Plan5500

Bretz Companies 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, Bretz Companies Inc. (EIN 87-4232408) is a plan sponsor located in Missoula, MT with 1 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
87-4232408
Location
Missoula, MT
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 Bretz Companies Inc.

  • 2 loaded plans hold $11.8M in reported assets.
  • The largest, The Bretz Companies Inc. 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 643 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$11.7MSummed across loaded plans$11,687,905
Total reported assets$11.8M$11,803,857
Total reported participants643
Total reported liabilities$116K$115,952

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.7MLiabilities$116K
Contributions & income
Employer contributions$301.4K
Participant contributions$1.1M
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$843.7K
Total expenses$976.5K
Net increase / (decrease)$1.9M

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 Bretz Companies Inc. 401(K) Profit Sharing Plan & Trust
Participants per plan322Average 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 Bretz Companies Inc. 401(K) Profit Sharing Plan & Trust$11.8M
    Plan #001 · 223 participants · 2023
  2. 2
    Bretz Companies Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 420 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 Bretz Companies Inc.. Open one for its full reported snapshot.

  1. 2023
    The Bretz Companies Inc. 401(K) Profit Sharing Plan & Trust223 participants · 2Sch HSch C
    View filing →
  2. 2023
    Bretz Companies Inc. Health And Welfare Benefit Plan420 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bretz Companies Inc. report on Form 5500?
Bretz Companies Inc. (EIN 87-4232408) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bretz Companies Inc.?
The Employer Identification Number (EIN) reported for Bretz Companies Inc. is 87-4232408.
What is the latest Form 5500 filing year for Bretz Companies Inc.?
The latest loaded Form 5500 filing year for Bretz Companies Inc. is 2023.

Related Form 5500 pages