2023 Form 5500 filing — Armbrust & Brown, Pllc Profit Sharing And 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 20240930103858NAL0002561219001) for Armbrust & Brown, Pllc Profit Sharing And 401(K) Plan, reported by Armbrust & Brown, Pllc under EIN 74-2827166 and plan number 001. It reports 84 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.6MReported net assets$33,611,372
Participants84
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930103858NAL0002561219001
Plan sponsor
Armbrust & Brown, Pllc
EIN
74-2827166
Plan number
001
Location
Austin, TX
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.6M total assets
Net assets$33.6MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$963.3K
Participant$853K
Full reported line items
Total assets (EOY)
$33,611,372
Total liabilities (EOY)
$0
Net assets (EOY)
$33,611,372
Employer contributions
$963,319
Participant contributions
$852,975
Total income / additions
$6,474,281
Benefits paid
$1,570,120
Administrative expenses
$7,382
Total expenses
$1,577,502
Net increase / (decrease)
$4,896,779

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930103858NAL0002561219001 cover?
It is the 2023 Form 5500 filing for Armbrust & Brown, Pllc Profit Sharing And 401(K) Plan, reported by Armbrust & Brown, Pllc (EIN 74-2827166).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages