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, Bressler, Amery & Ross P. C. 401(K) Profit Sharing Plan is a benefit plan reported by Bressler, Amery & Ross P.C. under EIN 22-3319987 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $75,046,098 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,046,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,046,098
- Net assets (BOY)
- $69,116,682
Income & contributions
- Employer contributions
- $1,217,963
- Participant contributions
- $2,802,779
- Total contributions
- $4,261,243
- Total income / additions
- $14,742,713
Expenses & distributions
- Benefits paid
- $8,482,310
- Administrative expenses
- $330,987
- Total expenses
- $8,813,297
- Net increase / (decrease)
- $5,929,416