2023 Form 5500 filing — G. A. Braun Incorporated 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 20241009171246NAL0038530018001) for G. A. Braun Incorporated 401(K) Plan, reported by G. A. Braun Incorporated under EIN 15-0508635 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.1MReported net assets$17,094,373
Participants248
Provider compensation$11.9K2 Schedule C row(s)$11,856
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009171246NAL0038530018001
- Plan sponsor
- G. A. Braun Incorporated
- EIN
- 15-0508635
- Plan number
- 001
- Location
- Syracuse, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.1M total assets
Net assets$17.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,094,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,094,373
- Employer contributions
- $305,657
- Participant contributions
- $1,054,591
- Total income / additions
- $4,035,019
- Benefits paid
- $2,036,071
- Administrative expenses
- $11,856
- Total expenses
- $2,047,927
- Net increase / (decrease)
- $1,987,092
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $606 | $0 |