Bradbury Stamm Construction, Inc. 401(K) Plan — Form 5500 plan (Bradbury Stamm Construction, 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, Bradbury Stamm Construction, Inc. 401(K) Plan is a benefit plan reported by Bradbury Stamm Construction, Inc. under EIN 85-0133987 and plan number 004. The latest loaded filing year is 2023. The filing reports 223 participants and $18,955,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bradbury Stamm Construction, Inc.
- EIN
- 85-0133987
- Plan number
- 004
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $18,955,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20240925143329NAL0008410147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,955,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,955,076
- Net assets (BOY)
- $15,030,309
Income & contributions
- Employer contributions
- $628,945
- Participant contributions
- $1,462,451
- Total contributions
- $2,161,823
- Total income / additions
- $4,924,176
Expenses & distributions
- Benefits paid
- $908,289
- Administrative expenses
- $77,896
- Total expenses
- $999,409
- Net increase / (decrease)
- $3,924,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sagepoint Financial Inc | ADVISOR | $33,504 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $31,738 | $0 | 2023 |
| Osaic Wealth Inc | ADVISOR | $12,654 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bradbury Stamm Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Sagepoint Financial Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation