Brusco Tug And Barge, Inc. Employees Retirement Plan — Form 5500 plan (Brusco Tug And Barge, 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, Brusco Tug And Barge, Inc. Employees Retirement Plan is a benefit plan reported by Brusco Tug And Barge, Inc. under EIN 91-0776668 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $8,806,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brusco Tug And Barge, Inc.
EIN
91-0776668
Plan number
001
Plan type
2
Location
Longview, WA
Latest filing year
2023
Participants
152
End-of-year plan assets
$8,806,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241011120845NAL0022714513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,806,366
Total liabilities (EOY)
$3,125
Net assets (EOY)
$8,803,241
Net assets (BOY)
$7,548,451

Income & contributions

Employer contributions
$115,553
Participant contributions
$433,668
Total contributions
$678,511
Total income / additions
$1,915,035

Expenses & distributions

Benefits paid
$615,212
Administrative expenses
$45,033
Total expenses
$660,245
Net increase / (decrease)
$1,254,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Northwest Advisory ServiceNONE$38,898not reported in the loaded dataset2023

Related Form 5500 pages