Plan5500

Br & Sons Co-401k Plan — Form 5500 plan (Br & Sons 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, Br & Sons Co-401k Plan is a benefit plan reported by Br & Sons Co under EIN 27-1355900 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $544,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Br & Sons Co
EIN
27-1355900
Plan number
001
Plan type
2
Location
Glendora, CA
Latest filing year
2023
Participants
190
End-of-year plan assets
$544,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20240817050600NAL0033052498001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$544,290
Total liabilities (EOY)
$0
Net assets (EOY)
$544,290
Net assets (BOY)
$339,450

Income & contributions

Participant contributions
$185,327
Total contributions
$185,327
Total income / additions
$256,819

Expenses & distributions

Benefits paid
$47,653
Administrative expenses
$2,513
Total expenses
$51,979
Net increase / (decrease)
$204,840

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$2,513$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Dh Financial And Insurance ServicesADVISOR$0$02023

Related Form 5500 pages