Bryan Associated Group 401(K) And Profit Sharing Plan — Form 5500 plan (Frank Bryan, 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, Bryan Associated Group 401(K) And Profit Sharing Plan is a benefit plan reported by Frank Bryan, Inc. under EIN 25-0377285 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $11,950,102 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frank Bryan, Inc.
- EIN
- 25-0377285
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $11,950,102
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241011111947NAL0012416947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,950,102
- Net assets (EOY)
- $11,950,102
- Net assets (BOY)
- $10,599,797
Income & contributions
- Employer contributions
- $562,637
- Participant contributions
- $505,436
- Total contributions
- $1,068,073
- Total income / additions
- $2,770,121
Expenses & distributions
- Benefits paid
- $1,383,151
- Administrative expenses
- $36,665
- Total expenses
- $1,419,816
- Net increase / (decrease)
- $1,350,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $29,877 | not reported in the loaded dataset | 2023 |
| Osaic Institutions Inc | BROKER/ADVISO R | $0 | $25,365 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $6,051 | not reported in the loaded dataset | 2023 |
| Metro Benefits, Inc | CONTRACT/ADMI N | $4,660 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frank Bryan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Osaic Institutions Inc — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Metro Benefits, Inc — Schedule C compensation