Brixey & Meyer, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Brixey & Meyer, 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, Brixey & Meyer, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Brixey & Meyer, Inc. under EIN 30-0132514 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $15,571,826 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brixey & Meyer, Inc.
EIN
30-0132514
Plan number
001
Plan type
2
Location
Miamisburg, OH
Latest filing year
2023
Participants
158
End-of-year plan assets
$15,571,826

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241011145614NAL0044741298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,571,826
Total liabilities (EOY)
$0
Net assets (EOY)
$15,571,826
Net assets (BOY)
$11,051,716

Income & contributions

Employer contributions
$461,284
Participant contributions
$977,068
Total contributions
$2,050,664
Total income / additions
$4,910,184

Expenses & distributions

Benefits paid
$364,096
Administrative expenses
$25,978
Total expenses
$390,074
Net increase / (decrease)
$4,520,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rw BairdINVESTMENT ADVISOR$23,652not reported in the loaded dataset2023
The Retirement Plan Company, LLCNONE$2,326$3,3992023

Related Form 5500 pages