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, Bragg Investment Company, Inc. Employee Savings Plan is a benefit plan reported by Bragg Investment Company, Inc. under EIN 95-3565032 and plan number 001. The latest loaded filing year is 2023. The filing reports 935 participants and $73,095,953 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,095,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,095,953
- Net assets (BOY)
- $62,169,710
Income & contributions
- Employer contributions
- $2,255,218
- Participant contributions
- $6,008,343
- Total contributions
- $9,046,845
- Total income / additions
- $20,458,145
Expenses & distributions
- Benefits paid
- $9,523,609
- Administrative expenses
- $7,219
- Total expenses
- $9,531,902
- Net increase / (decrease)
- $10,926,243