M. BRUENGER & COMPANY INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M. BRUENGER & COMPANY PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : M. BRUENGER & COMPANY PROFIT SHARING PLAN AND TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-31 | 1461190 |
| Net assets as of the end of the plan year | 2025-07-31 | 0 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 1141088 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 115000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 127908 |
| Value of participant loans at end of plan year | 2025-07-31 | 0 |
| Other income to plan in this plan year | 2025-07-31 | 130012 |
| Plan net income in this plan year | 2025-07-31 | -1141088 |
| Net assets as of the end of the plan year | 2025-07-31 | 0 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 1141088 |
| Employer contributions to plan in this plan year | 2025-07-31 | 62182 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 15379 |
| 2024 : M. BRUENGER & COMPANY PROFIT SHARING PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-26 | 273305 |
| Net assets as of the end of the plan year | 2024-07-26 | 1141088 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 964886 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 97000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 201603 |
| Value of participant loans at end of plan year | 2024-07-26 | 12079 |
| Other income to plan in this plan year | 2024-07-26 | 153812 |
| Plan net income in this plan year | 2024-07-26 | 176202 |
| Net assets as of the end of the plan year | 2024-07-26 | 1141088 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 964886 |
| Employer contributions to plan in this plan year | 2024-07-26 | 94092 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 6433 |
| 2022 : M. BRUENGER & COMPANY PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $185,123 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $131,723 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $115,972 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,033 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $362,092 |
| Value of total assets at end of year | 2022-12-31 | $964,886 |
| Value of total assets at beginning of year | 2022-12-31 | $911,486 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,718 |
| Total interest from all sources | 2022-12-31 | $418 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,285 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,285 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $253,232 |
| Participant contributions at end of year | 2022-12-31 | $8,342 |
| Participant contributions at beginning of year | 2022-12-31 | $2,733 |
| Participant contributions at end of year | 2022-12-31 | $1,098 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $53,400 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $964,886 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $911,486 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $196,689 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $138,121 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $91,610 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $104,836 |
| Interest on participant loans | 2022-12-31 | $282 |
| Interest earned on other investments | 2022-12-31 | $136 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $659,035 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $657,289 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $7,517 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $8,507 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-33,385 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-26,523 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-120,764 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $108,860 |
| Employer contributions (assets) at end of year | 2022-12-31 | $595 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $115,972 |
| Contract administrator fees | 2022-12-31 | $13,718 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CITRIN COOPERMAN |
| Accountancy firm EIN | 2022-12-31 | 222428965 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $185,123 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $131,723 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $115,972 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $2,033 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $362,092 |
| Value of total assets at end of year | 2022-01-01 | $964,886 |
| Value of total assets at beginning of year | 2022-01-01 | $911,486 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $13,718 |
| Total interest from all sources | 2022-01-01 | $418 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $3,285 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $3,285 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $253,232 |
| Participant contributions at end of year | 2022-01-01 | $8,342 |
| Participant contributions at beginning of year | 2022-01-01 | $2,733 |
| Participant contributions at end of year | 2022-01-01 | $1,098 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $53,400 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $964,886 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $911,486 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $196,689 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $138,121 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $91,610 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $104,836 |
| Interest on participant loans | 2022-01-01 | $282 |
| Interest earned on other investments | 2022-01-01 | $136 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $659,035 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $657,289 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $7,517 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $8,507 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-33,385 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-26,523 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-120,764 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $108,860 |
| Employer contributions (assets) at end of year | 2022-01-01 | $595 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $115,972 |
| Contract administrator fees | 2022-01-01 | $13,718 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CITRIN COOPERMAN |
| Accountancy firm EIN | 2022-01-01 | 222428965 |
| 2021 : M. BRUENGER & COMPANY PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,133,296 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $221,810 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $211,636 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,039,436 |
| Value of total assets at end of year | 2021-12-31 | $911,486 |
| Value of total assets at beginning of year | 2021-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,174 |
| Total interest from all sources | 2021-12-31 | $149 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,259 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,259 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $234,010 |
| Participant contributions at end of year | 2021-12-31 | $2,733 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $708,432 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $437 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $911,486 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $911,486 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $138,121 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $104,836 |
| Interest on participant loans | 2021-12-31 | $33 |
| Interest earned on other investments | 2021-12-31 | $116 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $657,289 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $8,507 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $24,354 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $9,293 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $57,805 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $96,994 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $211,199 |
| Contract administrator fees | 2021-12-31 | $10,174 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CITRIN COOPERMAN & COMPANY LLP |
| Accountancy firm EIN | 2021-12-31 | 222428965 |
