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, The Branch Group Inc And Affiliates Employee Stock Ownership And Savings Plan is a benefit plan reported by The Branch Group Inc under EIN 54-6047677 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,253 participants and $104,749,380 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,749,380
- Total liabilities (EOY)
- $5,219,594
- Net assets (EOY)
- $99,529,786
- Net assets (BOY)
- $81,861,874
Income & contributions
- Employer contributions
- $9,165,557
- Participant contributions
- $2,928,691
- Total contributions
- $13,215,727
- Total income / additions
- $28,859,177
Expenses & distributions
- Benefits paid
- $10,909,890
- Administrative expenses
- $115,677
- Total expenses
- $11,191,265
- Net increase / (decrease)
- $17,667,912