2023 Form 5500 filing — Brodart 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 20241015093310NAL0014319811001) for Brodart Retirement Plan, reported by Brodart Co. under EIN 23-2248758 and plan number 002. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093310NAL0014319811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brodart Co.
- EIN
- 23-2248758
- Plan number
- 002
- Location
- Williamsport, PA
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,808,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,808,080
- Employer contributions
- $0
- Participant contributions
- $676,280
- Total income / additions
- $3,279,195
- Benefits paid
- $2,168,249
- Administrative expenses
- $94,696
- Total expenses
- $2,262,945
- Net increase / (decrease)
- $1,016,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $52,419 | $0 |
| Clearview Wealth Advisors LLC | ADVISOR | $42,277 | not reported in the loaded dataset |