2023 Form 5500 filing — Bragg Investment Company, Inc. Employee 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 20241014174227NAL0047037568001) for Bragg Investment Company, Inc. Employee Savings Plan, reported by Bragg Investment Company, Inc. under EIN 95-3565032 and plan number 001. It reports 935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174227NAL0047037568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bragg Investment Company, Inc.
- EIN
- 95-3565032
- Plan number
- 001
- Location
- Long Beach, CA
- Participants
- 935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,095,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,095,953
- Employer contributions
- $2,255,218
- Participant contributions
- $6,008,343
- Total income / additions
- $20,458,145
- Benefits paid
- $9,523,609
- Administrative expenses
- $7,219
- Total expenses
- $9,531,902
- Net increase / (decrease)
- $10,926,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $197,885 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,219 | $0 |