Brown Baer Management, Inc. Cash Balance Plan — Form 5500 plan (Brown Baer Management, 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, Brown Baer Management, Inc. Cash Balance Plan is a benefit plan reported by Brown Baer Management, Inc. under EIN 20-0679390 and plan number 002. The latest loaded filing year is 2023. The filing reports 8 participants and $3,654,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown Baer Management, Inc.
- EIN
- 20-0679390
- Plan number
- 002
- Plan type
- 2
- Location
- Coral Springs, FL
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $3,654,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240628083903NAL0000367265001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,654,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,654,797
- Net assets (BOY)
- $3,008,791
Income & contributions
- Employer contributions
- $347,000
- Participant contributions
- $0
- Total income / additions
- $661,645
Expenses & distributions
- Benefits paid
- $1,630
- Administrative expenses
- $14,009
- Total expenses
- $15,639
- Net increase / (decrease)
- $646,006
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.