Auten, Pruss & Beckmann, P.C. Retirement Plan — Form 5500 plan (Auten,Pruss & Beckmann, P.C.)

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, Auten, Pruss & Beckmann, P.C. Retirement Plan is a benefit plan reported by Auten,Pruss & Beckmann, P.C. under EIN 47-0699068 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $6,697,333 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Auten,Pruss & Beckmann, P.C.
EIN
47-0699068
Plan number
001
Plan type
2
Location
Norfolk, NE
Latest filing year
2023
Participants
15
End-of-year plan assets
$6,697,333

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I20240731081507NAL0021210033002

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,697,333
Net assets (EOY)
$6,697,333
Net assets (BOY)
$5,716,632

Income & contributions

Employer contributions
$113,401
Participant contributions
$176,403
Total income / additions
$1,590,900

Expenses & distributions

Benefits paid
$610,199
Total expenses
$610,199
Net increase / (decrease)
$980,701

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages