Brady Funded Retirement Plan — Form 5500 plan (Brady Corporation)

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 Funded Retirement Plan is a benefit plan reported by Brady Corporation under EIN 39-0178960 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,526 participants and $75,392,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brady Corporation
EIN
39-0178960
Plan number
004
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
1,526
End-of-year plan assets
$75,392,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,526H, C20241001083036NAL0011937920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,392,734
Total liabilities (EOY)
$5,192
Net assets (EOY)
$75,387,542
Net assets (BOY)
$62,677,977

Income & contributions

Employer contributions
$3,921,589
Participant contributions
$0
Total contributions
$3,921,589
Total income / additions
$16,848,866

Expenses & distributions

Benefits paid
$4,067,924
Administrative expenses
$71,377
Total expenses
$4,139,301
Net increase / (decrease)
$12,709,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Francis Investment CounselINVESTMENT ADVISOR$35,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,347$02023
CliftonlarsenallenllpPLAN SPONSOR$15,605not reported in the loaded dataset2023

Related Form 5500 pages