2023 Form 5500 filing — Brek Manufacturing Co. Employee 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 20240907143854NAL0001669219001) for Brek Manufacturing Co. Employee Savings Plan, reported by Brek Manufacturing Co. under EIN 95-2690571 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240907143854NAL0001669219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brek Manufacturing Co.
- EIN
- 95-2690571
- Plan number
- 002
- Location
- Gardena, CA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,697,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,697,948
- Employer contributions
- $214,174
- Participant contributions
- $661,681
- Total income / additions
- $3,110,462
- Benefits paid
- $518,353
- Administrative expenses
- $7,887
- Total expenses
- $561,952
- Net increase / (decrease)
- $2,548,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,744 | $0 |