Brandsness, Brandsness & Rudd Pc Profit Sharing Plan — Form 5500 plan (Brandsness, Brandsness & Rudd Pc)
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, Brandsness, Brandsness & Rudd Pc Profit Sharing Plan is a benefit plan reported by Brandsness, Brandsness & Rudd Pc under EIN 93-0726763 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $5,356,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brandsness, Brandsness & Rudd Pc
- EIN
- 93-0726763
- Plan number
- 001
- Plan type
- 2
- Location
- Klamath Falls, OR
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $5,356,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240322101240NAL0006034177001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,356,165
- Net assets (EOY)
- $5,356,165
- Net assets (BOY)
- $4,500,323
Income & contributions
- Employer contributions
- $188,775
- Participant contributions
- $26,920
- Total income / additions
- $878,928
Expenses & distributions
- Benefits paid
- $2,499
- Administrative expenses
- $20,587
- Total expenses
- $23,086
- Net increase / (decrease)
- $855,842
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.