Bryant-Durham Electric Company, Inc. 401(K) Plan — Form 5500 plan (Bryant-Durham Electric Company, 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, Bryant-Durham Electric Company, Inc. 401(K) Plan is a benefit plan reported by Bryant-Durham Electric Company, Inc. under EIN 56-0754195 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $9,389,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bryant-Durham Electric Company, Inc.
EIN
56-0754195
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
155
End-of-year plan assets
$9,389,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20250925072854NAL0003392435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,389,379
Total liabilities (EOY)
$28,393
Net assets (EOY)
$9,360,986
Net assets (BOY)
$7,609,712

Income & contributions

Employer contributions
$49,889
Participant contributions
$429,154
Total contributions
$479,043
Total income / additions
$2,147,836

Expenses & distributions

Benefits paid
$351,576
Administrative expenses
$25,360
Total expenses
$396,562
Net increase / (decrease)
$1,751,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital Markets LLCINSURANCE AGENT OR BROKER$19,826$6,7052023
NationwideCUSTODIAN$8,381not reported in the loaded dataset2023
Qualified Plan Administrators, IncTHIRD PARTY ADMINISTRATO$3,216not reported in the loaded dataset2023
Qualified Plan Administrators, IncTHIRD PARTY ADMINISTRATO$3,183not reported in the loaded dataset2023
NationwideCUSTODIANnot reported in the loaded dataset$1,0312023

Related Form 5500 pages