Briggs & Stratton, LLC Cash Balance Retirement Plan — Form 5500 plan (Briggs & Stratton, LLC)
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, Briggs & Stratton, LLC Cash Balance Retirement Plan is a benefit plan reported by Briggs & Stratton, LLC under EIN 85-2711260 and plan number 006. The latest loaded filing year is 2023. The filing reports 820 participants and $9,555,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Briggs & Stratton, LLC
- EIN
- 85-2711260
- Plan number
- 006
- Plan type
- 2
- Location
- Wauwatosa, WI
- Latest filing year
- 2023
- Participants
- 820
- End-of-year plan assets
- $9,555,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 820 | H, C | 20250415163530NAL0003624065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,555,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,555,855
- Net assets (BOY)
- $10,112,185
Income & contributions
- Employer contributions
- $321,000
- Total contributions
- $321,000
- Total income / additions
- $753,521
Expenses & distributions
- Benefits paid
- $936,913
- Administrative expenses
- $372,938
- Total expenses
- $1,309,851
- Net increase / (decrease)
- -$556,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Mgmt Trust Co | TRUSTEE | $144,254 | not reported in the loaded dataset | 2023 |
| Mercer Us LLC | ACTUARY | $52,783 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | ACTUARY | $46,774 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | AUDITOR | $18,400 | not reported in the loaded dataset | 2023 |
| Fid Inst Asset Management Co | INVESTMENT ADVISORY | $15,783 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Briggs & Stratton, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Wauwatosa, WI
- Fid Mgmt Trust Co — Schedule C compensation
- Mercer Us LLC — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Fid Inst Asset Management Co — Schedule C compensation