Brinson, Askew & Berry, Llp 401(K) Plan — Form 5500 plan (Brinson, Askew, Berry, Seigler, Richardson & Davis 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, Brinson, Askew & Berry, Llp 401(K) Plan is a benefit plan reported by Brinson, Askew, Berry, Seigler, Richardson & Davis Llp under EIN 58-1233734 and plan number 003. The latest loaded filing year is 2023. The filing reports 34 participants and $14,923,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brinson, Askew, Berry, Seigler, Richardson & Davis Llp
- EIN
- 58-1233734
- Plan number
- 003
- Plan type
- 2
- Location
- Rome, GA
- Latest filing year
- 2023
- Participants
- 34
- End-of-year plan assets
- $14,923,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34 | I | 20240702122313NAL0003522851002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,923,802
- Total liabilities (EOY)
- $14,593
- Net assets (EOY)
- $14,909,209
- Net assets (BOY)
- $13,222,858
Income & contributions
- Employer contributions
- $426,766
- Participant contributions
- $276,058
- Total income / additions
- $3,424,719
Expenses & distributions
- Benefits paid
- $1,736,769
- Administrative expenses
- $1,599
- Total expenses
- $1,738,368
- Net increase / (decrease)
- $1,686,351
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.