Brookville Equipment Corporation 401(K) Plan — Form 5500 plan (Brookville Equipment Corporation)
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, Brookville Equipment Corporation 401(K) Plan is a benefit plan reported by Brookville Equipment Corporation under EIN 25-1259897 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $15,621,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brookville Equipment Corporation
- EIN
- 25-1259897
- Plan number
- 001
- Plan type
- 2
- Location
- Brookville, PA
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $15,621,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20240725071905NAL0008994739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,621,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,621,137
- Net assets (BOY)
- $12,787,459
Income & contributions
- Employer contributions
- $230,922
- Participant contributions
- $969,172
- Total contributions
- $1,209,162
- Total income / additions
- $3,434,433
Expenses & distributions
- Benefits paid
- $553,069
- Administrative expenses
- $43,445
- Total expenses
- $600,755
- Net increase / (decrease)
- $2,833,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mckinley Carter Wealth Services, In | INVESTMENT ADVISOR | $29,173 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,947 | $0 | 2023 |