Bren-Tronics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bren-Tronics, Inc.)
Plain-English plan 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, Bren-Tronics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bren-Tronics, Inc. under EIN 11-2291886 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $28,485,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bren-Tronics, Inc.
- EIN
- 11-2291886
- Plan number
- 001
- Plan type
- 2
- Location
- Commack, NY
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $28,485,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241010154039NAL0020451777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,485,609
- Net assets (EOY)
- $28,485,609
- Net assets (BOY)
- $23,912,232
Income & contributions
- Employer contributions
- $494,043
- Participant contributions
- $955,639
- Total contributions
- $1,453,762
- Total income / additions
- $5,537,493
Expenses & distributions
- Benefits paid
- $895,008
- Administrative expenses
- $69,108
- Total expenses
- $964,116
- Net increase / (decrease)
- $4,573,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $69,108 | $0 | 2023 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISORY | $0 | $14,341 | 2023 |
| Heritage Administrative Services Ll | OTHER SERVICES | $0 | $8,034 | 2023 |
| Cetera Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $5,225 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bren-Tronics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Commack, NY
- Principal Life Insurance Company — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Heritage Administrative Services Ll — Schedule C compensation
- Cetera Investment Advisors, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation