2023 Form 5500 filing — Brauer Group Ii, 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 20241004110037NAL0011333601001) for Brauer Group Ii, Inc. 401(K) Plan, reported by The Brauer Group Ii, Inc. under EIN 45-4101163 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004110037NAL0011333601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Brauer Group Ii, Inc.
- EIN
- 45-4101163
- Plan number
- 001
- Location
- Morristown, NJ
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,830,723
- Total liabilities (EOY)
- $28,519
- Net assets (EOY)
- $7,802,204
- Employer contributions
- $128,935
- Participant contributions
- $574,025
- Total income / additions
- $1,823,677
- Benefits paid
- $1,119,848
- Administrative expenses
- $3,450
- Total expenses
- $1,123,298
- Net increase / (decrease)
- $700,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intac Actuarial Services | THIRD PARTY ADMINISTRATOR | $2,400 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $1,050 | $0 |