2023 Form 5500 filing — Brady Martz & Associates, Pc 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 20250709163522NAL0004968977001) for Brady Martz & Associates, Pc Retirement Plan, reported by Brady Martz & Associates, Pc under EIN 45-0310328 and plan number 003. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709163522NAL0004968977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brady Martz & Associates, Pc
- EIN
- 45-0310328
- Plan number
- 003
- Location
- Minot, ND
- Participants
- 464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,236,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,236,759
- Employer contributions
- $2,674,638
- Participant contributions
- $3,226,172
- Total income / additions
- $27,401,471
- Benefits paid
- $2,049,661
- Administrative expenses
- $116,980
- Total expenses
- $2,201,213
- Net increase / (decrease)
- $25,200,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avantax Retirement Plan Services | NA | $116,980 | not reported in the loaded dataset |