M. J. Brunner Inc. 401(K) Salary Reduction Plan And Trust — Form 5500 plan (M.J. Brunner 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, M. J. Brunner Inc. 401(K) Salary Reduction Plan And Trust is a benefit plan reported by M.J. Brunner Inc. under EIN 25-1358415 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $16,142,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M.J. Brunner Inc.
- EIN
- 25-1358415
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $16,142,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241013104826NAL0012395059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,142,586
- Total liabilities (EOY)
- $5,545
- Net assets (EOY)
- $16,137,041
- Net assets (BOY)
- $14,158,247
Income & contributions
- Employer contributions
- $288,090
- Participant contributions
- $1,027,813
- Total contributions
- $1,336,927
- Total income / additions
- $3,545,808
Expenses & distributions
- Benefits paid
- $1,545,248
- Administrative expenses
- $21,766
- Total expenses
- $1,567,014
- Net increase / (decrease)
- $1,978,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aaaa Benefits, Inc. | N/A | $21,766 | not reported in the loaded dataset | 2023 |