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, Brent Scarbrough & Company Employee Stock Ownership Plan is a benefit plan reported by Brent Scarbrough & Company, Inc. under EIN 58-1761943 and plan number 002. The latest loaded filing year is 2023. The filing reports 604 participants and $366,989,824 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $366,989,824
- Total liabilities (EOY)
- $3,650,388
- Net assets (EOY)
- $363,339,436
- Net assets (BOY)
- $249,221,711
Income & contributions
- Employer contributions
- $365,637
- Total contributions
- $365,637
- Total income / additions
- $114,493,841
Expenses & distributions
- Benefits paid
- $266,332
- Administrative expenses
- $12,811
- Total expenses
- $376,116
- Net increase / (decrease)
- $114,117,725