C.N. Brown Co. 401(K) Plan — Form 5500 plan (C.N. Brown Company)

Plain-English plan 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, C.N. Brown Co. 401(K) Plan is a benefit plan reported by C.N. Brown Company under EIN 01-0203275 and plan number 002. The latest loaded filing year is 2023. The filing reports 740 participants and $12,795,695 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.8MPlan net assets, end of year$12,768,759
Participants740Covered participants reported
Assets / participant$17.3KComputed: assets ÷ participants$17,291 (computed)
Provider compensation$54.8K3 Schedule C provider row(s)$54,791
Plan sponsor
C.N. Brown Company
EIN
01-0203275
Plan number
002
Plan type
2
Location
South Paris, ME
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023740H, C20240925144026NAL0014474817001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$26.9K
Money in vs. money out
Total income / additions$3M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$397.9K
Participant$992.8K
Full reported line items

Net assets

Total assets (EOY)
$12,795,695
Total liabilities (EOY)
$26,936
Net assets (EOY)
$12,768,759
Net assets (BOY)
$11,177,519

Income & contributions

Employer contributions
$397,853
Participant contributions
$992,759
Total contributions
$1,390,612
Total income / additions
$3,028,663

Expenses & distributions

Benefits paid
$1,378,997
Administrative expenses
$54,791
Total expenses
$1,437,423
Net increase / (decrease)
$1,591,240
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$25,793$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$23,601not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$5,397not reported in the loaded dataset2023

Related Form 5500 pages