Plan5500

Brownells, Inc. 401(K) Plan — Form 5500 plan (Brownells, 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, Brownells, Inc. 401(K) Plan is a benefit plan reported by Brownells, Inc. under EIN 42-0838235 and plan number 002. The latest loaded filing year is 2023. The filing reports 509 participants and $23,407,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brownells, Inc.
EIN
42-0838235
Plan number
002
Plan type
2
Location
Grinnell, IA
Latest filing year
2023
Participants
509
End-of-year plan assets
$23,407,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023509H, C20240711110626NAL0016064737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,407,586
Total liabilities (EOY)
$0
Net assets (EOY)
$23,407,586
Net assets (BOY)
$22,558,018

Income & contributions

Employer contributions
$909,330
Participant contributions
$1,322,793
Total contributions
$2,287,980
Total income / additions
$5,714,922

Expenses & distributions

Benefits paid
$4,746,059
Administrative expenses
$119,295
Total expenses
$4,865,354
Net increase / (decrease)
$849,568

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Soltis Investmnet Advisors LLCADVISORS$59,786not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$47,840$02023
Newport Trust CompanyTRUSTEE$11,666$02023

Related Form 5500 pages