What is the most recent Form 5500 filing year for Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees?

The latest Form 5500 filing year loaded for Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees is 2023.

How many participants does Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees report?

Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees reports 175 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees?

Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees reports $2,768,278 in end-of-year plan assets in its latest loaded Form 5500 filing.

Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees — Form 5500 plan (Brown & Haley)

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, Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees is a benefit plan reported by Brown & Haley under EIN 91-0157130 and plan number 005. The latest loaded filing year is 2023. The filing reports 175 participants and $2,768,278 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,768,278

Participants175Covered participants reported

Assets / participant$15.8KComputed: assets ÷ participants$15,819 (computed)

Provider compensation$6.4K1 Schedule C provider row(s)$6,434

Plan sponsor: Brown & Haley
EIN: 91-0157130
Plan number: 005
Plan type: 2
Location: Tacoma, WA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
175 participants · 2Sch HSch C
View filing →

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)$2.8M total assets

Net assets$2.8MLiabilities$0

Money in vs. money out

Total income / additions$605.4K

Total expenses$80.7K

Benefits paid / distributions$75.8K

Contributions

Employer$85.7K

Participant$101.5K

Full reported line items

Net assets

Total assets (EOY): $2,768,278
Total liabilities (EOY): $0
Net assets (EOY): $2,768,278
Net assets (BOY): $2,243,583

Income & contributions

Employer contributions: $85,667
Participant contributions: $101,481
Total contributions: $228,649
Total income / additions: $605,376

Expenses & distributions

Benefits paid: $75,812
Administrative expenses: $4,869
Total expenses: $80,681
Net increase / (decrease): $524,695

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.

Contribution share (employer vs. participant)

46%54%

Employer 46%Participant 54%

Total expenses ÷ net assets3%Computed ratio

Benefits paid ÷ total income13%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Stancorp Financial Group$6.4K
NONE · Direct $4.9K · Indirect $1.6K

What to inspect next

Frequently asked questions

Who sponsors the Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees?: Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees is reported as sponsored by Brown & Haley (EIN 91-0157130, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees?: The latest Form 5500 filing year loaded for Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees is 2023.
How many participants does Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees report?: Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees reports 175 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees?: Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees reports $2,768,278 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.