2023 Form 5500 filing — Braun'S Express, Inc. 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 20241015125605NAL0048002144001) for Braun'S Express, Inc. 401(K) Plan, reported by Braun'S Express, Inc. under EIN 04-2430107 and plan number 001. It reports 265 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)$3.1MReported net assets$3,106,546
Participants265
Provider compensation$20.5K4 Schedule C row(s)$20,520
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015125605NAL0048002144001
Plan sponsor
Braun'S Express, Inc.
EIN
04-2430107
Plan number
001
Location
Hopedale, MA
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$810.8K
Total expenses$529.1K
Benefits paid / distributions$510.1K
Contributions
EmployerNot reported
Participant$225.4K
Full reported line items
Total assets (EOY)
$3,106,546
Total liabilities (EOY)
$0
Net assets (EOY)
$3,106,546
Participant contributions
$225,434
Total income / additions
$810,802
Benefits paid
$510,113
Administrative expenses
$15,090
Total expenses
$529,106
Net increase / (decrease)
$281,696

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$14,031$0
MmlisBROKER/ADVISER$0$3,502
The Angell Pension Group IncCONTRACT ADMIN$1,500$1,067
Beacon Benefits IncCONTRACT ADMIN$357$63

Related Form 5500 pages