Peter Brasseler Holdings, LLC Profit Sharing And 401(K) Plan — Form 5500 plan (Peter Brasseler Holdings, LLC)

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, Peter Brasseler Holdings, LLC Profit Sharing And 401(K) Plan is a benefit plan reported by Peter Brasseler Holdings, LLC under EIN 58-1853076 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $56,167,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peter Brasseler Holdings, LLC
EIN
58-1853076
Plan number
001
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
503
End-of-year plan assets
$56,167,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023503H, C20250221081605NAL0005975857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,167,966
Total liabilities (EOY)
$0
Net assets (EOY)
$56,167,966
Net assets (BOY)
$46,325,037

Income & contributions

Employer contributions
$2,404,586
Participant contributions
$1,460,657
Total contributions
$3,894,948
Total income / additions
$13,485,488

Expenses & distributions

Benefits paid
$3,597,303
Administrative expenses
$45,256
Total expenses
$3,642,559
Net increase / (decrease)
$9,842,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$31,620$02023
Caines Hodges & Company PcACCOUNTANT/AUDITOR$13,400not reported in the loaded dataset2023

Related Form 5500 pages