2023 Form 5500 filing — Brown & James, P.C. 401(K) Profit Sharing 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 20250603142527NAL0028732626001) for Brown & James, P.C. 401(K) Profit Sharing Plan, reported by Brown & James, P.C. under EIN 43-1235718 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250603142527NAL0028732626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown & James, P.C.
- EIN
- 43-1235718
- Plan number
- 001
- Location
- Saint Louis, MO
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,736,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,736,605
- Employer contributions
- $1,468,962
- Participant contributions
- $1,047,923
- Total income / additions
- $12,654,057
- Benefits paid
- $1,557,259
- Administrative expenses
- $86,363
- Total expenses
- $1,643,622
- Net increase / (decrease)
- $11,010,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $57,620 | $5 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,743 | $0 |