Brand Institute Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Brand Institute 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, Brand Institute Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Brand Institute Inc under EIN 58-2236553 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $14,428,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brand Institute Inc
- EIN
- 58-2236553
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $14,428,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241008131919NAL0016728801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,428,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,428,884
- Net assets (BOY)
- $11,617,432
Income & contributions
- Employer contributions
- $47,882
- Participant contributions
- $776,045
- Total contributions
- $823,927
- Total income / additions
- $2,919,123
Expenses & distributions
- Benefits paid
- $73,711
- Administrative expenses
- $33,960
- Total expenses
- $107,671
- Net increase / (decrease)
- $2,811,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $21,031 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,620 | not reported in the loaded dataset | 2023 |
| Mesirow | INVESTMENT ADVISORY | $5,684 | not reported in the loaded dataset | 2023 |