2023 Form 5500 filing — Bradley Company, LLC 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 20241015095722NAL0014355699001) for Bradley Company, LLC 401(K) Plan, reported by Bradley Company, LLC under EIN 20-0017343 and plan number 002. It reports 264 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)$6.4MReported net assets$6,424,981
Participants264
Provider compensation$33.7K2 Schedule C row(s)$33,734
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015095722NAL0014355699001
Plan sponsor
Bradley Company, LLC
EIN
20-0017343
Plan number
002
Location
South Bend, IN
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)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$362.4K
Benefits paid / distributions$289.4K
Contributions
Employer$115.6K
Participant$613.5K
Full reported line items
Total assets (EOY)
$6,424,981
Total liabilities (EOY)
$0
Net assets (EOY)
$6,424,981
Employer contributions
$115,640
Participant contributions
$613,470
Total income / additions
$1,622,212
Benefits paid
$289,403
Administrative expenses
$37,984
Total expenses
$362,404
Net increase / (decrease)
$1,259,808
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $19.9K · Indirect $0
  2. 2
    RIA · Direct $13.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015095722NAL0014355699001 cover?
It is the 2023 Form 5500 filing for Bradley Company, LLC 401(K) Plan, reported by Bradley Company, LLC (EIN 20-0017343).
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