Brooks Kushman P.C. Employees' 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Brooks Kushman P.C.)
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, Brooks Kushman P.C. Employees' 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Brooks Kushman P.C. under EIN 38-3085676 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $66,291,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brooks Kushman P.C.
- EIN
- 38-3085676
- Plan number
- 001
- Plan type
- 2
- Location
- Royal Oak, MI
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $66,291,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241004085045NAL0005546483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,291,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,291,127
- Net assets (BOY)
- $58,635,346
Income & contributions
- Employer contributions
- $1,822,390
- Participant contributions
- $1,878,491
- Total contributions
- $3,956,289
- Total income / additions
- $14,605,421
Expenses & distributions
- Benefits paid
- $6,874,392
- Administrative expenses
- $75,248
- Total expenses
- $6,949,640
- Net increase / (decrease)
- $7,655,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Consulting Services. | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $30,248 | $0 | 2023 |