2023 Form 5500 filing — Brooks Pierce Retirement And 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 20241015153046NAL0058452242001) for Brooks Pierce Retirement And Savings Plan, reported by Brooks Pierce Mclendon Humphrey & Leonard, Llp under EIN 56-0561489 and plan number 001. It reports 211 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)$141.1MReported net assets$141,080,827
Participants211
Provider compensation$45.5K2 Schedule C row(s)$45,480
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015153046NAL0058452242001
- Plan sponsor
- Brooks Pierce Mclendon Humphrey & Leonard, Llp
- EIN
- 56-0561489
- Plan number
- 001
- Location
- Greensboro, NC
- 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)$141.1M total assets
Net assets$141.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $141,080,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,080,827
- Employer contributions
- $2,837,437
- Participant contributions
- $2,637,666
- Total income / additions
- $26,774,075
- Benefits paid
- $15,246,160
- Administrative expenses
- $45,330
- Total expenses
- $15,291,490
- Net increase / (decrease)
- $11,482,585
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2