Bradford & Bigelow, Inc. 401(K) Plan — Form 5500 plan (Bradford & Bigelow, Inc.)

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, Bradford & Bigelow, Inc. 401(K) Plan is a benefit plan reported by Bradford & Bigelow, Inc. under EIN 04-2057433 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $11,841,054 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bradford & Bigelow, Inc.
EIN
04-2057433
Plan number
001
Plan type
2
Location
Newburyport, MA
Latest filing year
2023
Participants
195
End-of-year plan assets
$11,841,054

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240924103331NAL0004617891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,841,054
Total liabilities (EOY)
$0
Net assets (EOY)
$11,841,054
Net assets (BOY)
$9,038,929

Income & contributions

Employer contributions
$239,530
Participant contributions
$869,866
Total contributions
$1,109,577
Total income / additions
$3,379,412

Expenses & distributions

Benefits paid
$539,963
Administrative expenses
$37,324
Total expenses
$577,287
Net increase / (decrease)
$2,802,125

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$33,799not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$3,525$02023

Related Form 5500 pages