2023 Form 5500 filing — Brown, Winick, Graves, Gross And Baskerville, P.L.C. 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 20240723145059NAL0011490529001) for Brown, Winick, Graves, Gross And Baskerville, P.L.C. 401(K) Plan, reported by Brown Winick Law Firm under EIN 42-0704554 and plan number 002. It reports 221 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)$54.4MReported net assets$54,350,933
Participants221
Provider compensation$74.9K2 Schedule C row(s)$74,909
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240723145059NAL0011490529001
- Plan sponsor
- Brown Winick Law Firm
- EIN
- 42-0704554
- Plan number
- 002
- Location
- Des Moines, IA
- 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)$54.4M total assets
Net assets$54.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $54,350,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,350,933
- Employer contributions
- $2,108,222
- Participant contributions
- $1,626,355
- Total income / additions
- $12,307,121
- Benefits paid
- $1,147,589
- Administrative expenses
- $74,909
- Total expenses
- $1,222,498
- Net increase / (decrease)
- $11,084,623
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | NONE | $57,500 | not reported in the loaded dataset |
| Bankers Trust Company | NONE | $17,409 | $0 |