Brt, Inc. 401(K) Plan — Form 5500 plan (Brt, 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, Brt, Inc. 401(K) Plan is a benefit plan reported by Brt, Inc. under EIN 23-2739555 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $5,314,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brt, Inc.
- EIN
- 23-2739555
- Plan number
- 001
- Plan type
- 2
- Location
- Parkesburg, PA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $5,314,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20240827115729NAL0010858177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,314,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,314,029
- Net assets (BOY)
- $4,304,181
Income & contributions
- Employer contributions
- $112,433
- Participant contributions
- $683,579
- Total contributions
- $841,282
- Total income / additions
- $1,594,796
Expenses & distributions
- Benefits paid
- $539,796
- Administrative expenses
- $45,152
- Total expenses
- $584,948
- Net increase / (decrease)
- $1,009,848
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $18,464 | $0 | 2023 |
| Domani Wealth LLC | INVESTMENT ADVISOR | $14,257 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions Inc | CONTRACT ADMIN | $6,308 | $2,318 | 2023 |
| Savant Capital LLC | INVESTMENT ADVISOR | $5,243 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,626 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brt, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Parkesburg, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Domani Wealth LLC — Schedule C compensation
- Pa Retirement Solutions Inc — Schedule C compensation
- Savant Capital LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation