Brady, Ware & Schoenfeld, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Brady, Ware & Schoenfeld, 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, Brady, Ware & Schoenfeld, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Brady, Ware & Schoenfeld, Inc. under EIN 35-1476702 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $24,456,580 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$24.5MPlan net assets, end of year$24,450,360
Participants192Covered participants reported
Assets / participant$127.4KComputed: assets ÷ participants$127,378 (computed)
Provider compensation$60K1 Schedule C provider row(s)$59,963
- Plan sponsor
- Brady, Ware & Schoenfeld, Inc.
- EIN
- 35-1476702
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20240930140538NAL0002666547001 |
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)$24.5M total assets
Net assets$24.5MLiabilities$6.2K
Full reported line items
Net assets
- Total assets (EOY)
- $24,456,580
- Total liabilities (EOY)
- $6,220
- Net assets (EOY)
- $24,450,360
- Net assets (BOY)
- $26,822,288
Income & contributions
- Employer contributions
- $849,299
- Participant contributions
- $1,219,489
- Total contributions
- $2,089,886
- Total income / additions
- $5,646,901
Expenses & distributions
- Benefits paid
- $7,961,561
- Administrative expenses
- $57,268
- Total expenses
- $8,018,829
- Net increase / (decrease)
- -$2,371,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company, LLC | NONE | $56,436 | $3,527 | 2023 |