2023 Form 5500 filing — Brubacher Excavating, Inc. 401(K) Profit Sharing 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 20240926111256NAL0000364275001) for Brubacher Excavating, Inc. 401(K) Profit Sharing Plan, reported by Brubacher Excavating, Inc. under EIN 23-2073860 and plan number 002. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926111256NAL0000364275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brubacher Excavating, Inc.
- EIN
- 23-2073860
- Plan number
- 002
- Location
- Bowmansville, PA
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,975,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,975,582
- Employer contributions
- $349,991
- Participant contributions
- $1,299,066
- Total income / additions
- $4,294,700
- Benefits paid
- $509,218
- Administrative expenses
- $57,642
- Total expenses
- $566,860
- Net increase / (decrease)
- $3,727,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $32,965 | not reported in the loaded dataset |
| Conrad Siegel Investment Advisors | NONE | $10,359 | not reported in the loaded dataset |
| Mckonly & Asbury, Llp | NONE | $9,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,318 | $0 |
| American Century Investment Inc | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |