Brook & Whittle Limited Section 401(K) Profit Sharing Plan — Form 5500 plan (Brook & Whittle Limited)
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, Brook & Whittle Limited Section 401(K) Profit Sharing Plan is a benefit plan reported by Brook & Whittle Limited under EIN 06-1452909 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,957 participants and $64,337,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brook & Whittle Limited
- EIN
- 06-1452909
- Plan number
- 001
- Plan type
- 2
- Location
- Guilford, CT
- Latest filing year
- 2023
- Participants
- 1,957
- End-of-year plan assets
- $64,337,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,957 | H, C | 20241216133949NAL0000918691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,337,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,337,583
- Net assets (BOY)
- $55,462,359
Income & contributions
- Employer contributions
- $1,193,330
- Participant contributions
- $5,176,303
- Total contributions
- $7,083,709
- Total income / additions
- $15,788,306
Expenses & distributions
- Benefits paid
- $7,056,669
- Administrative expenses
- $388,311
- Total expenses
- $7,662,712
- Net increase / (decrease)
- $8,125,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $226,177 | $0 | 2023 |
| Aurora Private Wealth, Inc. | INVESTMENT ADVISOR | $140,540 | not reported in the loaded dataset | 2023 |
| Brook & Whittle Ltd | TRUSTEE | $83,617 | not reported in the loaded dataset | 2023 |
| Pension Consultants Inc. | TPA | $66,446 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $1,204 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brook & Whittle Limited
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Guilford, CT
- Empower Annuity Ins Co Of America — Schedule C compensation
- Aurora Private Wealth, Inc. — Schedule C compensation
- Brook & Whittle Ltd — Schedule C compensation
- Pension Consultants Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation