2023 Form 5500 filing — W. C. Bradley Co. 401(K) 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 20241015173715NAL0016977347001) for W. C. Bradley Co. 401(K) Savings Plan, reported by W.C. Bradley Co. under EIN 58-1605660 and plan number 002. It reports 611 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173715NAL0016977347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W.C. Bradley Co.
- EIN
- 58-1605660
- Plan number
- 002
- Location
- Columbus, GA
- Participants
- 611
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,901,204
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,901,204
- Employer contributions
- $3,280,985
- Participant contributions
- $3,905,329
- Total income / additions
- $26,444,073
- Benefits paid
- $8,008,434
- Administrative expenses
- $319,705
- Total expenses
- $8,328,139
- Net increase / (decrease)
- $18,115,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $200,076 | $0 |
| Synovus Trust Company N.A. | NONE | $95,000 | not reported in the loaded dataset |
| Robinson, Grimes, & Company | NONE | $24,850 | not reported in the loaded dataset |