Brunk Industries, Inc. Profit Sharing And 401(K) Savings Plan — Form 5500 plan (Brunk Industries, 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, Brunk Industries, Inc. Profit Sharing And 401(K) Savings Plan is a benefit plan reported by Brunk Industries, Inc. under EIN 39-1022662 and plan number 002. The latest loaded filing year is 2023. The filing reports 357 participants and $25,667,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brunk Industries, Inc.
EIN
39-1022662
Plan number
002
Plan type
2
Location
Lake Geneva, WI
Latest filing year
2023
Participants
357
End-of-year plan assets
$25,667,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023357H, C20240912133040NAL0010183137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,667,485
Total liabilities (EOY)
$10,100
Net assets (EOY)
$25,657,385
Net assets (BOY)
$23,523,377

Income & contributions

Employer contributions
$492,655
Participant contributions
$1,419,389
Total contributions
$2,339,234
Total income / additions
$6,143,968

Expenses & distributions

Benefits paid
$3,916,792
Administrative expenses
$93,168
Total expenses
$4,009,960
Net increase / (decrease)
$2,134,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wipfli LlpRECORDKEEPER$51,748$02023
Creative Planning, LLCINVESTMENT ADVISOR$41,382not reported in the loaded dataset2023

Related Form 5500 pages