2023 Form 5500 filing — Brazeway Savings 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 20241014144548NAL0046418176001) for Brazeway Savings Plan, reported by Brazeway, LLC under EIN 38-1438692 and plan number 004. It reports 378 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)$51.3MReported net assets$51,321,028
Participants378
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014144548NAL0046418176001
Plan sponsor
Brazeway, LLC
EIN
38-1438692
Plan number
004
Location
Adrian, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$51.3M total assets
Net assets$51.3MLiabilities$0
Money in vs. money out
Total income / additions$12.9M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$1.3M
Participant$1.8M
Full reported line items
Total assets (EOY)
$51,321,028
Total liabilities (EOY)
$0
Net assets (EOY)
$51,321,028
Employer contributions
$1,262,803
Participant contributions
$1,827,357
Total income / additions
$12,894,503
Benefits paid
$2,925,919
Administrative expenses
$0
Total expenses
$2,931,072
Net increase / (decrease)
$9,963,431
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $47.5K
  2. 2
    RECORDKEEPER · Direct -$58K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014144548NAL0046418176001 cover?
It is the 2023 Form 5500 filing for Brazeway Savings Plan, reported by Brazeway, LLC (EIN 38-1438692).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages