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, Word & Brown 401(K) Retirement Plan is a benefit plan reported by Word & Brown Inc. Admin., Inc. under EIN 95-3161239 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $79,900,381 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,900,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,900,381
- Net assets (BOY)
- $68,579,578
Income & contributions
- Employer contributions
- $1,250,883
- Participant contributions
- $4,358,893
- Total contributions
- $5,779,258
- Total income / additions
- $20,187,855
Expenses & distributions
- Benefits paid
- $8,681,006
- Administrative expenses
- $145,973
- Total expenses
- $8,867,052
- Net increase / (decrease)
- $11,320,803