2023 Form 5500 filing — Bradley Caldwell, Inc. 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605143749NAL0011114499001) for Bradley Caldwell, Inc. 401(K) Retirement Savings Plan, reported by Bradley Caldwell, Inc. under EIN 21-0698772 and plan number 001. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27.2MReported net assets$27,164,639
Participants448
Provider compensation$72.4K2 Schedule C row(s)$72,374
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240605143749NAL0011114499001
- Plan sponsor
- Bradley Caldwell, Inc.
- EIN
- 21-0698772
- Plan number
- 001
- Location
- Hazleton, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$27.2M total assets
Net assets$27.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,164,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,164,639
- Employer contributions
- $198,002
- Participant contributions
- $1,662,142
- Total income / additions
- $5,583,659
- Benefits paid
- $1,970,855
- Administrative expenses
- $72,374
- Total expenses
- $2,043,229
- Net increase / (decrease)
- $3,540,430
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sterling Investment Advisors Ltd | ADVISOR | $43,554 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,820 | not reported in the loaded dataset |