The Brewer-Garrett Company 401(K) Ps Plan — Form 5500 plan (The Brewer-Garrett Company)
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, The Brewer-Garrett Company 401(K) Ps Plan is a benefit plan reported by The Brewer-Garrett Company under EIN 34-0836142 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $22,037,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Brewer-Garrett Company
- EIN
- 34-0836142
- Plan number
- 001
- Plan type
- 2
- Location
- Middleburg Heights, OH
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $22,037,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241009071120NAL0018837825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,037,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,037,090
- Net assets (BOY)
- $18,839,524
Income & contributions
- Employer contributions
- $445,059
- Participant contributions
- $849,659
- Total contributions
- $1,294,718
- Total income / additions
- $4,227,305
Expenses & distributions
- Benefits paid
- $946,765
- Administrative expenses
- $81,206
- Total expenses
- $1,029,739
- Net increase / (decrease)
- $3,197,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ancora Retirement Advisors | NONE | $65,751 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $15,455 | $0 | 2023 |