2023 Form 5500 filing — Brookstone Capital Management LLC 401(K) 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 20240618214329NAL0003477601001) for Brookstone Capital Management LLC 401(K) Plan, reported by Brookstone Capital Management LLC under EIN 20-5073624 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240618214329NAL0003477601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brookstone Capital Management LLC
- EIN
- 20-5073624
- Plan number
- 001
- Location
- Wheaton, IL
- Participants
- 116
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,869,341
- Net assets (EOY)
- $3,869,341
- Employer contributions
- $137,982
- Participant contributions
- $448,931
- Total income / additions
- $1,239,594
- Benefits paid
- $453,962
- Administrative expenses
- $2,840
- Total expenses
- $463,612
- Net increase / (decrease)
- $775,982
- Schedule source
- Schedule H