Brown Jordan Inc. 401(K) Plan — Form 5500 plan (Brown Jordan 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, Brown Jordan Inc. 401(K) Plan is a benefit plan reported by Brown Jordan Inc. under EIN 63-1127982 and plan number 001. The latest loaded filing year is 2023. The filing reports 934 participants and $37,826,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown Jordan Inc.
- EIN
- 63-1127982
- Plan number
- 001
- Plan type
- 2
- Location
- St. Augustine, FL
- Latest filing year
- 2023
- Participants
- 934
- End-of-year plan assets
- $37,826,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 934 | H, C | 20240918125620NAL0006294304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,826,756
- Net assets (EOY)
- $37,826,756
- Net assets (BOY)
- $34,075,263
Income & contributions
- Employer contributions
- $939,796
- Participant contributions
- $2,459,947
- Total contributions
- $3,835,775
- Total income / additions
- $8,274,757
Expenses & distributions
- Benefits paid
- $4,413,321
- Administrative expenses
- $94,382
- Total expenses
- $4,523,264
- Net increase / (decrease)
- $3,751,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $41,582 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc | NONE | $31,350 | not reported in the loaded dataset | 2023 |
| The Highlands Accounting Group | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting | NONE | $10,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brown Jordan Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in St. Augustine, FL
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Mercer (Us) Inc — Schedule C compensation
- The Highlands Accounting Group — Schedule C compensation
- Mercer Investment Consulting — Schedule C compensation