2023 Form 5500 filing — Frank Brunckhorst Company Union 401(K) Retirement 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 20241007124902NAL0016072273001) for Frank Brunckhorst Company Union 401(K) Retirement Savings Plan, reported by Frank Brunckhorst Co., LLC under EIN 11-0589012 and plan number 010. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124902NAL0016072273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frank Brunckhorst Co., LLC
- EIN
- 11-0589012
- Plan number
- 010
- Location
- Sarasota, FL
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,014,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,014,404
- Participant contributions
- $469,186
- Total income / additions
- $983,599
- Benefits paid
- $137,484
- Administrative expenses
- $28,804
- Total expenses
- $171,908
- Net increase / (decrease)
- $811,691
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $2,102 | $14,637 |
| Triton Services Corporation | RECORDKEEPER | $13,670 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | BROKER | $13,036 | not reported in the loaded dataset |