2023 Form 5500 filing — Brunswick 401(K) Retirement 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 20240715134935NAL0001773313001) for Brunswick 401(K) Retirement Plan, reported by Brunswick Group, LLC under EIN 20-1591418 and plan number 002. It reports 665 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)$75.3MReported net assets$75,255,489
Participants665
Provider compensation$177.6K2 Schedule C row(s)$177,643
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240715134935NAL0001773313001
Plan sponsor
Brunswick Group, LLC
EIN
20-1591418
Plan number
002
Location
New York, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$75.3M total assets
Net assets$75.3MLiabilities$0
Money in vs. money out
Total income / additions$23.7M
Total expenses$6.3M
Benefits paid / distributions$6.1M
Contributions
Employer$5.5M
Participant$5.8M
Full reported line items
Total assets (EOY)
$75,255,489
Total liabilities (EOY)
$0
Net assets (EOY)
$75,255,489
Employer contributions
$5,452,571
Participant contributions
$5,836,603
Total income / additions
$23,745,783
Benefits paid
$6,086,172
Administrative expenses
$158,261
Total expenses
$6,274,180
Net increase / (decrease)
$17,471,603
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $129.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $48K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715134935NAL0001773313001 cover?
It is the 2023 Form 5500 filing for Brunswick 401(K) Retirement Plan, reported by Brunswick Group, LLC (EIN 20-1591418).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages