2023 Form 5500 filing — Peter Brasseler Holdings, LLC Profit Sharing And 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 20250221081605NAL0005975857001) for Peter Brasseler Holdings, LLC Profit Sharing And 401(K) Plan, reported by Peter Brasseler Holdings, LLC under EIN 58-1853076 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250221081605NAL0005975857001
Filing year
2023
Form type
2
Plan sponsor
Peter Brasseler Holdings, LLC
EIN
58-1853076
Plan number
001
Location
Savannah, GA
Participants
503
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$56,167,966
Total liabilities (EOY)
$0
Net assets (EOY)
$56,167,966
Employer contributions
$2,404,586
Participant contributions
$1,460,657
Total income / additions
$13,485,488
Benefits paid
$3,597,303
Administrative expenses
$45,256
Total expenses
$3,642,559
Net increase / (decrease)
$9,842,929
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$31,620$0
Caines Hodges & Company PcACCOUNTANT/AUDITOR$13,400not reported in the loaded dataset

Related Form 5500 pages