Brock & Scott Pllc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Brock & Scott Pllc)
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, Brock & Scott Pllc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Brock & Scott Pllc under EIN 56-2107459 and plan number 001. The latest loaded filing year is 2023. The filing reports 617 participants and $11,833,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brock & Scott Pllc
- EIN
- 56-2107459
- Plan number
- 001
- Plan type
- 2
- Location
- Winston Salem, NC
- Latest filing year
- 2023
- Participants
- 617
- End-of-year plan assets
- $11,833,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 617 | H, C | 20240809082736NAL0010561168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,833,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,833,769
- Net assets (BOY)
- $7,674,203
Income & contributions
- Employer contributions
- $567,849
- Participant contributions
- $1,472,370
- Total contributions
- $3,068,248
- Total income / additions
- $4,760,795
Expenses & distributions
- Benefits paid
- $528,538
- Administrative expenses
- $72,691
- Total expenses
- $601,229
- Net increase / (decrease)
- $4,159,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | ADVISOR | $34,541 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $21,697 | not reported in the loaded dataset | 2023 |