Plan5500

Brady Matched 401(K) Plan — Form 5500 plan (Brady Corporation)

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 Matched 401(K) Plan is a benefit plan reported by Brady Corporation under EIN 39-0178960 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,811 participants and $309,513,936 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brady Corporation
EIN
39-0178960
Plan number
003
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
2,811
End-of-year plan assets
$309,513,936

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,811H, C20241001082918NAL0003134163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$309,513,936
Total liabilities (EOY)
$9,645
Net assets (EOY)
$309,504,291
Net assets (BOY)
$262,670,483

Income & contributions

Employer contributions
$5,575,729
Participant contributions
$13,428,348
Total contributions
$21,352,511
Total income / additions
$74,065,459

Expenses & distributions

Benefits paid
$26,884,875
Administrative expenses
$202,154
Total expenses
$27,231,651
Net increase / (decrease)
$46,833,808

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$150,571$02023
Francis InvestmentINVESTMENT ADVISOR$35,000not reported in the loaded dataset2023
CliftonlarsonallenACCOUNTANT/AUDITOR$16,583not reported in the loaded dataset2023

Related Form 5500 pages