Brooks Pierce Retirement And Savings Plan — Form 5500 plan (Brooks Pierce Mclendon Humphrey & Leonard, Llp)

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, Brooks Pierce Retirement And Savings Plan is a benefit plan reported by Brooks Pierce Mclendon Humphrey & Leonard, Llp under EIN 56-0561489 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $141,080,827 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$141.1MPlan net assets, end of year$141,080,827
Participants211Covered participants reported
Assets / participant$668.6KComputed: assets ÷ participants$668,630 (computed)
Provider compensation$45.5K2 Schedule C provider row(s)$45,480
Plan sponsor
Brooks Pierce Mclendon Humphrey & Leonard, Llp
EIN
56-0561489
Plan number
001
Plan type
2
Location
Greensboro, NC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20241015153046NAL0058452242001
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)$141.1M total assets
Net assets$141.1MLiabilities$0
Money in vs. money out
Total income / additions$26.8M
Total expenses$15.3M
Benefits paid / distributions$15.2M
Contributions
Employer$2.8M
Participant$2.6M
Full reported line items

Net assets

Total assets (EOY)
$141,080,827
Total liabilities (EOY)
$0
Net assets (EOY)
$141,080,827
Net assets (BOY)
$129,598,242

Income & contributions

Employer contributions
$2,837,437
Participant contributions
$2,637,666
Total contributions
$5,497,568
Total income / additions
$26,774,075

Expenses & distributions

Benefits paid
$15,246,160
Administrative expenses
$45,330
Total expenses
$15,291,490
Net increase / (decrease)
$11,482,585
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.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Davenport & Company LLCINVESTMENT ADVISOR$45,000not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$480$02023

Related Form 5500 pages