2023 Form 5500 filing — Brt, 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 20240827115729NAL0010858177001) for Brt, Inc. 401(K) Plan, reported by Brt, Inc. under EIN 23-2739555 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827115729NAL0010858177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brt, Inc.
- EIN
- 23-2739555
- Plan number
- 001
- Location
- Parkesburg, PA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,314,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,314,029
- Employer contributions
- $112,433
- Participant contributions
- $683,579
- Total income / additions
- $1,594,796
- Benefits paid
- $539,796
- Administrative expenses
- $45,152
- Total expenses
- $584,948
- Net increase / (decrease)
- $1,009,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $18,464 | $0 |
| Domani Wealth LLC | INVESTMENT ADVISOR | $14,257 | not reported in the loaded dataset |
| Pa Retirement Solutions Inc | CONTRACT ADMIN | $6,308 | $2,318 |
| Savant Capital LLC | INVESTMENT ADVISOR | $5,243 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,626 | not reported in the loaded dataset |