2023 Form 5500 filing — Brende & Lamb 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 20241007175506NAL0026885184001) for Brende & Lamb 401(K) Plan, reported by Brende & Lamb under EIN 05-0624875 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,858,904
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007175506NAL0026885184001
Plan sponsor
Brende & Lamb
EIN
05-0624875
Plan number
001
Location
Berkeley, CA
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)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$329.4K
Total expenses$411.2K
Benefits paid / distributions$410.6K
Contributions
Employer$19.5K
Participant$58.1K
Full reported line items
Total assets (EOY)
$1,858,904
Net assets (EOY)
$1,858,904
Employer contributions
$19,512
Participant contributions
$58,101
Total income / additions
$329,397
Benefits paid
$410,600
Administrative expenses
$555
Total expenses
$411,155
Net increase / (decrease)
-$81,758

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007175506NAL0026885184001 cover?
It is the 2023 Form 5500 filing for Brende & Lamb 401(K) Plan, reported by Brende & Lamb (EIN 05-0624875).
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