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, Windham Brannon, LLC 401(K) Retirement Plan is a benefit plan reported by Windham Brannon, LLC under EIN 58-1763439 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $44,084,980 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,084,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,084,980
- Net assets (BOY)
- $34,882,617
Income & contributions
- Employer contributions
- $771,709
- Participant contributions
- $2,407,877
- Total contributions
- $3,460,602
- Total income / additions
- $11,857,973
Expenses & distributions
- Benefits paid
- $2,631,555
- Administrative expenses
- $24,055
- Total expenses
- $2,655,610
- Net increase / (decrease)
- $9,202,363