Brown Strauss, Inc. 401(K) Savings Plan — Form 5500 plan (Brown Strauss, 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 Strauss, Inc. 401(K) Savings Plan is a benefit plan reported by Brown Strauss, Inc. under EIN 47-2673099 and plan number 039. The latest loaded filing year is 2023. The filing reports 283 participants and $40,344,851 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brown Strauss, Inc.
EIN
47-2673099
Plan number
039
Plan type
2
Location
Aurora, CO
Latest filing year
2023
Participants
283
End-of-year plan assets
$40,344,851

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20241007165442NAL0009066419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,344,851
Total liabilities (EOY)
$0
Net assets (EOY)
$40,344,851
Net assets (BOY)
$43,488,150

Income & contributions

Employer contributions
$706,603
Participant contributions
$1,221,373
Total contributions
$15,651,957
Total income / additions
$19,958,302

Expenses & distributions

Benefits paid
$22,807,392
Administrative expenses
$87,186
Total expenses
$23,101,601
Net increase / (decrease)
-$3,143,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$87,186$02023
Resources Investment AdvisorsINVESTMENT ADVISORY$0$31,6792023
Brown Strauss, Inc.CONTRACT ADMINISTRATOR$0$7,7722023

Related Form 5500 pages