2023 Form 5500 filing — Bmr Employees 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611095723NAL0027591201001) for Bmr Employees 401(K) Plan, reported by Brockway Mechanical & Roofing Co. under EIN 42-1232251 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240611095723NAL0027591201001
Filing year
2023
Form type
2
Plan sponsor
Brockway Mechanical & Roofing Co.
EIN
42-1232251
Plan number
001
Location
Burlington, IA
Participants
117
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,262,030
Total liabilities (EOY)
$0
Net assets (EOY)
$13,262,030
Employer contributions
$215,860
Participant contributions
$508,384
Total income / additions
$3,624,387
Benefits paid
$322,195
Administrative expenses
$2,224
Total expenses
$328,397
Net increase / (decrease)
$3,295,990
Schedule source
Schedule I

Related Form 5500 pages