2023 Form 5500 filing — Brand Share 401k Savings & Profit Sharing 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 20250721173151NAL0002373632001) for Brand Share 401k Savings & Profit Sharing Plan, reported by Brand Share 401k Savings & Profit Sharing Plan under EIN 13-3909681 and plan number 001. It reports 30,443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250721173151NAL0002373632001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brand Share 401k Savings & Profit Sharing Plan
- EIN
- 13-3909681
- Plan number
- 001
- Location
- Kennesaw, GA
- Participants
- 30,443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $323,365,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $323,365,800
- Employer contributions
- $12,653,435
- Participant contributions
- $27,056,484
- Total income / additions
- $90,222,978
- Benefits paid
- $42,629,979
- Administrative expenses
- $500,140
- Total expenses
- $43,542,903
- Net increase / (decrease)
- $46,680,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $380,284 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $101,831 | not reported in the loaded dataset |
| Armanino LLC | ACCOUNTANT/AUDITOR | $12,875 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT/AUDITOR | $5,150 | not reported in the loaded dataset |