2023 Form 5500 filing — Brown Rudnick Llp 401k Profit Sharing Plan A
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 20241014144351NAL0027593969001) for Brown Rudnick Llp 401k Profit Sharing Plan A, reported by Brown Rudnick Llp under EIN 04-3108175 and plan number 003. It reports 460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144351NAL0027593969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown Rudnick Llp
- EIN
- 04-3108175
- Plan number
- 003
- Location
- Boston, MA
- Participants
- 460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,089,436
- Net assets (EOY)
- $128,089,436
- Employer contributions
- $762,700
- Participant contributions
- $3,249,298
- Total income / additions
- $22,199,054
- Benefits paid
- $3,860,315
- Administrative expenses
- $177,968
- Total expenses
- $4,042,187
- Net increase / (decrease)
- $18,156,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $43,238 | not reported in the loaded dataset |
| Caron & Bletzer Pllc | NONE | $38,955 | not reported in the loaded dataset |
| Dimeo Schneider & Associates LLC | NONE | $33,738 | not reported in the loaded dataset |
| Parker Brown Macaulay And Shee | NONE | $22,060 | not reported in the loaded dataset |
| Bleakley Financial Group LLC | NONE | $19,935 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $7,769 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $6,554 | not reported in the loaded dataset |
| First State Trust Company | NONE | $6,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $954 | $0 |