David S. Brown Enterprises, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (David S. Brown Enterprises, Ltd.)
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, David S. Brown Enterprises, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by David S. Brown Enterprises, Ltd. under EIN 52-1476857 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $16,500,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David S. Brown Enterprises, Ltd.
- EIN
- 52-1476857
- Plan number
- 001
- Plan type
- 2
- Location
- Owings Mills, MD
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $16,500,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241001105539NAL0006965617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,500,148
- Total liabilities (EOY)
- $8
- Net assets (EOY)
- $16,500,140
- Net assets (BOY)
- $13,731,892
Income & contributions
- Employer contributions
- $343,769
- Participant contributions
- $885,180
- Total contributions
- $1,576,545
- Total income / additions
- $3,893,737
Expenses & distributions
- Benefits paid
- $1,040,609
- Administrative expenses
- $84,880
- Total expenses
- $1,125,489
- Net increase / (decrease)
- $2,768,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirment Plan Svcs | RECORDKEEPER | $39,323 | $0 | 2023 |
| Founders Financial Securities | ADVISOR | $33,519 | $0 | 2023 |
| Nfp Retirement, Inc. | ADVISOR | $12,038 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for David S. Brown Enterprises, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Owings Mills, MD
- John Hancock Retirment Plan Svcs — Schedule C compensation
- Founders Financial Securities — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation