Brooks Pierce Retirement And Savings Plan — Form 5500 plan (Brooks Pierce Mclendon Humphrey & Leonard, Llp)
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, Brooks Pierce Retirement And Savings Plan is a benefit plan reported by Brooks Pierce Mclendon Humphrey & Leonard, Llp under EIN 56-0561489 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $141,080,827 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$141.1MPlan net assets, end of year$141,080,827
Participants211Covered participants reported
Assets / participant$668.6KComputed: assets ÷ participants$668,630 (computed)
Provider compensation$45.5K2 Schedule C provider row(s)$45,480
- Plan sponsor
- Brooks Pierce Mclendon Humphrey & Leonard, Llp
- EIN
- 56-0561489
- Plan number
- 001
- Plan type
- 2
- Location
- Greensboro, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20241015153046NAL0058452242001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$141.1M total assets
Net assets$141.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $141,080,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,080,827
- Net assets (BOY)
- $129,598,242
Income & contributions
- Employer contributions
- $2,837,437
- Participant contributions
- $2,637,666
- Total contributions
- $5,497,568
- Total income / additions
- $26,774,075
Expenses & distributions
- Benefits paid
- $15,246,160
- Administrative expenses
- $45,330
- Total expenses
- $15,291,490
- Net increase / (decrease)
- $11,482,585
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
52%48%
Employer 52%Participant 48%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Davenport & Company LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $480 | $0 | 2023 |