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, Bruce Oakley, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bruce Oakley, Inc. under EIN 71-0483822 and plan number 002. The latest loaded filing year is 2023. The filing reports 663 participants and $44,754,027 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,754,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,754,027
- Net assets (BOY)
- $38,397,199
Income & contributions
- Employer contributions
- $1,160,786
- Participant contributions
- $2,339,821
- Total contributions
- $3,632,775
- Total income / additions
- $9,949,781
Expenses & distributions
- Benefits paid
- $3,524,673
- Administrative expenses
- $68,280
- Total expenses
- $3,592,953
- Net increase / (decrease)
- $6,356,828