Brothers Services Employees Savings Plan — Form 5500 plan (Brothers Services Company)
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, Brothers Services Employees Savings Plan is a benefit plan reported by Brothers Services Company under EIN 52-1481794 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $3,349,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brothers Services Company
- EIN
- 52-1481794
- Plan number
- 001
- Plan type
- 2
- Location
- Hampstead, MD
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $3,349,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20250319092915NAL0004883569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,349,773
- Net assets (EOY)
- $3,349,773
- Net assets (BOY)
- $2,904,358
Income & contributions
- Employer contributions
- $100,652
- Participant contributions
- $508,918
- Total contributions
- $636,907
- Total income / additions
- $1,123,705
Expenses & distributions
- Benefits paid
- $625,599
- Administrative expenses
- $47,881
- Total expenses
- $678,290
- Net increase / (decrease)
- $445,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORD KEEPER | $16,662 | $0 | 2023 |
| Bdo | AUDIT FEES | $16,000 | not reported in the loaded dataset | 2023 |
| Greenspring Advisors, LLC | INVESTMENT MANAGER | $15,219 | not reported in the loaded dataset | 2023 |