Brauer Group Ii, Inc. 401(K) Plan — Form 5500 plan (The Brauer Group Ii, 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, Brauer Group Ii, Inc. 401(K) Plan is a benefit plan reported by The Brauer Group Ii, Inc. under EIN 45-4101163 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $7,830,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Brauer Group Ii, Inc.
EIN
45-4101163
Plan number
001
Plan type
2
Location
Morristown, NJ
Latest filing year
2023
Participants
205
End-of-year plan assets
$7,830,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20241004110037NAL0011333601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,830,723
Total liabilities (EOY)
$28,519
Net assets (EOY)
$7,802,204
Net assets (BOY)
$7,101,825

Income & contributions

Employer contributions
$128,935
Participant contributions
$574,025
Total contributions
$702,960
Total income / additions
$1,823,677

Expenses & distributions

Benefits paid
$1,119,848
Administrative expenses
$3,450
Total expenses
$1,123,298
Net increase / (decrease)
$700,379

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intac Actuarial ServicesTHIRD PARTY ADMINISTRATOR$2,400$02023
Lincoln National CorporationSERVICE PROVIDER$1,050$02023

Related Form 5500 pages