Miller-Bradford & Risberg, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Miller-Bradford & Risberg, 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, Miller-Bradford & Risberg, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Miller-Bradford & Risberg, Inc. under EIN 39-1127878 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $14,429,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Miller-Bradford & Risberg, Inc.
EIN
39-1127878
Plan number
002
Plan type
2
Location
Sussex, WI
Latest filing year
2023
Participants
141
End-of-year plan assets
$14,429,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20240710084131NAL0016528433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,429,115
Net assets (EOY)
$14,429,115
Net assets (BOY)
$11,677,257

Income & contributions

Employer contributions
$176,667
Participant contributions
$543,602
Total contributions
$720,724
Total income / additions
$3,318,857

Expenses & distributions

Benefits paid
$521,411
Administrative expenses
$45,574
Total expenses
$566,999
Net increase / (decrease)
$2,751,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$34,074$02023
Wipfli LlpAUDITOR$11,500$02023

Related Form 5500 pages