Brown, Brown & Young 401(K) P/S Plan — Form 5500 plan (Brown, Brown & Young)
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, Brown & Young 401(K) P/S Plan is a benefit plan reported by Brown, Brown & Young under EIN 52-1319283 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $4,259,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown, Brown & Young
- EIN
- 52-1319283
- Plan number
- 001
- Plan type
- 2
- Location
- Bel Air, MD
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $4,259,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240930133356NAL0005585985001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,259,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,259,451
- Net assets (BOY)
- $4,044,379
Income & contributions
- Employer contributions
- $11,371
- Participant contributions
- $105,216
- Total income / additions
- $665,125
Expenses & distributions
- Benefits paid
- $434,145
- Administrative expenses
- $15,908
- Total expenses
- $450,053
- Net increase / (decrease)
- $215,072
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.