Plan5500

Britten, Inc. 401(K) Plan — Form 5500 plan (Britten, 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, Britten, Inc. 401(K) Plan is a benefit plan reported by Britten, Inc. under EIN 83-2409738 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $10,783,307 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Britten, Inc.
EIN
83-2409738
Plan number
001
Plan type
2
Location
Traverse City, MI
Latest filing year
2023
Participants
302
End-of-year plan assets
$10,783,307

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20241014115625NAL0044398080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,783,307
Total liabilities (EOY)
$0
Net assets (EOY)
$10,783,307
Net assets (BOY)
$8,723,460

Income & contributions

Employer contributions
$327,173
Participant contributions
$990,296
Total contributions
$1,331,926
Total income / additions
$3,152,939

Expenses & distributions

Benefits paid
$1,039,217
Administrative expenses
$49,236
Total expenses
$1,093,092
Net increase / (decrease)
$2,059,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$26,861$02023
Mma Securities LLCINVESTMENT ADVISOR$19,755not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$2,620not reported in the loaded dataset2023

Related Form 5500 pages