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THE BRYNMORGAN GROUP, INC. — THE BRYNMORGAN GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240522123135NAL0007086992001
THE BRYNMORGAN GROUP, INC.
Form 5500-SF
FILING_RECEIVED
THE BRYNMORGAN GROUP, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE BRYNMORGAN GROUP, INC.
.
Find decision makers
Plan sponsor
Name
THE BRYNMORGAN GROUP, INC.
EIN
94-3210965
Address
2088 POPLAR AVENUE · REDWOOD CITY, CA · 94061
Phone
(510) 693-6746
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
KATHERINE E. AITKEN
EIN
94-3210965
City
REDWOOD CITY, CA
Phone
(510) 623-7314
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-22
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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