The Brungardt Honomichl & Company, P.A. Employees Retirement Plan — Form 5500 plan (Brungardt Honomichl & Company, P.A.)
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, The Brungardt Honomichl & Company, P.A. Employees Retirement Plan is a benefit plan reported by Brungardt Honomichl & Company, P.A. under EIN 48-1114342 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $10,700,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brungardt Honomichl & Company, P.A.
- EIN
- 48-1114342
- Plan number
- 001
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $10,700,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240723145441NAL0007408371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,700,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,700,391
- Net assets (BOY)
- $8,348,245
Income & contributions
- Employer contributions
- $170,969
- Participant contributions
- $1,080,664
- Total contributions
- $1,251,633
- Total income / additions
- $2,760,772
Expenses & distributions
- Benefits paid
- $352,280
- Administrative expenses
- $56,346
- Total expenses
- $408,626
- Net increase / (decrease)
- $2,352,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North American Ktrade Alliance | RECORDKEEPER | $21,891 | not reported in the loaded dataset | 2023 |
| Demars Pension Consulting Services | ADMINISTRATIVE | $17,693 | not reported in the loaded dataset | 2023 |
| Steffes Financial. Ltd | ADVISOR | $16,906 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brungardt Honomichl & Company, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- North American Ktrade Alliance — Schedule C compensation
- Demars Pension Consulting Services — Schedule C compensation
- Steffes Financial. Ltd — Schedule C compensation