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, Von Briesen & Roper S.C. 401k Profit Sharing Plan is a benefit plan reported by Von Briesen & Roper, S.C. under EIN 39-1576289 and plan number 002. The latest loaded filing year is 2023. The filing reports 487 participants and $149,309,388 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,309,388
- Net assets (EOY)
- $149,309,388
- Net assets (BOY)
- $134,387,757
Income & contributions
- Employer contributions
- $3,998,699
- Participant contributions
- $3,115,414
- Total contributions
- $7,434,791
- Total income / additions
- $29,274,785
Expenses & distributions
- Benefits paid
- $14,268,571
- Administrative expenses
- $84,583
- Total expenses
- $14,353,154
- Net increase / (decrease)
- $14,921,631