2023 Form 5500 filing — Bradshaw Home Before-Tax Savings 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 20240906131751NAL0001892096001) for Bradshaw Home Before-Tax Savings Plan, reported by Bradshaw International, Inc. under EIN 95-4083998 and plan number 001. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906131751NAL0001892096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradshaw International, Inc.
- EIN
- 95-4083998
- Plan number
- 001
- Location
- Rancho Cucamonga, CA
- Participants
- 680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,983,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,983,740
- Employer contributions
- $914,089
- Participant contributions
- $2,025,734
- Total income / additions
- $7,671,689
- Benefits paid
- $2,273,549
- Administrative expenses
- $81,367
- Total expenses
- $2,365,895
- Net increase / (decrease)
- $5,305,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Embree Financial Group | ADVISOR | $51,839 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $29,528 | $0 |