2023 Form 5500 filing — Bray & Scarff 401(K) 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 20241015122600NAL0028413073001) for Bray & Scarff 401(K) Savings Plan, reported by Bray & Scarff, Inc. under EIN 53-0037953 and plan number 002. It reports 239 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)$9.6MReported net assets$9,625,591
Participants239
Provider compensation$28.5K2 Schedule C row(s)$28,539
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015122600NAL0028413073001
Plan sponsor
Bray & Scarff, Inc.
EIN
53-0037953
Plan number
002
Location
Laurel, MD
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)$9.6M total assets
Net assets$9.6MLiabilities$21K
Money in vs. money out
Total income / additions$2.3M
Total expenses$580.1K
Benefits paid / distributions$538.1K
Contributions
Employer$187.1K
Participant$672.5K
Full reported line items
Total assets (EOY)
$9,646,555
Total liabilities (EOY)
$20,964
Net assets (EOY)
$9,625,591
Employer contributions
$187,098
Participant contributions
$672,460
Total income / additions
$2,280,706
Benefits paid
$538,054
Administrative expenses
$28,540
Total expenses
$580,118
Net increase / (decrease)
$1,700,588
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $28.5K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015122600NAL0028413073001 cover?
It is the 2023 Form 5500 filing for Bray & Scarff 401(K) Savings Plan, reported by Bray & Scarff, Inc. (EIN 53-0037953).
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