B&R Industrial Automation Corporation 401(K) Profit Sharing Plan — Form 5500 plan (B&R Industrial Automation Corporation)
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, B&R Industrial Automation Corporation 401(K) Profit Sharing Plan is a benefit plan reported by B&R Industrial Automation Corporation under EIN 58-1737831 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $15,168,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B&R Industrial Automation Corporation
- EIN
- 58-1737831
- Plan number
- 001
- Plan type
- 2
- Location
- Roswell, GA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $15,168,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240909181612NAL0004756961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,168,962
- Net assets (EOY)
- $15,168,962
- Net assets (BOY)
- $11,922,713
Income & contributions
- Employer contributions
- $404,791
- Participant contributions
- $1,280,046
- Total contributions
- $1,850,354
- Total income / additions
- $3,803,010
Expenses & distributions
- Benefits paid
- $556,151
- Administrative expenses
- $610
- Total expenses
- $556,761
- Net increase / (decrease)
- $3,246,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $22,463 | not reported in the loaded dataset | 2023 |
| Retirement Plan Administrators LLC | CONTRACT ADMIN | not reported in the loaded dataset | $6,433 | 2023 |
| Wells Fargo Advisors Fin | INVESTMENT ADVISOR | $3,954 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $498 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $128 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B&R Industrial Automation Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Roswell, GA
- Wells Fargo Advisors LLC — Schedule C compensation
- Retirement Plan Administrators LLC — Schedule C compensation
- Wells Fargo Advisors Fin — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation