Brown, Winick, Graves, Gross And Baskerville, P.L.C. 401(K) Plan — Form 5500 plan (Brown Winick Law Firm)

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, Winick, Graves, Gross And Baskerville, P.L.C. 401(K) Plan is a benefit plan reported by Brown Winick Law Firm under EIN 42-0704554 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $54,350,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brown Winick Law Firm
EIN
42-0704554
Plan number
002
Plan type
2
Location
Des Moines, IA
Latest filing year
2023
Participants
221
End-of-year plan assets
$54,350,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20240723145059NAL0011490529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,350,933
Total liabilities (EOY)
$0
Net assets (EOY)
$54,350,933
Net assets (BOY)
$43,266,310

Income & contributions

Employer contributions
$2,108,222
Participant contributions
$1,626,355
Total contributions
$4,496,211
Total income / additions
$12,307,121

Expenses & distributions

Benefits paid
$1,147,589
Administrative expenses
$74,909
Total expenses
$1,222,498
Net increase / (decrease)
$11,084,623

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Financial AdvisorsNONE$57,500not reported in the loaded dataset2023
Bankers Trust CompanyNONE$17,409$02023

Related Form 5500 pages