2023 Form 5500 filing — Brockway-Smith Company Profit Sharing Plan & Trust

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 20240709065134NAL0026655730001) for Brockway-Smith Company Profit Sharing Plan & Trust, reported by Brockway-Smith Company under EIN 04-1123740 and plan number 003. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$40.6MReported net assets$40,623,662
Participants66
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240709065134NAL0026655730001
Plan sponsor
Brockway-Smith Company
EIN
04-1123740
Plan number
003
Location
Andover, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$40.6M total assets
Net assets$40.6MLiabilities
Money in vs. money out
Total income / additions$28.2M
Total expenses$491.9K
Benefits paid / distributions$491.3K
Full reported line items
Total assets (EOY)
$40,623,662
Net assets (EOY)
$40,623,662
Total income / additions
$28,167,347
Benefits paid
$491,254
Total expenses
$491,914
Net increase / (decrease)
$27,675,433

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240709065134NAL0026655730001 cover?
It is the 2023 Form 5500 filing for Brockway-Smith Company Profit Sharing Plan & Trust, reported by Brockway-Smith Company (EIN 04-1123740).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages