2023 Form 5500 filing — Briggs & Stratton, LLC Cash Balance 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 20250415163530NAL0003624065001) for Briggs & Stratton, LLC Cash Balance Retirement Plan, reported by Briggs & Stratton, LLC under EIN 85-2711260 and plan number 006. It reports 820 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415163530NAL0003624065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Briggs & Stratton, LLC
- EIN
- 85-2711260
- Plan number
- 006
- Location
- Wauwatosa, WI
- Participants
- 820
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,555,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,555,855
- Employer contributions
- $321,000
- Total income / additions
- $753,521
- Benefits paid
- $936,913
- Administrative expenses
- $372,938
- Total expenses
- $1,309,851
- Net increase / (decrease)
- -$556,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Mgmt Trust Co | TRUSTEE | $144,254 | not reported in the loaded dataset |
| Mercer Us LLC | ACTUARY | $52,783 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | ACTUARY | $46,774 | not reported in the loaded dataset |
| Wipfli Llp | AUDITOR | $18,400 | not reported in the loaded dataset |
| Fid Inst Asset Management Co | INVESTMENT ADVISORY | $15,783 | not reported in the loaded dataset |