Brown-Wilbert, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Brown-Wilbert, 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, Brown-Wilbert, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Brown-Wilbert, Inc. under EIN 41-1821767 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $4,988,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown-Wilbert, Inc.
- EIN
- 41-1821767
- Plan number
- 001
- Plan type
- 2
- Location
- Roseville, MN
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $4,988,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241015140031NAL0028680113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,988,779
- Total liabilities (EOY)
- $224
- Net assets (EOY)
- $4,988,555
- Net assets (BOY)
- $4,958,216
Income & contributions
- Employer contributions
- $6,679
- Participant contributions
- $420,254
- Total contributions
- $446,933
- Total income / additions
- $1,209,220
Expenses & distributions
- Benefits paid
- $1,138,914
- Administrative expenses
- $33,936
- Total expenses
- $1,178,881
- Net increase / (decrease)
- $30,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,040 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $12,654 | $0 | 2023 |
| Tsc 401k | CONTRACT ADMIN | $1,564 | $5,061 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $212 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brown-Wilbert, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Roseville, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Tsc 401k — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation