2023 Form 5500 filing — M. J. Brunner Inc. 401(K) Salary Reduction Plan And Trust
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 20241013104826NAL0012395059001) for M. J. Brunner Inc. 401(K) Salary Reduction Plan And Trust, reported by M.J. Brunner Inc. under EIN 25-1358415 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013104826NAL0012395059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- M.J. Brunner Inc.
- EIN
- 25-1358415
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,142,586
- Total liabilities (EOY)
- $5,545
- Net assets (EOY)
- $16,137,041
- Employer contributions
- $288,090
- Participant contributions
- $1,027,813
- Total income / additions
- $3,545,808
- Benefits paid
- $1,545,248
- Administrative expenses
- $21,766
- Total expenses
- $1,567,014
- Net increase / (decrease)
- $1,978,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aaaa Benefits, Inc. | N/A | $21,766 | not reported in the loaded dataset |