2023 Form 5500 filing — Bramco 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 20240731111435NAL0021395601001) for Bramco Retirement Plan, reported by Bramco Inc. under EIN 61-0140340 and plan number 002. It reports 715 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731111435NAL0021395601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bramco Inc.
- EIN
- 61-0140340
- Plan number
- 002
- Location
- Louisville, KY
- Participants
- 715
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,857,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,857,165
- Employer contributions
- $2,791,885
- Participant contributions
- $5,000,929
- Total income / additions
- $21,165,626
- Benefits paid
- $7,213,514
- Administrative expenses
- $136,355
- Total expenses
- $7,349,869
- Net increase / (decrease)
- $13,815,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $99,452 | $0 |
| Highland Consulting Associates Inc | CONSULTANT | $36,903 | not reported in the loaded dataset |