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, B.R. Funsten & Company, Inc 401(K) Profit Sharing Plan is a benefit plan reported by B.R. Funsten & Company, Inc. under EIN 94-1369591 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $17,580,443 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,580,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,580,443
- Net assets (BOY)
- $15,734,926
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $825,449
- Total contributions
- $887,349
- Total income / additions
- $3,878,674
Expenses & distributions
- Benefits paid
- $1,940,280
- Administrative expenses
- $92,877
- Total expenses
- $2,033,157
- Net increase / (decrease)
- $1,845,517