2023 Form 5500 filing — Brown, Brown & Young 401(K) P/S 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 20240930133356NAL0005585985001) for Brown, Brown & Young 401(K) P/S Plan, reported by Brown, Brown & Young under EIN 52-1319283 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240930133356NAL0005585985001
Filing year
2023
Form type
2
Plan sponsor
Brown, Brown & Young
EIN
52-1319283
Plan number
001
Location
Bel Air, MD
Participants
12
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,259,451
Total liabilities (EOY)
$0
Net assets (EOY)
$4,259,451
Employer contributions
$11,371
Participant contributions
$105,216
Total income / additions
$665,125
Benefits paid
$434,145
Administrative expenses
$15,908
Total expenses
$450,053
Net increase / (decrease)
$215,072
Schedule source
Schedule I

Related Form 5500 pages