Brandt 401(K) Retirement Plan — Form 5500 plan (The Brandt Companies, LLC)

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, Brandt 401(K) Retirement Plan is a benefit plan reported by The Brandt Companies, LLC under EIN 37-1652957 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,070 participants and $59,800,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Brandt Companies, LLC
EIN
37-1652957
Plan number
001
Plan type
2
Location
Carrollton, TX
Latest filing year
2023
Participants
1,070
End-of-year plan assets
$59,800,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,070H, C20241007145814NAL0016288225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,800,651
Total liabilities (EOY)
$0
Net assets (EOY)
$59,800,651
Net assets (BOY)
$50,967,421

Income & contributions

Employer contributions
$1,693,679
Participant contributions
$3,998,831
Total contributions
$6,768,774
Total income / additions
$16,008,460

Expenses & distributions

Benefits paid
$7,003,042
Administrative expenses
$126,559
Total expenses
$7,175,230
Net increase / (decrease)
$8,833,230

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$126,559$02023

Related Form 5500 pages