2023 Form 5500 filing — Brett Real Estate Robinson Development Company, Inc. Retirement 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 20241015153603NAL0016771427001) for Brett Real Estate Robinson Development Company, Inc. Retirement Plan, reported by Brett Real Estate Robinson Development Company, Inc. under EIN 63-0661511 and plan number 001. It reports 703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.2MReported net assets$5,225,230
Participants703
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015153603NAL0016771427001
Plan sponsor
Brett Real Estate Robinson Development Company, Inc.
EIN
63-0661511
Plan number
001
Location
Saraland, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$5.2M total assets
Net assets$5.2MLiabilities$20K
Money in vs. money out
Total income / additions$1.1M
Total expenses$277K
Benefits paid / distributions$275.9K
Contributions
EmployerNot reported
Participant$360.3K
Full reported line items
Total assets (EOY)
$5,245,250
Total liabilities (EOY)
$20,020
Net assets (EOY)
$5,225,230
Participant contributions
$360,345
Total income / additions
$1,055,113
Benefits paid
$275,851
Administrative expenses
$1,146
Total expenses
$276,997
Net increase / (decrease)
$778,116

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015153603NAL0016771427001 cover?
It is the 2023 Form 5500 filing for Brett Real Estate Robinson Development Company, Inc. Retirement Plan, reported by Brett Real Estate Robinson Development Company, Inc. (EIN 63-0661511).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages