Brewer Heating, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Brewer Heating, 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, Brewer Heating, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Brewer Heating, Inc. under EIN 39-1746706 and plan number 001. The latest loaded filing year is 2023. The filing reports 36 participants and $7,268,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brewer Heating, Inc.
- EIN
- 39-1746706
- Plan number
- 001
- Plan type
- 2
- Location
- Ripon, WI
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $7,268,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20250703100050NAL0000620577001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,268,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,268,221
- Net assets (BOY)
- $6,522,249
Income & contributions
- Employer contributions
- $125,212
- Participant contributions
- $235,520
- Total income / additions
- $2,048,003
Expenses & distributions
- Benefits paid
- $1,301,956
- Administrative expenses
- $75
- Total expenses
- $1,302,031
- Net increase / (decrease)
- $745,972
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.