors LLC | INVESTMENT ADVISORY - PLA | $20,414 | $0 |
| Nova 401k Associates Lp | THIRD PARTY ADMINISTRATOR | $4,383 | $288 |