2023 Form 5500 filing — The Brungardt Honomichl & Company, P.A. Employees Retirement 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 20240723145441NAL0007408371001) for The Brungardt Honomichl & Company, P.A. Employees Retirement Plan, reported by Brungardt Honomichl & Company, P.A. under EIN 48-1114342 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723145441NAL0007408371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brungardt Honomichl & Company, P.A.
- EIN
- 48-1114342
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,700,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,700,391
- Employer contributions
- $170,969
- Participant contributions
- $1,080,664
- Total income / additions
- $2,760,772
- Benefits paid
- $352,280
- Administrative expenses
- $56,346
- Total expenses
- $408,626
- Net increase / (decrease)
- $2,352,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North American Ktrade Alliance | RECORDKEEPER | $21,891 | not reported in the loaded dataset |
| Demars Pension Consulting Services | ADMINISTRATIVE | $17,693 | not reported in the loaded dataset |
| Steffes Financial. Ltd | ADVISOR | $16,906 | not reported in the loaded dataset |