Bradshaw Home Before-Tax Savings Plan — Form 5500 plan (Bradshaw International, 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, Bradshaw Home Before-Tax Savings Plan is a benefit plan reported by Bradshaw International, Inc. under EIN 95-4083998 and plan number 001. The latest loaded filing year is 2023. The filing reports 680 participants and $32,983,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bradshaw International, Inc.
EIN
95-4083998
Plan number
001
Plan type
2
Location
Rancho Cucamonga, CA
Latest filing year
2023
Participants
680
End-of-year plan assets
$32,983,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023680H, C20240906131751NAL0001892096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,983,740
Total liabilities (EOY)
$0
Net assets (EOY)
$32,983,740
Net assets (BOY)
$27,677,946

Income & contributions

Employer contributions
$914,089
Participant contributions
$2,025,734
Total contributions
$3,089,843
Total income / additions
$7,671,689

Expenses & distributions

Benefits paid
$2,273,549
Administrative expenses
$81,367
Total expenses
$2,365,895
Net increase / (decrease)
$5,305,794

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Embree Financial GroupADVISOR$51,839not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$29,528$02023

Related Form 5500 pages