Brattan Industries 401(K) Retirement Plan — Form 5500 plan (Brattan Industries Incorporated)
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, Brattan Industries 401(K) Retirement Plan is a benefit plan reported by Brattan Industries Incorporated under EIN 16-1654848 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $6,503,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brattan Industries Incorporated
- EIN
- 16-1654848
- Plan number
- 001
- Plan type
- 2
- Location
- Littleton, MA
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $6,503,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241011134149NAL0021961345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,503,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,503,918
- Net assets (BOY)
- $5,176,631
Income & contributions
- Employer contributions
- $163,368
- Participant contributions
- $647,298
- Total contributions
- $1,009,643
- Total income / additions
- $1,948,322
Expenses & distributions
- Benefits paid
- $590,837
- Administrative expenses
- $26,532
- Total expenses
- $621,035
- Net increase / (decrease)
- $1,327,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,925 | $0 | 2023 |