2023 Form 5500 filing — Brg 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 20250327150914NAL0036039842001) for Brg 401(K) Plan, reported by Brumit Restaurant Group, LLC under EIN 27-0425615 and plan number 001. It reports 508 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)$1.5MReported net assets$1,523,807
Participants508
Provider compensation$15.4K2 Schedule C row(s)$15,384
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250327150914NAL0036039842001
Plan sponsor
Brumit Restaurant Group, LLC
EIN
27-0425615
Plan number
001
Location
Asheville, NC
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$608.3K
Total expenses$342.9K
Benefits paid / distributions$326.5K
Contributions
Employer$64.6K
Participant$218.3K
Full reported line items
Total assets (EOY)
$1,523,807
Total liabilities (EOY)
$0
Net assets (EOY)
$1,523,807
Employer contributions
$64,634
Participant contributions
$218,350
Total income / additions
$608,267
Benefits paid
$326,481
Administrative expenses
$15,384
Total expenses
$342,929
Net increase / (decrease)
$265,338
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $10.3K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $5K · Indirect $0

Related Form 5500 pages