Browngreer, Plc 401(K) Plan — Form 5500 plan (Browngreer, Plc)

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, Browngreer, Plc 401(K) Plan is a benefit plan reported by Browngreer, Plc under EIN 35-2175122 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $24,799,575 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Browngreer, Plc
EIN
35-2175122
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
407
End-of-year plan assets
$24,799,575

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20240930151545NAL0009674224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,799,575
Total liabilities (EOY)
$0
Net assets (EOY)
$24,799,575
Net assets (BOY)
$19,148,228

Income & contributions

Employer contributions
$1,131,429
Participant contributions
$1,694,320
Total contributions
$2,895,510
Total income / additions
$6,458,555

Expenses & distributions

Benefits paid
$714,018
Administrative expenses
$93,190
Total expenses
$807,208
Net increase / (decrease)
$5,651,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$92,510$02023
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$40,8752023
Pbmares, LlpCONTRACT ADMINISTRATOR$680$8,7492023

Related Form 5500 pages