Brinly-Hardy Company Retirement Savings Plan — Form 5500 plan (Brinly-Hardy Company)
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, Brinly-Hardy Company Retirement Savings Plan is a benefit plan reported by Brinly-Hardy Company under EIN 61-0141665 and plan number 006. The latest loaded filing year is 2023. The filing reports 111 participants and $5,701,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brinly-Hardy Company
- EIN
- 61-0141665
- Plan number
- 006
- Plan type
- 2
- Location
- Jeffersonville, IN
- Latest filing year
- 2023
- Participants
- 111
- End-of-year plan assets
- $5,701,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 111 | H, C | 20241015135410NAL0049730304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,701,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,701,764
- Net assets (BOY)
- $4,836,406
Income & contributions
- Employer contributions
- $84,642
- Participant contributions
- $273,643
- Total contributions
- $369,075
- Total income / additions
- $1,225,729
Expenses & distributions
- Benefits paid
- $309,434
- Administrative expenses
- $42,518
- Total expenses
- $360,371
- Net increase / (decrease)
- $865,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sigma Planning -Corvis Capital LLC | NONE | $21,303 | not reported in the loaded dataset | 2023 |
| Benefit Plans Admin Services, Inc. | NONE | $21,215 | $0 | 2023 |