Brady'S Welding & Machine Shop 401(K) Plan — Form 5500 plan (Brady'S Welding & Machine Shop, 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, Brady'S Welding & Machine Shop 401(K) Plan is a benefit plan reported by Brady'S Welding & Machine Shop, Inc. under EIN 73-1141766 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $11,431,797 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brady'S Welding & Machine Shop, Inc.
EIN
73-1141766
Plan number
001
Plan type
2
Location
Healdton, OK
Latest filing year
2023
Participants
242
End-of-year plan assets
$11,431,797

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20240827080727NAL0005972851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,431,797
Net assets (EOY)
$11,431,797
Net assets (BOY)
$8,829,502

Income & contributions

Employer contributions
$830,425
Participant contributions
$1,324,410
Total contributions
$2,195,019
Total income / additions
$3,722,225

Expenses & distributions

Benefits paid
$1,119,930
Total expenses
$1,119,930
Net increase / (decrease)
$2,602,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tristar Pension LtdCONTRACT ADMIN$14,737$02023
Rose Rock Cpas, PllcOTHER$8,000$02023
Capital Group Retirement Plan ServiRECORDKEEPER$1,450$02023

Related Form 5500 pages