Brandon & Clark Inc. 401(K) Plan — Form 5500 plan (Brandon & Clark, Inc.)
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, Brandon & Clark Inc. 401(K) Plan is a benefit plan reported by Brandon & Clark, Inc. under EIN 75-0786433 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $18,544,329 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.5MPlan net assets, end of year$18,544,329
Participants186Covered participants reported
Assets / participant$99.7KComputed: assets ÷ participants$99,701 (computed)
Provider compensation$9K1 Schedule C provider row(s)$9,000
- Plan sponsor
- Brandon & Clark, Inc.
- EIN
- 75-0786433
- Plan number
- 001
- Plan type
- 2
- Location
- Lubbock, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20250715143943NAL0002305121001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.5M total assets
Net assets$18.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,544,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,544,329
- Net assets (BOY)
- $16,559,870
Income & contributions
- Employer contributions
- $401,864
- Participant contributions
- $752,136
- Total contributions
- $1,173,553
- Total income / additions
- $4,063,934
Expenses & distributions
- Benefits paid
- $2,067,559
- Administrative expenses
- $11,916
- Total expenses
- $2,079,475
- Net increase / (decrease)
- $1,984,459
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $9,000 | $0 | 2023 |