2023 Form 5500 filing — Braxton Mfg Co., Inc. Savings & 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 20240730134033NAL0013444675001) for Braxton Mfg Co., Inc. Savings & Retirement Plan, reported by Braxton Manufacturing Co., Inc. under EIN 06-0802403 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240730134033NAL0013444675001
Filing year
2023
Form type
2
Plan sponsor
Braxton Manufacturing Co., Inc.
EIN
06-0802403
Plan number
001
Location
Watertown, CT
Participants
227
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$25,192,667
Total liabilities (EOY)
$0
Net assets (EOY)
$25,192,667
Employer contributions
$265,920
Participant contributions
$1,226,007
Total income / additions
$5,155,682
Benefits paid
$1,229,203
Administrative expenses
$33,122
Total expenses
$1,262,325
Net increase / (decrease)
$3,893,357
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cetera Advisor Networks LLCBROKER/ADVISOR$0$47,856
Marcum LlpAUDITOR$21,210not reported in the loaded dataset
Pension Consultants, Inc.CONTRACT ADMIN$9,840$5,000
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$0$0

Related Form 5500 pages