Benefit And Risk Management Services, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Benefit And Risk Management Services, 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, Benefit And Risk Management Services, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Benefit And Risk Management Services, Inc. under EIN 68-0306908 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $10,108,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benefit And Risk Management Services, Inc.
- EIN
- 68-0306908
- Plan number
- 001
- Plan type
- 2
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $10,108,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20250314183031NAL0038070416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,108,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,108,481
- Net assets (BOY)
- $7,792,215
Income & contributions
- Employer contributions
- $341,589
- Participant contributions
- $760,069
- Total contributions
- $1,161,983
- Total income / additions
- $2,780,111
Expenses & distributions
- Benefits paid
- $373,218
- Administrative expenses
- $89,638
- Total expenses
- $463,845
- Net increase / (decrease)
- $2,316,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America Inc | INVESTMENT ADVISOR | $54,123 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $36,041 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,336 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Benefit And Risk Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Folsom, CA
- Securities America Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation