David A. Bramble Inc. 401k Profit Sharing Plan And Trust — Form 5500 plan (David A. Bramble 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, David A. Bramble Inc. 401k Profit Sharing Plan And Trust is a benefit plan reported by David A. Bramble Inc. under EIN 52-0810125 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $22,981,620 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23MPlan net assets, end of year$22,981,620
Participants238Covered participants reported
Assets / participant$96.6KComputed: assets ÷ participants$96,561 (computed)
Provider compensation$3.3K1 Schedule C provider row(s)$3,289
- Plan sponsor
- David A. Bramble Inc.
- EIN
- 52-0810125
- Plan number
- 001
- Plan type
- 2
- Location
- Chestertown, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240821091857NAL0003763905001 |
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)$23M total assets
Net assets$23MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $22,981,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,981,620
- Net assets (BOY)
- $20,898,634
Income & contributions
- Employer contributions
- $784,067
- Participant contributions
- $955,017
- Total contributions
- $1,770,429
- Total income / additions
- $4,963,911
Expenses & distributions
- Benefits paid
- $2,879,811
- Administrative expenses
- $1,114
- Total expenses
- $2,880,925
- Net increase / (decrease)
- $2,082,986
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
45%55%
Employer 45%Participant 55%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $3,289 | not reported in the loaded dataset | 2023 |