2023 Form 5500 filing — Brandt Holdings Company 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 20240725094945NAL0022143152001) for Brandt Holdings Company 401(K) Plan, reported by Brandt Holdings Company under EIN 45-0428402 and plan number 001. It reports 2,096 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725094945NAL0022143152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brandt Holdings Company
- EIN
- 45-0428402
- Plan number
- 001
- Location
- Fargo, ND
- Participants
- 2,096
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,399,824
- Total liabilities (EOY)
- $713,696
- Net assets (EOY)
- $98,686,128
- Employer contributions
- $1,766,251
- Participant contributions
- $6,394,858
- Total income / additions
- $24,946,666
- Benefits paid
- $7,899,864
- Administrative expenses
- $161,690
- Total expenses
- $8,062,360
- Net increase / (decrease)
- $16,884,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $136,064 | $0 |
| Alerus Investment Advisors | NONE | $25,627 | not reported in the loaded dataset |