Brach Eichler L.L.C. 401(K) Plan — Form 5500 plan (Brach Eichler L.L.C.)
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, Brach Eichler L.L.C. 401(K) Plan is a benefit plan reported by Brach Eichler L.L.C. under EIN 26-4590220 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $36,885,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brach Eichler L.L.C.
- EIN
- 26-4590220
- Plan number
- 001
- Plan type
- 2
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $36,885,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241014111320NAL0044282368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,885,157
- Total liabilities (EOY)
- $912
- Net assets (EOY)
- $36,884,245
- Net assets (BOY)
- $26,764,094
Income & contributions
- Employer contributions
- $1,481,320
- Participant contributions
- $1,476,485
- Total contributions
- $3,808,253
- Total income / additions
- $8,804,386
Expenses & distributions
- Benefits paid
- $490,427
- Administrative expenses
- $12,288
- Total expenses
- $502,715
- Net increase / (decrease)
- $8,301,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $11,163 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Operations Co Inc | RECORDKEEPER | $1,125 | not reported in the loaded dataset | 2023 |