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, Brescome Barton, Inc. Retirement And Savings Plan For Liquor Sales Union is a benefit plan reported by Brescome Barton, Inc. under EIN 06-0676916 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $21,383,108 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,383,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,383,108
- Net assets (BOY)
- $17,570,351
Income & contributions
- Employer contributions
- $428,101
- Participant contributions
- $758,046
- Total contributions
- $1,409,538
- Total income / additions
- $4,589,002
Expenses & distributions
- Benefits paid
- $715,774
- Administrative expenses
- $44,840
- Total expenses
- $760,614
- Net increase / (decrease)
- $3,828,388