2023 Form 5500 filing — Brewer Carpet & Design Center 401(K) Profit Sharing Plan & Trust
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 20241010171936NAL0021503889001) for Brewer Carpet & Design Center 401(K) Profit Sharing Plan & Trust, reported by Brewer Carpet And Design Center, Inc. under EIN 73-1279190 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171936NAL0021503889001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Brewer Carpet And Design Center, Inc.
- EIN
- 73-1279190
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,595,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,595,709
- Employer contributions
- $325,654
- Participant contributions
- $582,904
- Total income / additions
- $2,109,499
- Benefits paid
- $764,677
- Administrative expenses
- $44,396
- Total expenses
- $813,455
- Net increase / (decrease)
- $1,296,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $31,896 | not reported in the loaded dataset |
| Oakstreet Wealth Management | FINANCIAL ADVISOR | $12,500 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $8,404 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |