2023 Form 5500 filing — Brusco Tug And Barge, Inc. Employees Retirement 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 20241011120845NAL0022714513001) for Brusco Tug And Barge, Inc. Employees Retirement Plan, reported by Brusco Tug And Barge, Inc. under EIN 91-0776668 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011120845NAL0022714513001
Filing year
2023
Form type
2
Plan sponsor
Brusco Tug And Barge, Inc.
EIN
91-0776668
Plan number
001
Location
Longview, WA
Participants
152
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,806,366
Total liabilities (EOY)
$3,125
Net assets (EOY)
$8,803,241
Employer contributions
$115,553
Participant contributions
$433,668
Total income / additions
$1,915,035
Benefits paid
$615,212
Administrative expenses
$45,033
Total expenses
$660,245
Net increase / (decrease)
$1,254,790
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Northwest Advisory ServiceNONE$38,898not reported in the loaded dataset

Related Form 5500 pages