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 Martz & Associates, Pc Retirement Plan is a benefit plan reported by Brady Martz & Associates, Pc under EIN 45-0310328 and plan number 003. The latest loaded filing year is 2023. The filing reports 464 participants and $108,236,759 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,236,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,236,759
- Net assets (BOY)
- $79,201,821
Income & contributions
- Employer contributions
- $2,674,638
- Participant contributions
- $3,226,172
- Total contributions
- $7,002,769
- Total income / additions
- $27,401,471
Expenses & distributions
- Benefits paid
- $2,049,661
- Administrative expenses
- $116,980
- Total expenses
- $2,201,213
- Net increase / (decrease)
- $25,200,258