Brunner Manufacturing Employees Retirement Savings Plan — Form 5500 plan (Brunner Manufacturing Company 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, Brunner Manufacturing Employees Retirement Savings Plan is a benefit plan reported by Brunner Manufacturing Company Inc. under EIN 39-1087853 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $28,663,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brunner Manufacturing Company Inc.
- EIN
- 39-1087853
- Plan number
- 001
- Plan type
- 3
- Location
- Mauston, WI
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $28,663,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20240812165528NAL0009590865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,663,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,663,172
- Net assets (BOY)
- $25,463,215
Income & contributions
- Employer contributions
- $640,411
- Participant contributions
- $989,044
- Total contributions
- $1,733,926
- Total income / additions
- $5,637,919
Expenses & distributions
- Benefits paid
- $2,466,433
- Administrative expenses
- -$46,812
- Total expenses
- $2,437,962
- Net increase / (decrease)
- $3,199,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wegner Cpas, Llp | ACCOUNTANT/AUDITOR | $9,900 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$56,613 | $0 | 2023 |