2023 Form 5500 filing — Brandywine Large Cap

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 20240906120357NAL0000672019001) for Brandywine Large Cap, reported by Brandywine Large Cap under EIN 92-2039108 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,232,433
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240906120357NAL0000672019001
Plan sponsor
Brandywine Large Cap
EIN
92-2039108
Plan number
001
Location
Sioux Falls, SD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.2M total assets
Net assets$3.2MLiabilities$1.2K
Money in vs. money out
Total income / additions$331.5K
Total expenses$2.9K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$3,233,665
Total liabilities (EOY)
$1,232
Net assets (EOY)
$3,232,433
Total income / additions
$331,541
Administrative expenses
$2,923
Total expenses
$2,923
Net increase / (decrease)
$328,618

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906120357NAL0000672019001 cover?
It is the 2023 Form 5500 filing for Brandywine Large Cap, reported by Brandywine Large Cap (EIN 92-2039108).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages