Brandt Construction Co. 401(K) Savings Plan — Form 5500 plan (Brandt Construction Company)

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, Brandt Construction Co. 401(K) Savings Plan is a benefit plan reported by Brandt Construction Company under EIN 36-3796608 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $7,706,668 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.7MPlan net assets, end of year$7,706,668
Participants134Covered participants reported
Assets / participant$57.5KComputed: assets ÷ participants$57,512 (computed)
Provider compensation$39.1K2 Schedule C provider row(s)$39,146
Plan sponsor
Brandt Construction Company
EIN
36-3796608
Plan number
001
Plan type
2
Location
Milan, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20250113074619NAL0010480963001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$579.3K
Benefits paid / distributions$540.1K
Contributions
EmployerNot reported
Participant$459.7K
Full reported line items

Net assets

Total assets (EOY)
$7,706,668
Total liabilities (EOY)
$0
Net assets (EOY)
$7,706,668
Net assets (BOY)
$6,816,729

Income & contributions

Participant contributions
$459,666
Total contributions
$459,666
Total income / additions
$1,469,265

Expenses & distributions

Benefits paid
$540,105
Administrative expenses
$39,221
Total expenses
$579,326
Net increase / (decrease)
$889,939

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Quad City Investment AdvisorsNONE$25,988not reported in the loaded dataset2023
American Trust CompanyNONE$13,158$02023

Related Form 5500 pages