Brodart Retirement Plan — Form 5500 plan (Brodart Co.)
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, Brodart Retirement Plan is a benefit plan reported by Brodart Co. under EIN 23-2248758 and plan number 002. The latest loaded filing year is 2023. The filing reports 521 participants and $17,808,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brodart Co.
- EIN
- 23-2248758
- Plan number
- 002
- Plan type
- 2
- Location
- Williamsport, PA
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $17,808,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20241015093310NAL0014319811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,808,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,808,080
- Net assets (BOY)
- $16,791,830
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $676,280
- Total contributions
- $869,963
- Total income / additions
- $3,279,195
Expenses & distributions
- Benefits paid
- $2,168,249
- Administrative expenses
- $94,696
- Total expenses
- $2,262,945
- Net increase / (decrease)
- $1,016,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $52,419 | $0 | 2023 |
| Clearview Wealth Advisors LLC | ADVISOR | $42,277 | not reported in the loaded dataset | 2023 |