2023 Form 5500 filing — C.G. Bretting Manufacturing Company, Inc. Union Employees 401(K) 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 20241007135849NAL0007652947001) for C.G. Bretting Manufacturing Company, Inc. Union Employees 401(K) Savings Plan, reported by C.G. Bretting Manufacturing Company, Inc. under EIN 39-0181590 and plan number 004. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007135849NAL0007652947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.G. Bretting Manufacturing Company, Inc.
- EIN
- 39-0181590
- Plan number
- 004
- Location
- Ashland, WI
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,441,824
- Total liabilities (EOY)
- $24,861
- Net assets (EOY)
- $29,416,963
- Employer contributions
- $316,039
- Participant contributions
- $733,300
- Total income / additions
- $5,755,273
- Benefits paid
- $1,910,001
- Administrative expenses
- $65,644
- Total expenses
- $1,975,645
- Net increase / (decrease)
- $3,779,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | ADVISOR | not reported in the loaded dataset | $35,417 |
| Nationwide | RECORDKEEPER | $12,846 | $15,381 |
| Blue Chip Retirement Plans, Inc. | TPA | $1,875 | $0 |
| Definiti LLC | TPA | $125 | not reported in the loaded dataset |