Brady, Ware & Schoenfeld, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Brady, Ware & Schoenfeld, 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, Brady, Ware & Schoenfeld, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Brady, Ware & Schoenfeld, Inc. under EIN 35-1476702 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $24,456,580 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brady, Ware & Schoenfeld, Inc.
EIN
35-1476702
Plan number
001
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
192
End-of-year plan assets
$24,456,580

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20240930140538NAL0002666547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,456,580
Total liabilities (EOY)
$6,220
Net assets (EOY)
$24,450,360
Net assets (BOY)
$26,822,288

Income & contributions

Employer contributions
$849,299
Participant contributions
$1,219,489
Total contributions
$2,089,886
Total income / additions
$5,646,901

Expenses & distributions

Benefits paid
$7,961,561
Administrative expenses
$57,268
Total expenses
$8,018,829
Net increase / (decrease)
-$2,371,928

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement Plan Company, LLCNONE$56,436$3,5272023

Related Form 5500 pages