2023 Form 5500 filing — The Brewer-Garrett Company 401(K) Ps 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 20241009071120NAL0018837825001) for The Brewer-Garrett Company 401(K) Ps Plan, reported by The Brewer-Garrett Company under EIN 34-0836142 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009071120NAL0018837825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Brewer-Garrett Company
- EIN
- 34-0836142
- Plan number
- 001
- Location
- Middleburg Heights, OH
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,037,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,037,090
- Employer contributions
- $445,059
- Participant contributions
- $849,659
- Total income / additions
- $4,227,305
- Benefits paid
- $946,765
- Administrative expenses
- $81,206
- Total expenses
- $1,029,739
- Net increase / (decrease)
- $3,197,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ancora Retirement Advisors | NONE | $65,751 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $15,455 | $0 |