Who sponsors the F.M. Brown'S Sons, Inc. 401(K) Plan?

F.M. Brown'S Sons, Inc. 401(K) Plan is reported as sponsored by F.M. Brown'S Sons, Inc. (EIN 23-1308422, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for F.M. Brown'S Sons, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for F.M. Brown'S Sons, Inc. 401(K) Plan is 2023.

How many participants does F.M. Brown'S Sons, Inc. 401(K) Plan report?

F.M. Brown'S Sons, Inc. 401(K) Plan reports 173 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for F.M. Brown'S Sons, Inc. 401(K) Plan?

F.M. Brown'S Sons, Inc. 401(K) Plan reports $9,174,918 in end-of-year plan assets in its latest loaded Form 5500 filing.

F.M. Brown'S Sons, Inc. 401(K) Plan — Form 5500 plan (F.M. Brown'S Sons, Inc.)

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, F.M. Brown'S Sons, Inc. 401(K) Plan is a benefit plan reported by F.M. Brown'S Sons, Inc. under EIN 23-1308422 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $9,174,918 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.2MPlan net assets, end of year$9,174,918

Participants173Covered participants reported

Assets / participant$53KComputed: assets ÷ participants$53,034 (computed)

Provider compensation$42.8K3 Schedule C provider row(s)$42,817

Plan sponsor: F.M. Brown'S Sons, Inc.
EIN: 23-1308422
Plan number: 002
Plan type: 2
Location: Sinking Spring, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	173	H, C	20240730140050NAL0020142753001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.2M total assets

Net assets$9.2MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$1.6M

Benefits paid / distributions$1.5M

Contributions

Employer$265.9K

Participant$514.4K

Full reported line items

Net assets

Total assets (EOY): $9,174,918
Total liabilities (EOY): $0
Net assets (EOY): $9,174,918
Net assets (BOY): $8,487,242

Income & contributions

Employer contributions: $265,861
Participant contributions: $514,446
Total contributions: $832,358
Total income / additions: $2,243,633

Expenses & distributions

Benefits paid: $1,513,140
Administrative expenses: $42,817
Total expenses: $1,555,957
Net increase / (decrease): $687,676

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

34%66%

Employer 34%Participant 66%

Total expenses ÷ net assets17%Computed ratio

Benefits paid ÷ total income67%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Insurance Company O	RECORDKEEPER	$21,379	$0	2023
Merrill Lynch Pierce Fenner & Smith	INVESTMENT ADVISOR	$19,183	not reported in the loaded dataset	2023
Empower Advisory Group, LLC	INVESTMENT MGMT	$2,255	not reported in the loaded dataset	2023