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 & Oppenheimer Co., Inc 401(K) Plan is a benefit plan reported by Brand & Oppenheimer Co., Inc. under EIN 22-3330316 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $4,214,821 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,214,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,214,821
- Net assets (BOY)
- $3,610,056
Income & contributions
- Employer contributions
- $128,911
- Participant contributions
- $275,179
- Total contributions
- $441,747
- Total income / additions
- $1,031,188
Expenses & distributions
- Benefits paid
- $410,347
- Administrative expenses
- $816
- Total expenses
- $426,423
- Net increase / (decrease)
- $604,765