Brubacher Excavating, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Brubacher Excavating, Inc.)
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, Brubacher Excavating, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Brubacher Excavating, Inc. under EIN 23-2073860 and plan number 002. The latest loaded filing year is 2023. The filing reports 364 participants and $18,975,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brubacher Excavating, Inc.
- EIN
- 23-2073860
- Plan number
- 002
- Plan type
- 2
- Location
- Bowmansville, PA
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $18,975,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20240926111256NAL0000364275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,975,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,975,582
- Net assets (BOY)
- $15,247,742
Income & contributions
- Employer contributions
- $349,991
- Participant contributions
- $1,299,066
- Total contributions
- $1,785,981
- Total income / additions
- $4,294,700
Expenses & distributions
- Benefits paid
- $509,218
- Administrative expenses
- $57,642
- Total expenses
- $566,860
- Net increase / (decrease)
- $3,727,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $32,965 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Investment Advisors | NONE | $10,359 | not reported in the loaded dataset | 2023 |
| Mckonly & Asbury, Llp | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,318 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brubacher Excavating, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bowmansville, PA
- Conrad Siegel — Schedule C compensation
- Conrad Siegel Investment Advisors — Schedule C compensation
- Mckonly & Asbury, Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation