Bradley Plumbing & Heating, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Bradley Plumbing & Heating, 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, Bradley Plumbing & Heating, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bradley Plumbing & Heating, Inc. under EIN 63-0461546 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $7,052,483 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bradley Plumbing & Heating, Inc.
EIN
63-0461546
Plan number
001
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
Participants
146
End-of-year plan assets
$7,052,483

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20240828153209NAL0011991057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,052,483
Total liabilities (EOY)
$0
Net assets (EOY)
$7,052,483
Net assets (BOY)
$5,829,871

Income & contributions

Employer contributions
$176,197
Participant contributions
$329,529
Total contributions
$505,726
Total income / additions
$1,565,892

Expenses & distributions

Benefits paid
$306,319
Administrative expenses
$36,961
Total expenses
$343,280
Net increase / (decrease)
$1,222,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capsouth Partners, Inc.FINANCIAL ADVISOR$24,956not reported in the loaded dataset2023
Employee Fiduciary, LLCRECORD KEEPER$12,005$1212023

Related Form 5500 pages