Brotschul Potts, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Brotschul Potts, 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, Brotschul Potts, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Brotschul Potts, LLC under EIN 20-8044013 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $2,432,724 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brotschul Potts, LLC
- EIN
- 20-8044013
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Brook Terrace, IL
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,432,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,432,724
- Net assets (BOY)
- $2,072,646
Income & contributions
- Employer contributions
- $62,232
- Participant contributions
- $190,634
- Total income / additions
- $657,745
Expenses & distributions
- Benefits paid
- $287,966
- Administrative expenses
- $9,701
- Total expenses
- $297,667
- Net increase / (decrease)
- $360,078
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.