2023 Form 5500 filing — Bruns Construction Enterprises, Inc. 401(K) 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 20241011143144NAL0011024147001) for Bruns Construction Enterprises, Inc. 401(K) Plan, reported by Bruns Construction Enterprises, Inc under EIN 46-1665657 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.3MReported net assets$5,310,649
Participants204
Provider compensation$3.8K2 Schedule C row(s)$3,791
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011143144NAL0011024147001
Plan sponsor
Bruns Construction Enterprises, Inc
EIN
46-1665657
Plan number
001
Location
Saint Henry, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$23.1K
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
EmployerNot reported
Participant$672.1K
Full reported line items
Total assets (EOY)
$5,333,730
Total liabilities (EOY)
$23,081
Net assets (EOY)
$5,310,649
Participant contributions
$672,068
Total income / additions
$1,507,231
Benefits paid
$1,444,781
Administrative expenses
$46,919
Total expenses
$1,514,781
Net increase / (decrease)
-$7,550

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wilshire Associates Inc (Usa)INVESTMENT ADVISOR$2,741not reported in the loaded dataset
John Hancock Life Insurance CompanyRECORDKEEPER$1,050not reported in the loaded dataset

Related Form 5500 pages