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, Brandon & Clark Inc. 401(K) Plan is a benefit plan reported by Brandon & Clark, Inc. under EIN 75-0786433 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $18,544,329 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,544,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,544,329
- Net assets (BOY)
- $16,559,870
Income & contributions
- Employer contributions
- $401,864
- Participant contributions
- $752,136
- Total contributions
- $1,173,553
- Total income / additions
- $4,063,934
Expenses & distributions
- Benefits paid
- $2,067,559
- Administrative expenses
- $11,916
- Total expenses
- $2,079,475
- Net increase / (decrease)
- $1,984,459