2023 Form 5500 filing — F.M. Brown'S Sons, Inc. 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 20240730140050NAL0020142753001) for F.M. Brown'S Sons, Inc. 401(K) Plan, reported by F.M. Brown'S Sons, Inc. under EIN 23-1308422 and plan number 002. It reports 173 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)$9.2MReported net assets$9,174,918
Participants173
Provider compensation$42.8K3 Schedule C row(s)$42,817
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730140050NAL0020142753001
- Plan sponsor
- F.M. Brown'S Sons, Inc.
- EIN
- 23-1308422
- Plan number
- 002
- Location
- Sinking Spring, PA
- 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)$9.2M total assets
Net assets$9.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,174,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,174,918
- Employer contributions
- $265,861
- Participant contributions
- $514,446
- Total income / additions
- $2,243,633
- Benefits paid
- $1,513,140
- Administrative expenses
- $42,817
- Total expenses
- $1,555,957
- Net increase / (decrease)
- $687,676
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,379 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $19,183 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,255 | not reported in the loaded dataset |