Braxton Mfg Co., Inc. Savings & Retirement Plan — Form 5500 plan (Braxton Manufacturing Co., 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, Braxton Mfg Co., Inc. Savings & Retirement Plan is a benefit plan reported by Braxton Manufacturing Co., Inc. under EIN 06-0802403 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $25,192,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Braxton Manufacturing Co., Inc.
- EIN
- 06-0802403
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, CT
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $25,192,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240730134033NAL0013444675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,192,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,192,667
- Net assets (BOY)
- $21,299,310
Income & contributions
- Employer contributions
- $265,920
- Participant contributions
- $1,226,007
- Total contributions
- $1,598,305
- Total income / additions
- $5,155,682
Expenses & distributions
- Benefits paid
- $1,229,203
- Administrative expenses
- $33,122
- Total expenses
- $1,262,325
- Net increase / (decrease)
- $3,893,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/ADVISOR | $0 | $47,856 | 2023 |
| Marcum Llp | AUDITOR | $21,210 | not reported in the loaded dataset | 2023 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $9,840 | $5,000 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Braxton Manufacturing Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Watertown, CT
- Cetera Advisor Networks LLC — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation