Brown, Edwards & Company, L.L.P. 401k Profit Sharing Plan — Form 5500 plan (Brown, Edwards & Company, L.L.P.)

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, Edwards & Company, L.L.P. 401k Profit Sharing Plan is a benefit plan reported by Brown, Edwards & Company, L.L.P. under EIN 54-0504608 and plan number 001. The latest loaded filing year is 2023. The filing reports 561 participants and $79,462,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brown, Edwards & Company, L.L.P.
EIN
54-0504608
Plan number
001
Plan type
2
Location
Christiansburg, VA
Latest filing year
2023
Participants
561
End-of-year plan assets
$79,462,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023561H, C20250305113339NAL0005182387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,462,673
Total liabilities (EOY)
$138,088
Net assets (EOY)
$79,324,585
Net assets (BOY)
$64,792,808

Income & contributions

Employer contributions
$2,839,744
Participant contributions
$3,706,927
Total contributions
$6,921,729
Total income / additions
$17,935,538

Expenses & distributions

Benefits paid
$3,275,493
Administrative expenses
$128,268
Total expenses
$3,403,761
Net increase / (decrease)
$14,531,777

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bam Advisor Services, LLCINVESTMENT ADVISOR$85,376not reported in the loaded dataset2023
Alerus FinancialRECORDKEEPER/TRUSTEE$42,942$02023

Related Form 5500 pages