2023 Form 5500 filing — Brown Distributing Company Employee Thrift 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 20241010134253NAL0011515123001) for Brown Distributing Company Employee Thrift Plan, reported by Brown Distributing Company, LLC under EIN 54-0568406 and plan number 002. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134253NAL0011515123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown Distributing Company, LLC
- EIN
- 54-0568406
- Plan number
- 002
- Location
- Richmond, VA
- Participants
- 445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,332,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,332,687
- Employer contributions
- $171,753
- Participant contributions
- $572,388
- Total income / additions
- $2,471,783
- Benefits paid
- $1,182,981
- Administrative expenses
- $81,081
- Total expenses
- $1,270,726
- Net increase / (decrease)
- $1,201,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuuity Ins. Co. Of Americ | RECORDKEEPER | $54,767 | $0 |
| Ameriprise Financial Services LLC | BROKER/ADVISOR | $0 | $27,357 |
| Ascensus Holdings Inc Dba Futurepl | CONTRACT ADMIN | $15,287 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,043 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | OTHER | $34 | not reported in the loaded dataset |