2023 Form 5500 filing — Brentwood Industries, Inc. 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 20250702184309NAL0014046833001) for Brentwood Industries, Inc. Retirement Plan, reported by Brentwood Industries, Inc. under EIN 23-1658487 and plan number 001. It reports 916 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)$43.9MReported net assets$43,880,427
Participants916
Provider compensation$94.3K1 Schedule C row(s)$94,272
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250702184309NAL0014046833001
Plan sponsor
Brentwood Industries, Inc.
EIN
23-1658487
Plan number
001
Location
Reading, PA
Received date
not reported in the loaded dataset
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)$43.9M total assets
Net assets$43.9MLiabilities$16.4K
Money in vs. money out
Total income / additions$13.3M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
Employer$650.3K
Participant$2.7M
Full reported line items
Total assets (EOY)
$43,896,839
Total liabilities (EOY)
$16,412
Net assets (EOY)
$43,880,427
Employer contributions
$650,349
Participant contributions
$2,651,401
Total income / additions
$13,330,681
Benefits paid
$4,366,832
Administrative expenses
$72,093
Total expenses
$4,438,971
Net increase / (decrease)
$8,891,710

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupNONE$72,080$22,192

Related Form 5500 pages