C.G. Bretting Manufacturing Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (C.G. Bretting Manufacturing Company, 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, C.G. Bretting Manufacturing Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by C.G. Bretting Manufacturing Company, Inc. under EIN 39-0181590 and plan number 003. The latest loaded filing year is 2023. The filing reports 425 participants and $80,819,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.G. Bretting Manufacturing Company, Inc.
- EIN
- 39-0181590
- Plan number
- 003
- Plan type
- 2
- Location
- Ashland, WI
- Latest filing year
- 2023
- Participants
- 425
- End-of-year plan assets
- $80,819,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 425 | H, C | 20241007135208NAL0008933859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,819,701
- Total liabilities (EOY)
- $17,078
- Net assets (EOY)
- $80,802,623
- Net assets (BOY)
- $72,634,489
Income & contributions
- Employer contributions
- $667,785
- Participant contributions
- $1,725,504
- Total contributions
- $2,393,289
- Total income / additions
- $13,075,369
Expenses & distributions
- Benefits paid
- $4,715,347
- Administrative expenses
- $172,283
- Total expenses
- $4,907,235
- Net increase / (decrease)
- $8,168,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | N/A | $0 | $99,304 | 2023 |
| Nationwide | N/A | $31,651 | $36,745 | 2023 |
| Blue Chip Retirement Plans | TPA | $3,933 | $0 | 2023 |
| Definiti LLC | N/A | $650 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C.G. Bretting Manufacturing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Ashland, WI
- Lpl Financial LLC — Schedule C compensation
- Nationwide — Schedule C compensation
- Blue Chip Retirement Plans — Schedule C compensation
- Definiti LLC — Schedule C compensation