2023 Form 5500 filing — Brown Jordan 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 20240918125620NAL0006294304001) for Brown Jordan Inc. 401(K) Plan, reported by Brown Jordan Inc. under EIN 63-1127982 and plan number 001. It reports 934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918125620NAL0006294304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown Jordan Inc.
- EIN
- 63-1127982
- Plan number
- 001
- Location
- St. Augustine, FL
- Participants
- 934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,826,756
- Net assets (EOY)
- $37,826,756
- Employer contributions
- $939,796
- Participant contributions
- $2,459,947
- Total income / additions
- $8,274,757
- Benefits paid
- $4,413,321
- Administrative expenses
- $94,382
- Total expenses
- $4,523,264
- Net increase / (decrease)
- $3,751,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $41,582 | not reported in the loaded dataset |
| Mercer (Us) Inc | NONE | $31,350 | not reported in the loaded dataset |
| The Highlands Accounting Group | NONE | $11,000 | not reported in the loaded dataset |
| Mercer Investment Consulting | NONE | $10,450 | not reported in the loaded dataset |