Brand Share 401k Savings & Profit Sharing Plan — Form 5500 plan (Brand Share 401k Savings & Profit Sharing Plan)
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, Brand Share 401k Savings & Profit Sharing Plan is a benefit plan reported by Brand Share 401k Savings & Profit Sharing Plan under EIN 13-3909681 and plan number 001. The latest loaded filing year is 2023. The filing reports 30,443 participants and $323,365,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brand Share 401k Savings & Profit Sharing Plan
- EIN
- 13-3909681
- Plan number
- 001
- Plan type
- 1
- Location
- Kennesaw, GA
- Latest filing year
- 2023
- Participants
- 30,443
- End-of-year plan assets
- $323,365,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,443 | H, C | 20250721173151NAL0002373632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $323,365,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $323,365,800
- Net assets (BOY)
- $276,685,725
Income & contributions
- Employer contributions
- $12,653,435
- Participant contributions
- $27,056,484
- Total contributions
- $42,610,047
- Total income / additions
- $90,222,978
Expenses & distributions
- Benefits paid
- $42,629,979
- Administrative expenses
- $500,140
- Total expenses
- $43,542,903
- Net increase / (decrease)
- $46,680,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $380,284 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $101,831 | not reported in the loaded dataset | 2023 |
| Armanino LLC | ACCOUNTANT/AUDITOR | $12,875 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $5,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brand Share 401k Savings & Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Kennesaw, GA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Armanino LLC — Schedule C compensation
- Bdo — Schedule C compensation