Bruna Implement Employees 401k Plan — Form 5500 plan (Bruna Brothers Implement, LLC)

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, Bruna Implement Employees 401k Plan is a benefit plan reported by Bruna Brothers Implement, LLC under EIN 48-1195305 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $7,437,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bruna Brothers Implement, LLC
EIN
48-1195305
Plan number
001
Plan type
2
Location
Marysville, KS
Latest filing year
2023
Participants
138
End-of-year plan assets
$7,437,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20240828163041NAL0012376193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,437,245
Total liabilities (EOY)
$51,522
Net assets (EOY)
$7,385,723
Net assets (BOY)
$5,569,111

Income & contributions

Employer contributions
$218,547
Participant contributions
$597,744
Total contributions
$816,291
Total income / additions
$2,018,879

Expenses & distributions

Benefits paid
$201,317
Administrative expenses
$950
Total expenses
$202,267
Net increase / (decrease)
$1,816,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creativeone Wealth, LLCSERVICE PROVIDER$0$22,5922023
Voya Retirement Ins & AnnuitySERVICE PROVIDER$0$02023

Related Form 5500 pages