Brookstone Capital Management LLC 401(K) Plan — Form 5500 plan (Brookstone Capital Management LLC)
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, Brookstone Capital Management LLC 401(K) Plan is a benefit plan reported by Brookstone Capital Management LLC under EIN 20-5073624 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $3,869,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brookstone Capital Management LLC
- EIN
- 20-5073624
- Plan number
- 001
- Plan type
- 2
- Location
- Wheaton, IL
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $3,869,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H | 20240618214329NAL0003477601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,869,341
- Net assets (EOY)
- $3,869,341
- Net assets (BOY)
- $3,093,359
Income & contributions
- Employer contributions
- $137,982
- Participant contributions
- $448,931
- Total contributions
- $586,913
- Total income / additions
- $1,239,594
Expenses & distributions
- Benefits paid
- $453,962
- Administrative expenses
- $2,840
- Total expenses
- $463,612
- Net increase / (decrease)
- $775,982
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.