2023 Form 5500 filing — Brinly-Hardy Company Retirement Savings 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 20241015135410NAL0049730304001) for Brinly-Hardy Company Retirement Savings Plan, reported by Brinly-Hardy Company under EIN 61-0141665 and plan number 006. It reports 111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135410NAL0049730304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brinly-Hardy Company
- EIN
- 61-0141665
- Plan number
- 006
- Location
- Jeffersonville, IN
- Participants
- 111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,701,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,701,764
- Employer contributions
- $84,642
- Participant contributions
- $273,643
- Total income / additions
- $1,225,729
- Benefits paid
- $309,434
- Administrative expenses
- $42,518
- Total expenses
- $360,371
- Net increase / (decrease)
- $865,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sigma Planning -Corvis Capital LLC | NONE | $21,303 | not reported in the loaded dataset |
| Benefit Plans Admin Services, Inc. | NONE | $21,215 | $0 |