Briess Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Briess 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, Briess Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Briess Industries, Inc. under EIN 39-1308315 and plan number 002. The latest loaded filing year is 2023. The filing reports 304 participants and $32,434,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Briess Industries, Inc.
- EIN
- 39-1308315
- Plan number
- 002
- Plan type
- 2
- Location
- Chilton, WI
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $32,434,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241015083745NAL0014256963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,434,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,434,345
- Net assets (BOY)
- $31,106,673
Income & contributions
- Employer contributions
- $1,578,168
- Participant contributions
- $1,587,136
- Total contributions
- $4,221,479
- Total income / additions
- $7,891,316
Expenses & distributions
- Benefits paid
- $6,484,509
- Administrative expenses
- $72,991
- Total expenses
- $6,563,644
- Net increase / (decrease)
- $1,327,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $45,147 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVEST MGMT | $14,049 | not reported in the loaded dataset | 2023 |
| Peak Retirment Group Dba Tg Benefit | CONTRACT ADMIN | $12,050 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,745 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Briess Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Chilton, WI
- Global Retirement Partners, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Peak Retirment Group Dba Tg Benefit — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation