2023 Form 5500 filing — Brunk Industries, Inc. Profit Sharing And 401(K) Savings 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 20240912133040NAL0010183137001) for Brunk Industries, Inc. Profit Sharing And 401(K) Savings Plan, reported by Brunk Industries, Inc. under EIN 39-1022662 and plan number 002. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912133040NAL0010183137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brunk Industries, Inc.
- EIN
- 39-1022662
- Plan number
- 002
- Location
- Lake Geneva, WI
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,667,485
- Total liabilities (EOY)
- $10,100
- Net assets (EOY)
- $25,657,385
- Employer contributions
- $492,655
- Participant contributions
- $1,419,389
- Total income / additions
- $6,143,968
- Benefits paid
- $3,916,792
- Administrative expenses
- $93,168
- Total expenses
- $4,009,960
- Net increase / (decrease)
- $2,134,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $51,748 | $0 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $41,382 | not reported in the loaded dataset |