Brek Manufacturing Co. Employee Savings Plan — Form 5500 plan (Brek Manufacturing Co.)
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, Brek Manufacturing Co. Employee Savings Plan is a benefit plan reported by Brek Manufacturing Co. under EIN 95-2690571 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $16,697,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brek Manufacturing Co.
- EIN
- 95-2690571
- Plan number
- 002
- Plan type
- 2
- Location
- Gardena, CA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $16,697,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240907143854NAL0001669219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,697,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,697,948
- Net assets (BOY)
- $14,149,438
Income & contributions
- Employer contributions
- $214,174
- Participant contributions
- $661,681
- Total contributions
- $875,855
- Total income / additions
- $3,110,462
Expenses & distributions
- Benefits paid
- $518,353
- Administrative expenses
- $7,887
- Total expenses
- $561,952
- Net increase / (decrease)
- $2,548,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,744 | $0 | 2023 |