2023 Form 5500 filing — Brandon & Clark Inc. 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 20250715143943NAL0002305121001) for Brandon & Clark Inc. 401(K) Plan, reported by Brandon & Clark, Inc. under EIN 75-0786433 and plan number 001. It reports 186 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)$18.5MReported net assets$18,544,329
Participants186
Provider compensation$9K1 Schedule C row(s)$9,000
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715143943NAL0002305121001
- Plan sponsor
- Brandon & Clark, Inc.
- EIN
- 75-0786433
- Plan number
- 001
- Location
- Lubbock, TX
- 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)$18.5M total assets
Net assets$18.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,544,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,544,329
- Employer contributions
- $401,864
- Participant contributions
- $752,136
- Total income / additions
- $4,063,934
- Benefits paid
- $2,067,559
- Administrative expenses
- $11,916
- Total expenses
- $2,079,475
- Net increase / (decrease)
- $1,984,459
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $9,000 | $0 |