Bruns Holding Group Employee Stock Ownership Plan — Form 5500 plan (Bruns Holding Group, 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, Bruns Holding Group Employee Stock Ownership Plan is a benefit plan reported by Bruns Holding Group, Inc. under EIN 81-3634718 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $24,900,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bruns Holding Group, Inc.
EIN
81-3634718
Plan number
002
Plan type
2
Location
St. Henry, OH
Latest filing year
2023
Participants
207
End-of-year plan assets
$24,900,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H20241011143123NAL0012597155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,900,000
Total liabilities (EOY)
$15,516,877
Net assets (EOY)
$9,383,123
Net assets (BOY)
-$380,615

Income & contributions

Employer contributions
$1,305,750
Total contributions
$1,305,750
Total income / additions
$10,605,750

Expenses & distributions

Benefits paid
$282,690
Administrative expenses
$0
Total expenses
$842,012
Net increase / (decrease)
$9,763,738

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages