Browning 401(K) Savings Plan — Form 5500 plan (Dick Browning, 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, Browning 401(K) Savings Plan is a benefit plan reported by Dick Browning, Inc. under EIN 95-2135880 and plan number 002. The latest loaded filing year is 2023. The filing reports 809 participants and $30,353,042 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dick Browning, Inc.
- EIN
- 95-2135880
- Plan number
- 002
- Plan type
- 2
- Location
- Cerritos, CA
- Latest filing year
- 2023
- Participants
- 809
- End-of-year plan assets
- $30,353,042
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 809 | H, C | 20240911144211NAL0004351059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,353,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,353,042
- Net assets (BOY)
- $24,769,648
Income & contributions
- Employer contributions
- $329,038
- Participant contributions
- $2,609,473
- Total contributions
- $3,067,519
- Total income / additions
- $7,361,612
Expenses & distributions
- Benefits paid
- $1,584,308
- Administrative expenses
- $133,971
- Total expenses
- $1,778,218
- Net increase / (decrease)
- $5,583,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $51,089 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,936 | $0 | 2023 |
| National Automobile Dealers Associa | OTHER | $30,646 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC Dba Captr | OTHER | $5,108 | not reported in the loaded dataset | 2023 |
| Northeast Retirement Services, Inc. | OTHER | $3,192 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dick Browning, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cerritos, CA
- Nfp Retirement Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- National Automobile Dealers Associa — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Northeast Retirement Services, Inc. — Schedule C compensation