The 401(K) Group Plan — Form 5500 plan (Braintree Group, 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, The 401(K) Group Plan is a benefit plan reported by Braintree Group, LLC under EIN 84-2613166 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $3,947,106 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Braintree Group, LLC
EIN
84-2613166
Plan number
001
Plan type
2
Location
Boise, ID
Latest filing year
2023
Participants
438
End-of-year plan assets
$3,947,106

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023438H, C20241015122540NAL0029619825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,947,106
Total liabilities (EOY)
$2,448
Net assets (EOY)
$3,944,658
Net assets (BOY)
$3,429,925

Income & contributions

Employer contributions
$293,842
Participant contributions
$522,488
Total contributions
$824,193
Total income / additions
$1,420,037

Expenses & distributions

Benefits paid
$860,076
Administrative expenses
$44,975
Total expenses
$905,304
Net increase / (decrease)
$514,733

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity & Life Ins CoRECORDKEEPER$21,852$02023
Raymond James & Associates, Inc.INVESTMENT ADVISOR$18,459not reported in the loaded dataset2023
Pinnacle Pension ServicesCONTRACT ADMIN$2,879$3,7392023

Related Form 5500 pages