Brandt Information Services Retirement Plan — Form 5500 plan (Brandt Information Services, LLC)
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, Brandt Information Services Retirement Plan is a benefit plan reported by Brandt Information Services, LLC under EIN 59-2800373 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $7,884,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brandt Information Services, LLC
- EIN
- 59-2800373
- Plan number
- 001
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $7,884,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241015103817NAL0055611986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,884,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,884,066
- Net assets (BOY)
- $5,109,361
Income & contributions
- Employer contributions
- $132,560
- Participant contributions
- $1,307,316
- Total contributions
- $2,036,118
- Total income / additions
- $3,233,373
Expenses & distributions
- Benefits paid
- $383,620
- Administrative expenses
- $75,048
- Total expenses
- $458,668
- Net increase / (decrease)
- $2,774,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynce Pierce Fenner & Smith | INVESTMENT ADVISOR | $29,874 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,699 | $0 | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $9,259 | $6,370 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,536 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brandt Information Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Merrill Lynce Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation