Brewer Carpet & Design Center 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Brewer Carpet And Design Center, 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, Brewer Carpet & Design Center 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Brewer Carpet And Design Center, Inc. under EIN 73-1279190 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $8,595,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brewer Carpet And Design Center, Inc.
- EIN
- 73-1279190
- Plan number
- 001
- Plan type
- 3
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $8,595,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241010171936NAL0021503889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,595,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,595,709
- Net assets (BOY)
- $7,299,665
Income & contributions
- Employer contributions
- $325,654
- Participant contributions
- $582,904
- Total contributions
- $908,558
- Total income / additions
- $2,109,499
Expenses & distributions
- Benefits paid
- $764,677
- Administrative expenses
- $44,396
- Total expenses
- $813,455
- Net increase / (decrease)
- $1,296,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $31,896 | not reported in the loaded dataset | 2023 |
| Oakstreet Wealth Management | FINANCIAL ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $8,404 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brewer Carpet And Design Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Alliance Pension Consultants, LLC — Schedule C compensation
- Oakstreet Wealth Management — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation