2023 Form 5500 filing — Breg, Inc. 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 20240725074422NAL0013742049001) for Breg, Inc. 401(K) Plan, reported by Breg, Inc. under EIN 33-0361048 and plan number 001. It reports 890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$36.6MReported net assets$36,618,843
Participants890
Provider compensation$119.3K3 Schedule C row(s)$119,291
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240725074422NAL0013742049001
Plan sponsor
Breg, Inc.
EIN
33-0361048
Plan number
001
Location
Carlsbad, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$36.6M total assets
Net assets$36.6MLiabilities$0
Money in vs. money out
Total income / additions$10.4M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$611.8K
Participant$3.9M
Full reported line items
Total assets (EOY)
$36,618,843
Total liabilities (EOY)
$0
Net assets (EOY)
$36,618,843
Employer contributions
$611,849
Participant contributions
$3,921,453
Total income / additions
$10,419,063
Benefits paid
$3,889,300
Administrative expenses
$119,291
Total expenses
$4,010,950
Net increase / (decrease)
$6,408,113
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $71K · Indirect $0
  2. 2
    ADVISOR · Direct $32.5K
  3. 3
    ADVISOR · Direct $15.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725074422NAL0013742049001 cover?
It is the 2023 Form 5500 filing for Breg, Inc. 401(K) Plan, reported by Breg, Inc. (EIN 33-0361048).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages