2023 Form 5500 filing — Campbell & Brannon LLC 401(K) Profit Sharing 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 20241014142204NAL0044859888001) for Campbell & Brannon LLC 401(K) Profit Sharing Plan, reported by Campbell & Brannon LLC under EIN 58-2378335 and plan number 001. It reports 176 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)$5.3MReported net assets$5,307,304
Participants176
Provider compensation$13.6K1 Schedule C row(s)$13,566
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014142204NAL0044859888001
Plan sponsor
Campbell & Brannon LLC
EIN
58-2378335
Plan number
001
Location
Atlanta, GA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$686.6K
Benefits paid / distributions$673K
Contributions
EmployerNot reported
Participant$636.4K
Full reported line items
Total assets (EOY)
$5,307,304
Total liabilities (EOY)
$0
Net assets (EOY)
$5,307,304
Participant contributions
$636,435
Total income / additions
$1,359,959
Benefits paid
$673,003
Administrative expenses
$13,566
Total expenses
$686,569
Net increase / (decrease)
$673,390
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $13.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014142204NAL0044859888001 cover?
It is the 2023 Form 5500 filing for Campbell & Brannon LLC 401(K) Profit Sharing Plan, reported by Campbell & Brannon LLC (EIN 58-2378335).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages