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 & James, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Brown & James, P.C. under EIN 43-1235718 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $72,736,605 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,736,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,736,605
- Net assets (BOY)
- $61,726,170
Income & contributions
- Employer contributions
- $1,468,962
- Participant contributions
- $1,047,923
- Total contributions
- $2,526,325
- Total income / additions
- $12,654,057
Expenses & distributions
- Benefits paid
- $1,557,259
- Administrative expenses
- $86,363
- Total expenses
- $1,643,622
- Net increase / (decrease)
- $11,010,435