Carlson, Brigance & Doering, Inc. Retirement Plan — Form 5500 plan (Carlson, Brigance & Doering, 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, Carlson, Brigance & Doering, Inc. Retirement Plan is a benefit plan reported by Carlson, Brigance & Doering, Inc. under EIN 74-2434469 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $9,549,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlson, Brigance & Doering, Inc.
- EIN
- 74-2434469
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $9,549,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20240830121316NAL0008365907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,549,391
- Net assets (EOY)
- $9,549,391
- Net assets (BOY)
- $7,718,236
Income & contributions
- Employer contributions
- $477,757
- Participant contributions
- $588,131
- Total contributions
- $1,158,408
- Total income / additions
- $2,321,370
Expenses & distributions
- Benefits paid
- $442,251
- Administrative expenses
- $47,964
- Total expenses
- $490,215
- Net increase / (decrease)
- $1,831,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $23,167 | $0 | 2023 |
| Meridian Wealth Advisors LLC | INVESTMENT ADVISORY - PLA | $20,414 | $0 | 2023 |
| Nova 401k Associates Lp | THIRD PARTY ADMINISTRATOR | $4,383 | $288 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carlson, Brigance & Doering, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Transamerica Retirement Solutions — Schedule C compensation
- Meridian Wealth Advisors LLC — Schedule C compensation
- Nova 401k Associates Lp — Schedule C compensation