Brown Distributing Company Employee Thrift Plan — Form 5500 plan (Brown Distributing Company, LLC)
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 Distributing Company Employee Thrift Plan is a benefit plan reported by Brown Distributing Company, LLC under EIN 54-0568406 and plan number 002. The latest loaded filing year is 2023. The filing reports 445 participants and $11,332,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown Distributing Company, LLC
- EIN
- 54-0568406
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 445
- End-of-year plan assets
- $11,332,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 445 | H, C | 20241010134253NAL0011515123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,332,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,332,687
- Net assets (BOY)
- $10,131,630
Income & contributions
- Employer contributions
- $171,753
- Participant contributions
- $572,388
- Total contributions
- $757,299
- Total income / additions
- $2,471,783
Expenses & distributions
- Benefits paid
- $1,182,981
- Administrative expenses
- $81,081
- Total expenses
- $1,270,726
- Net increase / (decrease)
- $1,201,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuuity Ins. Co. Of Americ | RECORDKEEPER | $54,767 | $0 | 2023 |
| Ameriprise Financial Services LLC | BROKER/ADVISOR | $0 | $27,357 | 2023 |
| Ascensus Holdings Inc Dba Futurepl | CONTRACT ADMIN | $15,287 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,043 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | OTHER | $34 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brown Distributing Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Empower Annuuity Ins. Co. Of Americ — Schedule C compensation
- Ameriprise Financial Services LLC — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepl — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation