Brown & Crouppen, P.C. 401k Retirement Plan — Form 5500 plan (Brown & Crouppen, P.C.)
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 & Crouppen, P.C. 401k Retirement Plan is a benefit plan reported by Brown & Crouppen, P.C. under EIN 43-1096937 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $19,511,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown & Crouppen, P.C.
- EIN
- 43-1096937
- Plan number
- 002
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $19,511,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20250129194939NAL0016559873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,511,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,511,606
- Net assets (BOY)
- $15,394,777
Income & contributions
- Employer contributions
- $325,112
- Participant contributions
- $1,478,671
- Total contributions
- $1,821,011
- Total income / additions
- $4,744,512
Expenses & distributions
- Benefits paid
- $581,854
- Administrative expenses
- $45,829
- Total expenses
- $627,683
- Net increase / (decrease)
- $4,116,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $21,589 | $0 | 2023 |
| Mariner Retirement Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $19,195 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $5,042 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brown & Crouppen, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Louis, MO
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Mariner Retirement Advisors, LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation