The Brilex Group 401(K)Plan — Form 5500 plan (Brilex Industries, 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, The Brilex Group 401(K)Plan is a benefit plan reported by Brilex Industries, Inc. under EIN 34-1832263 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $23,421,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brilex Industries, Inc.
- EIN
- 34-1832263
- Plan number
- 001
- Plan type
- 2
- Location
- Youngstown, OH
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $23,421,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241004043548NAL0006335091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,421,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,421,130
- Net assets (BOY)
- $20,821,665
Income & contributions
- Employer contributions
- $751,411
- Participant contributions
- $1,262,203
- Total contributions
- $2,155,463
- Total income / additions
- $5,801,942
Expenses & distributions
- Benefits paid
- $2,710,774
- Administrative expenses
- $76,440
- Total expenses
- $2,798,112
- Net increase / (decrease)
- $3,003,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beard Investment Services, Inc. | INVESTMENT ADVISOR | $47,307 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,341 | $0 | 2023 |
| Beard Pension Services, Inc. | CONTRACT ADMIN | $5,600 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,645 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brilex Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Youngstown, OH
- Beard Investment Services, Inc. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Beard Pension Services, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation