2023 Form 5500 filing — Brunner Manufacturing Employees Retirement Savings 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 20240812165528NAL0009590865001) for Brunner Manufacturing Employees Retirement Savings Plan, reported by Brunner Manufacturing Company Inc. under EIN 39-1087853 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812165528NAL0009590865001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Brunner Manufacturing Company Inc.
- EIN
- 39-1087853
- Plan number
- 001
- Location
- Mauston, WI
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,663,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,663,172
- Employer contributions
- $640,411
- Participant contributions
- $989,044
- Total income / additions
- $5,637,919
- Benefits paid
- $2,466,433
- Administrative expenses
- -$46,812
- Total expenses
- $2,437,962
- Net increase / (decrease)
- $3,199,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wegner Cpas, Llp | ACCOUNTANT/AUDITOR | $9,900 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$56,613 | $0 |