2023 Form 5500 filing — Bradbury Stamm Construction, Inc. 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 20240925143329NAL0008410147001) for Bradbury Stamm Construction, Inc. 401(K) Plan, reported by Bradbury Stamm Construction, Inc. under EIN 85-0133987 and plan number 004. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925143329NAL0008410147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradbury Stamm Construction, Inc.
- EIN
- 85-0133987
- Plan number
- 004
- Location
- Albuquerque, NM
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,955,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,955,076
- Employer contributions
- $628,945
- Participant contributions
- $1,462,451
- Total income / additions
- $4,924,176
- Benefits paid
- $908,289
- Administrative expenses
- $77,896
- Total expenses
- $999,409
- Net increase / (decrease)
- $3,924,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sagepoint Financial Inc | ADVISOR | $33,504 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,738 | $0 |
| Osaic Wealth Inc | ADVISOR | $12,654 | not reported in the loaded dataset |