2023 Form 5500 filing — Windham Brannon, LLC 401(K) 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 20250703090120NAL0001005490001) for Windham Brannon, LLC 401(K) Retirement Plan, reported by Windham Brannon, LLC under EIN 58-1763439 and plan number 001. It reports 282 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)$44.1MReported net assets$44,084,980
Participants282
Provider compensation$24.1K2 Schedule C row(s)$24,055
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250703090120NAL0001005490001
- Plan sponsor
- Windham Brannon, LLC
- EIN
- 58-1763439
- Plan number
- 001
- Location
- Atlanta, GA
- 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)$44.1M total assets
Net assets$44.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,084,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,084,980
- Employer contributions
- $771,709
- Participant contributions
- $2,407,877
- Total income / additions
- $11,857,973
- Benefits paid
- $2,631,555
- Administrative expenses
- $24,055
- Total expenses
- $2,655,610
- Net increase / (decrease)
- $9,202,363
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,305 | $0 |
| Black & Pinckard LLC | AUDITOR | $10,750 | not reported in the loaded dataset |