Todd, Bremer & Lawson, Inc. 401(K) Plan — Form 5500 plan (Todd, Bremer & Lawson, 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, Todd, Bremer & Lawson, Inc. 401(K) Plan is a benefit plan reported by Todd, Bremer & Lawson, Inc. under EIN 57-0605947 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $6,745,167 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Todd, Bremer & Lawson, Inc.
- EIN
- 57-0605947
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Hill, SC
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $6,745,167
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240715131452NAL0003503730001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,745,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,745,167
- Net assets (BOY)
- $6,701,941
Income & contributions
- Employer contributions
- $72,879
- Participant contributions
- $176,872
- Total income / additions
- $1,205,017
Expenses & distributions
- Benefits paid
- $1,134,538
- Administrative expenses
- $27,253
- Total expenses
- $1,161,791
- Net increase / (decrease)
- $43,226
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.