Fibrix Filtration 401(K) Plan — Form 5500 plan (Branford Filtration, LLC Dba Fibrix Filtration)
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, Fibrix Filtration 401(K) Plan is a benefit plan reported by Branford Filtration, LLC Dba Fibrix Filtration under EIN 85-2075925 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $6,898,662 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.8MPlan net assets, end of year$6,843,789
Participants142Covered participants reported
Assets / participant$48.6KComputed: assets ÷ participants$48,582 (computed)
Provider compensation$23K12 Schedule C provider row(s)$23,045
- Plan sponsor
- Branford Filtration, LLC Dba Fibrix Filtration
- EIN
- 85-2075925
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241014105613NAL0013164883001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.9M total assets
Net assets$6.8MLiabilities$54.9K
Full reported line items
Net assets
- Total assets (EOY)
- $6,898,662
- Total liabilities (EOY)
- $54,873
- Net assets (EOY)
- $6,843,789
- Net assets (BOY)
- $1,105,752
Income & contributions
- Employer contributions
- $129,366
- Participant contributions
- $314,622
- Total contributions
- $495,178
- Total income / additions
- $1,111,031
Expenses & distributions
- Benefits paid
- $365,691
- Administrative expenses
- $23,695
- Total expenses
- $389,386
- Net increase / (decrease)
- $721,645
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $23,045 | $0 | 2023 |
| American New World R6 | NONE | $0 | $0 | 2023 |
| Fidelity Low-Priced Stock K | NONE | $0 | $0 | 2023 |
| Delaware Ivy Mid Cap Grw R6 | NONE | $0 | $0 | 2023 |
| Jpmorgan Growth Advantage R6 | NONE | $0 | $0 | 2023 |
| Loomis Sayles Invsmt Gr Bond N | NONE | $0 | $0 | 2023 |
| Pimco Income Inst | NONE | $0 | $0 | 2023 |
| Pgim Total Return Bond R6 | NONE | $0 | $0 | 2023 |
| Putnam Small Cap Growth R6 | NONE | $0 | $0 | 2023 |
| Nuveen Real Estate Sec Select R6 | NONE | $0 | $0 | 2023 |
| Vanguard 500 Index Admiral | NONE | $0 | $0 | 2023 |
| Great Gray Tr Trp Ret 2005 Trr1 | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Branford Filtration, LLC Dba Fibrix Filtration
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American New World R6 — Schedule C compensation
- Fidelity Low-Priced Stock K — Schedule C compensation
- Delaware Ivy Mid Cap Grw R6 — Schedule C compensation
- Jpmorgan Growth Advantage R6 — Schedule C compensation
- Loomis Sayles Invsmt Gr Bond N — Schedule C compensation
- Pimco Income Inst — Schedule C compensation
- Pgim Total Return Bond R6 — Schedule C compensation
- Putnam Small Cap Growth R6 — Schedule C compensation
- Nuveen Real Estate Sec Select R6 — Schedule C compensation
- Vanguard 500 Index Admiral — Schedule C compensation
- Great Gray Tr Trp Ret 2005 Trr1 — Schedule C compensation