Brailsford & Dunlavey, Inc. 401(K) Plan — Form 5500 plan (Brailsford & Dunlavey, 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, Brailsford & Dunlavey, Inc. 401(K) Plan is a benefit plan reported by Brailsford & Dunlavey, Inc. under EIN 52-1847085 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $35,611,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brailsford & Dunlavey, Inc.
- EIN
- 52-1847085
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $35,611,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20241015093208NAL0014317843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,611,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,611,217
- Net assets (BOY)
- $30,626,170
Income & contributions
- Employer contributions
- $1,566,102
- Participant contributions
- $1,753,241
- Total contributions
- $3,559,155
- Total income / additions
- $8,652,817
Expenses & distributions
- Benefits paid
- $3,554,892
- Administrative expenses
- $112,878
- Total expenses
- $3,667,770
- Net increase / (decrease)
- $4,985,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,831 | $0 | 2023 |
| Ameriprise Financial Services | OTHER SERVICES | $0 | $33,884 | 2023 |
| Retirement Planners & Adminstrators | CONSULTING | $10,447 | $13,628 | 2023 |
| Yount, Hyde & Barbour | ACCOUNTANT | $22,600 | not reported in the loaded dataset | 2023 |
| Amerprise Financial Services | OTHER SERVICES | $0 | $9,728 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brailsford & Dunlavey, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Principal Life Insurance Company — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation
- Retirement Planners & Adminstrators — Schedule C compensation
- Yount, Hyde & Barbour — Schedule C compensation
- Amerprise Financial Services — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation