Plan5500

Baird Mandalas Brockstedt & Federico, LLC Employee Benefit Plan — Form 5500 plan (Baird Mandalas Brockstedt & Federico, LLC)

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, Baird Mandalas Brockstedt & Federico, LLC Employee Benefit Plan is a benefit plan reported by Baird Mandalas Brockstedt & Federico, LLC under EIN 26-3665886 and plan number 501. The latest loaded filing year is 2023. The filing reports 52 participants and $5,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baird Mandalas Brockstedt & Federico, LLC
EIN
26-3665886
Plan number
501
Plan type
2
Location
Dover, DE
Latest filing year
2023
Participants
52
End-of-year plan assets
$5,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202352I, C20240813102851NAL0006026931001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,079
Total liabilities (EOY)
$105,896
Net assets (EOY)
-$100,817
Net assets (BOY)
$37,361

Income & contributions

Employer contributions
$807,805
Participant contributions
$120,956
Total income / additions
$929,232

Expenses & distributions

Benefits paid
$667,356
Administrative expenses
$4,498
Total expenses
$1,067,410
Net increase / (decrease)
-$138,178

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ifs Benefits, LLCBROKER$38,940not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$12,961not reported in the loaded dataset2023
Highmark Of DelawareADMIN$4,498not reported in the loaded dataset2023
Connectcare3 LLCPATIENT ADVOCATE$3,544not reported in the loaded dataset2023

Related Form 5500 pages