H. Bruce & Sons, Inc. 401(K) Retirement Plan — Form 5500 plan (H. Bruce & Sons, 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, H. Bruce & Sons, Inc. 401(K) Retirement Plan is a benefit plan reported by H. Bruce & Sons, Inc. under EIN 25-1382944 and plan number 004. The latest loaded filing year is 2023. The filing reports 118 participants and $18,548,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H. Bruce & Sons, Inc.
- EIN
- 25-1382944
- Plan number
- 004
- Plan type
- 2
- Location
- New Castle, PA
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $18,548,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | I | 20240903132243NAL0018537745001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,548,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,548,365
- Net assets (BOY)
- $14,792,429
Income & contributions
- Employer contributions
- $380,680
- Participant contributions
- $690,575
- Total income / additions
- $3,892,615
Expenses & distributions
- Benefits paid
- $90,116
- Administrative expenses
- $43,185
- Total expenses
- $136,679
- Net increase / (decrease)
- $3,755,936
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.