2023 Form 5500 filing — Briess Industries, 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 20241015083745NAL0014256963001) for Briess Industries, Inc. 401(K) Profit Sharing Plan, reported by Briess Industries, Inc. under EIN 39-1308315 and plan number 002. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083745NAL0014256963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Briess Industries, Inc.
- EIN
- 39-1308315
- Plan number
- 002
- Location
- Chilton, WI
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,434,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,434,345
- Employer contributions
- $1,578,168
- Participant contributions
- $1,587,136
- Total income / additions
- $7,891,316
- Benefits paid
- $6,484,509
- Administrative expenses
- $72,991
- Total expenses
- $6,563,644
- Net increase / (decrease)
- $1,327,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $45,147 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVEST MGMT | $14,049 | not reported in the loaded dataset |
| Peak Retirment Group Dba Tg Benefit | CONTRACT ADMIN | $12,050 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,745 | $0 |