Brayton Purcell, Llp 401k Retirement Plan — Form 5500 plan (Brayton Purcell, Llp)

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, Brayton Purcell, Llp 401k Retirement Plan is a benefit plan reported by Brayton Purcell, Llp under EIN 20-1361089 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $39,295,943 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brayton Purcell, Llp
EIN
20-1361089
Plan number
001
Plan type
2
Location
Novato, CA
Latest filing year
2023
Participants
259
End-of-year plan assets
$39,295,943

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20241014143302NAL0013456579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,295,943
Total liabilities (EOY)
$0
Net assets (EOY)
$39,295,943
Net assets (BOY)
$32,822,119

Income & contributions

Employer contributions
$496,437
Participant contributions
$1,078,859
Total contributions
$1,575,296
Total income / additions
$7,045,376

Expenses & distributions

Benefits paid
$515,609
Administrative expenses
$55,943
Total expenses
$571,552
Net increase / (decrease)
$6,473,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Portico Wealth Advisors LLCSERVICE PROVIDER$54,743$02023

Related Form 5500 pages