C.G. Bretting Manufacturing Company, Inc. Union Employees 401(K) Savings 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. Union Employees 401(K) Savings Plan is a benefit plan reported by C.G. Bretting Manufacturing Company, Inc. under EIN 39-0181590 and plan number 004. The latest loaded filing year is 2023. The filing reports 231 participants and $29,441,824 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
- 004
- Plan type
- 2
- Location
- Ashland, WI
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $29,441,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241007135849NAL0007652947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,441,824
- Total liabilities (EOY)
- $24,861
- Net assets (EOY)
- $29,416,963
- Net assets (BOY)
- $25,637,335
Income & contributions
- Employer contributions
- $316,039
- Participant contributions
- $733,300
- Total contributions
- $1,049,339
- Total income / additions
- $5,755,273
Expenses & distributions
- Benefits paid
- $1,910,001
- Administrative expenses
- $65,644
- Total expenses
- $1,975,645
- Net increase / (decrease)
- $3,779,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial, LLC | ADVISOR | not reported in the loaded dataset | $35,417 | 2023 |
| Nationwide | RECORDKEEPER | $12,846 | $15,381 | 2023 |
| Blue Chip Retirement Plans, Inc. | TPA | $1,875 | $0 | 2023 |
| Definiti LLC | TPA | $125 | not reported in the loaded dataset | 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, Inc. — Schedule C compensation
- Definiti LLC — Schedule C compensation