2023 Form 5500 filing — Brent Scarbrough & Company Employee Stock Ownership 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 20241010155751NAL0020486577001) for Brent Scarbrough & Company Employee Stock Ownership Plan, reported by Brent Scarbrough & Company, Inc. under EIN 58-1761943 and plan number 002. It reports 604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155751NAL0020486577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brent Scarbrough & Company, Inc.
- EIN
- 58-1761943
- Plan number
- 002
- Location
- Newnan, GA
- Participants
- 604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $366,989,824
- Total liabilities (EOY)
- $3,650,388
- Net assets (EOY)
- $363,339,436
- Employer contributions
- $365,637
- Total income / additions
- $114,493,841
- Benefits paid
- $266,332
- Administrative expenses
- $12,811
- Total expenses
- $376,116
- Net increase / (decrease)
- $114,117,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bensource Employee Benefits | INVESTMENT ADVISOR | $8,126 | not reported in the loaded dataset |