2023 Form 5500 filing — David S. Brown Enterprises, Ltd. 401(K) Profit Sharing 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 20241001105539NAL0006965617001) for David S. Brown Enterprises, Ltd. 401(K) Profit Sharing Plan, reported by David S. Brown Enterprises, Ltd. under EIN 52-1476857 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001105539NAL0006965617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David S. Brown Enterprises, Ltd.
- EIN
- 52-1476857
- Plan number
- 001
- Location
- Owings Mills, MD
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,500,148
- Total liabilities (EOY)
- $8
- Net assets (EOY)
- $16,500,140
- Employer contributions
- $343,769
- Participant contributions
- $885,180
- Total income / additions
- $3,893,737
- Benefits paid
- $1,040,609
- Administrative expenses
- $84,880
- Total expenses
- $1,125,489
- Net increase / (decrease)
- $2,768,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirment Plan Svcs | RECORDKEEPER | $39,323 | $0 |
| Founders Financial Securities | ADVISOR | $33,519 | $0 |
| Nfp Retirement, Inc. | ADVISOR | $12,038 | $0 |