Frank Brunckhorst Company Union 401(K) Retirement Savings Plan — Form 5500 plan (Frank Brunckhorst Co., LLC)

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, Frank Brunckhorst Company Union 401(K) Retirement Savings Plan is a benefit plan reported by Frank Brunckhorst Co., LLC under EIN 11-0589012 and plan number 010. The latest loaded filing year is 2023. The filing reports 196 participants and $4,014,404 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frank Brunckhorst Co., LLC
EIN
11-0589012
Plan number
010
Plan type
2
Location
Sarasota, FL
Latest filing year
2023
Participants
196
End-of-year plan assets
$4,014,404

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241007124902NAL0016072273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,014,404
Total liabilities (EOY)
$0
Net assets (EOY)
$4,014,404
Net assets (BOY)
$3,202,713

Income & contributions

Participant contributions
$469,186
Total contributions
$469,186
Total income / additions
$983,599

Expenses & distributions

Benefits paid
$137,484
Administrative expenses
$28,804
Total expenses
$171,908
Net increase / (decrease)
$811,691

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$2,102$14,6372023
Triton Services CorporationRECORDKEEPER$13,670not reported in the loaded dataset2023
Global Retirement Partners, LLCBROKER$13,036not reported in the loaded dataset2023

Related Form 5500 pages