Plan5500

The Bruce Company Of Wisconsin, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Bruce Company Of Wisconsin, Inc. (EIN 39-0904663) is a plan sponsor located in Middleton, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0904663
Location
Middleton, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Bruce Company Of Wisconsin, Inc.

  • 2 loaded plans hold $20M in reported assets.
  • The largest, The Bruce Company Of Wisconsin, Inc. Profit Sharing And Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 515 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20MSummed across loaded plans$20,043,144
Total reported assets$20M$20,043,144
Total reported participants515
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20M total assets
Net assets$20MLiabilities$0
Contributions & income
Employer contributions$122.2K
Participant contributions$489.7K
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$888.1K
Total expenses$965.4K
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Bruce Company Of Wisconsin, Inc. Profit Sharing And Savings Plan
Participants per plan258Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Bruce Company Of Wisconsin, Inc. Profit Sharing And Savings Plan$20M
    Plan #001 · 312 participants · 2023
  2. 2
    The Bruce Company Of Wisconsin, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 203 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Bruce Company Of Wisconsin, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Bruce Company Of Wisconsin, Inc. Health & Welfare Benefit Plan203 participants · 2No schedules
    View filing →
  2. 2023
    The Bruce Company Of Wisconsin, Inc. Profit Sharing And Savings Plan312 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Bruce Company Of Wisconsin, Inc. report on Form 5500?
The Bruce Company Of Wisconsin, Inc. (EIN 39-0904663) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Bruce Company Of Wisconsin, Inc.?
The Employer Identification Number (EIN) reported for The Bruce Company Of Wisconsin, Inc. is 39-0904663.
What is the latest Form 5500 filing year for The Bruce Company Of Wisconsin, Inc.?
The latest loaded Form 5500 filing year for The Bruce Company Of Wisconsin, Inc. is 2023.

Related Form 5500 pages