Plan5500

Brown & Joseph, LLC — 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, Brown & Joseph, LLC (EIN 82-4103407) is a plan sponsor located in Itasca, IL with 2 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
82-4103407
Location
Itasca, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Brown & Joseph, LLC

  • 2 loaded plans hold $22.4M in reported assets.
  • The largest, Brown & Joseph, LLC 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,451 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.4MSummed across loaded plans$22,443,507
Total reported assets$22.4M$22,445,515
Total reported participants1.5K1,451
Total reported liabilities$2K$2,008

Reported net position

Reported assets = net assets + liabilities (summed)$22.4M total assets
Net assets$22.4MLiabilities$2K
Contributions & income
Employer contributions$309.2K
Participant contributions$522.3K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$109.2K
Total expenses$110.9K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Brown & Joseph, LLC 401(K) Retirement Plan
Participants per plan726Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Brown & Joseph, LLC 401(K) Retirement Plan$22.4M
    Plan #001 · 890 participants · 2023
  2. 2
    Brown & Joseph, LLC Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #505 · 561 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Brown & Joseph, LLC. Open one for its full reported snapshot.

  1. 2023
    Brown & Joseph, LLC 401(K) Retirement Plan890 participants · 2Sch H
    View filing →
  2. 2023
    Brown & Joseph, LLC Health & Welfare Benefit Plan561 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Brown & Joseph, LLC report on Form 5500?
Brown & Joseph, LLC (EIN 82-4103407) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Brown & Joseph, LLC?
The Employer Identification Number (EIN) reported for Brown & Joseph, LLC is 82-4103407.
What is the latest Form 5500 filing year for Brown & Joseph, LLC?
The latest loaded Form 5500 filing year for Brown & Joseph, LLC is 2023.

Related Form 5500 pages