G. A. Braun Incorporated 401(K) Plan — Form 5500 plan (G. A. Braun Incorporated)
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, G. A. Braun Incorporated 401(K) Plan is a benefit plan reported by G. A. Braun Incorporated under EIN 15-0508635 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $17,094,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G. A. Braun Incorporated
- EIN
- 15-0508635
- Plan number
- 001
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $17,094,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241009171246NAL0038530018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,094,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,094,373
- Net assets (BOY)
- $15,107,281
Income & contributions
- Employer contributions
- $305,657
- Participant contributions
- $1,054,591
- Total contributions
- $1,646,037
- Total income / additions
- $4,035,019
Expenses & distributions
- Benefits paid
- $2,036,071
- Administrative expenses
- $11,856
- Total expenses
- $2,047,927
- Net increase / (decrease)
- $1,987,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $606 | $0 | 2023 |