2023 Form 5500 filing — Brown Sims, P.C. 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 20250106074507NAL0004386675001) for Brown Sims, P.C. 401(K) Plan, reported by Brown Sims, P.C. under EIN 74-2073784 and plan number 001. It reports 209 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)$18.6MReported net assets$18,565,197
Participants209
Provider compensation$30.5K4 Schedule C row(s)$30,505
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250106074507NAL0004386675001
Plan sponsor
Brown Sims, P.C.
EIN
74-2073784
Plan number
001
Location
Houston, TX
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)$18.6M total assets
Net assets$18.6MLiabilities
Money in vs. money out
Total income / additions$4.4M
Total expenses$448.1K
Benefits paid / distributions$400.8K
Contributions
Employer$509.5K
Participant$1M
Full reported line items
Total assets (EOY)
$18,565,197
Net assets (EOY)
$18,565,197
Employer contributions
$509,518
Participant contributions
$1,003,385
Total income / additions
$4,358,912
Benefits paid
$400,817
Administrative expenses
$47,270
Total expenses
$448,087
Net increase / (decrease)
$3,910,825
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    THIRD PARTY ADMINISTRATOR · Direct $5.2K · Indirect $7.9K
  2. 2
    SERVICE PROVIDER · Direct $9.7K · Indirect $0
  3. 3
    AUDITOR · Direct $7.7K · Indirect $0
  4. 4

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250106074507NAL0004386675001 cover?
It is the 2023 Form 5500 filing for Brown Sims, P.C. 401(K) Plan, reported by Brown Sims, P.C. (EIN 74-2073784).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages