Plan5500

Brooks-Berry-Haynie & Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Brooks-Berry-Haynie & Associates, Inc. (EIN 58-0649047) is a plan sponsor located in Mableton, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-0649047
Location
Mableton, GA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.5MSummed across loaded plans$11,516,298
Total reported assets$11.5M$11,517,742
Total reported participants107
Total reported liabilities$1.4K$1,444

Reported net position

Reported assets = net assets + liabilities (summed)$11.5M total assets
Net assets$11.5MLiabilities$1.4K
Contributions & income
Employer contributions$1.3M
Participant contributionsNot reported
Total income / additions$712.8K
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)-$476.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bbh Employee Stock Ownership Plan
Participants per plan107Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bbh Employee Stock Ownership Plan$11.5M
    Plan #002 · 107 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brooks-Berry-Haynie & Associates, Inc.
YearPlanParticipantsSchedulesFiling
2023Bbh Employee Stock Ownership Plan107I20250116100302NAL0013615971001

Related Form 5500 pages