2023 Form 5500 filing — Lee Brass 401(K) 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 20241014124129NAL0045981680001) for Lee Brass 401(K) Retirement Plan, reported by Lee Brass Foundry, LLC under EIN 45-4797283 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124129NAL0045981680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Brass Foundry, LLC
- EIN
- 45-4797283
- Plan number
- 001
- Location
- Anniston, AL
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $168
- Employer contributions
- $3,330
- Participant contributions
- $43,858
- Total income / additions
- $253,731
- Benefits paid
- $2,536,783
- Administrative expenses
- $37,128
- Total expenses
- $2,573,911
- Net increase / (decrease)
- -$2,320,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $27,532 | $0 |
| Cbiz Benefits & Ins Services | CONTRACT ADMIN | $4,083 | $1,894 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,883 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $1,052 | not reported in the loaded dataset |