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, Brunner & Lay Employees Retirement Plan is a benefit plan reported by Brunner & Lay, Inc. under EIN 36-2065746 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $14,318,734 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,318,734
- Total liabilities (EOY)
- $6,515
- Net assets (EOY)
- $14,312,219
- Net assets (BOY)
- $12,122,897
Income & contributions
- Employer contributions
- $45,000
- Participant contributions
- $408,292
- Total contributions
- $453,292
- Total income / additions
- $3,481,629
Expenses & distributions
- Benefits paid
- $1,279,484
- Administrative expenses
- $6,308
- Total expenses
- $1,292,307
- Net increase / (decrease)
- $2,189,322