Brann & Isaacson, Llp Profit Sharing Plan — Form 5500 plan (Brann & Isaacson, Llp)
Plain-English plan 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, Brann & Isaacson, Llp Profit Sharing Plan is a benefit plan reported by Brann & Isaacson, Llp under EIN 01-0034230 and plan number 001. The latest loaded filing year is 2023. The filing reports 46 participants and $21,314,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brann & Isaacson, Llp
- EIN
- 01-0034230
- Plan number
- 001
- Plan type
- 2
- Location
- Lewiston, ME
- Latest filing year
- 2023
- Participants
- 46
- End-of-year plan assets
- $21,314,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 46 | I | 20241004125200NAL0005706691001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $21,314,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,314,147
- Net assets (BOY)
- $18,835,395
Income & contributions
- Employer contributions
- $226,590
- Participant contributions
- $463,576
- Total income / additions
- $3,291,160
Expenses & distributions
- Benefits paid
- $784,671
- Administrative expenses
- $27,737
- Total expenses
- $812,408
- Net increase / (decrease)
- $2,478,752
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.