2023 Form 5500 filing — David A. Bramble Inc. 401k Profit Sharing Plan And Trust

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 20240821091857NAL0003763905001) for David A. Bramble Inc. 401k Profit Sharing Plan And Trust, reported by David A. Bramble Inc. under EIN 52-0810125 and plan number 001. It reports 238 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)$23MReported net assets$22,981,620
Participants238
Provider compensation$3.3K1 Schedule C row(s)$3,289
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240821091857NAL0003763905001
Plan sponsor
David A. Bramble Inc.
EIN
52-0810125
Plan number
001
Location
Chestertown, MD
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)$23M total assets
Net assets$23MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$784.1K
Participant$955K
Full reported line items
Total assets (EOY)
$22,981,620
Total liabilities (EOY)
$0
Net assets (EOY)
$22,981,620
Employer contributions
$784,067
Participant contributions
$955,017
Total income / additions
$4,963,911
Benefits paid
$2,879,811
Administrative expenses
$1,114
Total expenses
$2,880,925
Net increase / (decrease)
$2,082,986

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$3,289not reported in the loaded dataset

Related Form 5500 pages