Brakebush Brothers, Inc. Employees Savings & Retirement Plan — Form 5500 plan (Brakebush Brothers, 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, Brakebush Brothers, Inc. Employees Savings & Retirement Plan is a benefit plan reported by Brakebush Brothers, Inc. under EIN 39-1625450 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,815 participants and $117,722,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brakebush Brothers, Inc.
- EIN
- 39-1625450
- Plan number
- 002
- Plan type
- 2
- Location
- Westfield, WI
- Latest filing year
- 2023
- Participants
- 2,815
- End-of-year plan assets
- $117,722,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,815 | H, C | 20241007162944NAL0016432801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,722,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,722,675
- Net assets (BOY)
- $96,524,812
Income & contributions
- Employer contributions
- $3,937,728
- Participant contributions
- $8,082,550
- Total contributions
- $12,780,684
- Total income / additions
- $29,945,093
Expenses & distributions
- Benefits paid
- $8,478,210
- Administrative expenses
- $269,020
- Total expenses
- $8,747,230
- Net increase / (decrease)
- $21,197,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $196,272 | not reported in the loaded dataset | 2023 |
| Francis Investment Counsel LLC | NONE | $72,748 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brakebush Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Westfield, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Francis Investment Counsel LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation