Brown, Winick, Graves, Gross And Baskerville, P.L.C. 401(K) Plan — Form 5500 plan (Brown Winick Law Firm)
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, Brown, Winick, Graves, Gross And Baskerville, P.L.C. 401(K) Plan is a benefit plan reported by Brown Winick Law Firm under EIN 42-0704554 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $54,350,933 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$54.4MPlan net assets, end of year$54,350,933
Participants221Covered participants reported
Assets / participant$245.9KComputed: assets ÷ participants$245,932 (computed)
Provider compensation$74.9K2 Schedule C provider row(s)$74,909
- Plan sponsor
- Brown Winick Law Firm
- EIN
- 42-0704554
- Plan number
- 002
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240723145059NAL0011490529001 |
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)$54.4M total assets
Net assets$54.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $54,350,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,350,933
- Net assets (BOY)
- $43,266,310
Income & contributions
- Employer contributions
- $2,108,222
- Participant contributions
- $1,626,355
- Total contributions
- $4,496,211
- Total income / additions
- $12,307,121
Expenses & distributions
- Benefits paid
- $1,147,589
- Administrative expenses
- $74,909
- Total expenses
- $1,222,498
- Net increase / (decrease)
- $11,084,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Financial Advisors | NONE | $57,500 | not reported in the loaded dataset | 2023 |
| Bankers Trust Company | NONE | $17,409 | $0 | 2023 |