2023 Form 5500 filing — The 401(K) Group 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 20241015122540NAL0029619825001) for The 401(K) Group Plan, reported by Braintree Group, LLC under EIN 84-2613166 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122540NAL0029619825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Braintree Group, LLC
- EIN
- 84-2613166
- Plan number
- 001
- Location
- Boise, ID
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,947,106
- Total liabilities (EOY)
- $2,448
- Net assets (EOY)
- $3,944,658
- Employer contributions
- $293,842
- Participant contributions
- $522,488
- Total income / additions
- $1,420,037
- Benefits paid
- $860,076
- Administrative expenses
- $44,975
- Total expenses
- $905,304
- Net increase / (decrease)
- $514,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity & Life Ins Co | RECORDKEEPER | $21,852 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $18,459 | not reported in the loaded dataset |
| Pinnacle Pension Services | CONTRACT ADMIN | $2,879 | $3,739 |