2023 Form 5500 filing — Fibrix Filtration 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 20241014105613NAL0013164883001) for Fibrix Filtration 401(K) Plan, reported by Branford Filtration, LLC Dba Fibrix Filtration under EIN 85-2075925 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.8MReported net assets$6,843,789
Participants142
Provider compensation$23K12 Schedule C row(s)$23,045
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014105613NAL0013164883001
- Plan sponsor
- Branford Filtration, LLC Dba Fibrix Filtration
- EIN
- 85-2075925
- Plan number
- 001
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.9M total assets
Net assets$6.8MLiabilities$54.9K
Full reported line items
- Total assets (EOY)
- $6,898,662
- Total liabilities (EOY)
- $54,873
- Net assets (EOY)
- $6,843,789
- Employer contributions
- $129,366
- Participant contributions
- $314,622
- Total income / additions
- $1,111,031
- Benefits paid
- $365,691
- Administrative expenses
- $23,695
- Total expenses
- $389,386
- Net increase / (decrease)
- $721,645
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $23,045 | $0 |
| American New World R6 | NONE | $0 | $0 |
| Fidelity Low-Priced Stock K | NONE | $0 | $0 |
| Delaware Ivy Mid Cap Grw R6 | NONE | $0 | $0 |
| Jpmorgan Growth Advantage R6 | NONE | $0 | $0 |
| Loomis Sayles Invsmt Gr Bond N | NONE | $0 | $0 |
| Pimco Income Inst | NONE | $0 | $0 |
| Pgim Total Return Bond R6 | NONE | $0 | $0 |
| Putnam Small Cap Growth R6 | NONE | $0 | $0 |
| Nuveen Real Estate Sec Select R6 | NONE | $0 | $0 |
| Vanguard 500 Index Admiral | NONE | $0 | $0 |
| Great Gray Tr Trp Ret 2005 Trr1 | NONE | $0 | $0 |