2023 Form 5500 filing — Bremen-Bowdon Investment Company 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 20241004065703NAL0011072625001) for Bremen-Bowdon Investment Company Retirement Plan, reported by Bremen-Bowdon Investment Company under EIN 58-0533925 and plan number 002. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004065703NAL0011072625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bremen-Bowdon Investment Company
- EIN
- 58-0533925
- Plan number
- 002
- Location
- Bowdon, GA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,159,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,159,540
- Employer contributions
- $11,750
- Participant contributions
- $54,242
- Total income / additions
- $551,874
- Benefits paid
- $264,320
- Administrative expenses
- $30,546
- Total expenses
- $294,866
- Net increase / (decrease)
- $257,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Renasant Bank | NONE | $24,172 | $0 |
| Epic Retirement Plan Services | NONE | $6,374 | $0 |