2023 Form 5500 filing — B&R Industrial Automation Corporation 401(K) Profit Sharing 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 20240909181612NAL0004756961001) for B&R Industrial Automation Corporation 401(K) Profit Sharing Plan, reported by B&R Industrial Automation Corporation under EIN 58-1737831 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909181612NAL0004756961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B&R Industrial Automation Corporation
- EIN
- 58-1737831
- Plan number
- 001
- Location
- Roswell, GA
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,168,962
- Net assets (EOY)
- $15,168,962
- Employer contributions
- $404,791
- Participant contributions
- $1,280,046
- Total income / additions
- $3,803,010
- Benefits paid
- $556,151
- Administrative expenses
- $610
- Total expenses
- $556,761
- Net increase / (decrease)
- $3,246,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $22,463 | not reported in the loaded dataset |
| Retirement Plan Administrators LLC | CONTRACT ADMIN | not reported in the loaded dataset | $6,433 |
| Wells Fargo Advisors Fin | INVESTMENT ADVISOR | $3,954 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $498 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $128 | not reported in the loaded dataset |