2023 Form 5500 filing — Brown Capital Management Esop

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 20241010105641NAL0019952737001) for Brown Capital Management Esop, reported by Brown Capital Management Holdings, Inc. under EIN 81-1880665 and plan number 003. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$247.9MReported net assets$247,888,176
Participants48
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010105641NAL0019952737001
Plan sponsor
Brown Capital Management Holdings, Inc.
EIN
81-1880665
Plan number
003
Location
Baltimore, MD
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)$320.4M total assets
Net assets$247.9MLiabilities$72.5M
Money in vs. money out
Total income / additions-$41.9M
Total expenses$3.9M
Benefits paid / distributions$2.3M
Contributions
Employer$109.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$320,387,257
Total liabilities (EOY)
$72,499,081
Net assets (EOY)
$247,888,176
Employer contributions
$109,650
Total income / additions
-$41,850,881
Benefits paid
$2,259,022
Total expenses
$3,941,497
Net increase / (decrease)
-$45,792,378

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010105641NAL0019952737001 cover?
It is the 2023 Form 5500 filing for Brown Capital Management Esop, reported by Brown Capital Management Holdings, Inc. (EIN 81-1880665).
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