2023 Form 5500 filing — Brandsness, Brandsness & Rudd Pc Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240322101240NAL0006034177001) for Brandsness, Brandsness & Rudd Pc Profit Sharing Plan, reported by Brandsness, Brandsness & Rudd Pc under EIN 93-0726763 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240322101240NAL0006034177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brandsness, Brandsness & Rudd Pc
- EIN
- 93-0726763
- Plan number
- 001
- Location
- Klamath Falls, OR
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,356,165
- Net assets (EOY)
- $5,356,165
- Employer contributions
- $188,775
- Participant contributions
- $26,920
- Total income / additions
- $878,928
- Benefits paid
- $2,499
- Administrative expenses
- $20,587
- Total expenses
- $23,086
- Net increase / (decrease)
- $855,842
- Schedule source
- Schedule I