Bryan Equipment Sales, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bryan Equipment Sales, INC.
  • Sponsor EIN: 310532734
  • Sponsor Address: 6300 SMITH RD, LOVELAND, OH, 45140
  • Plan Type: DC
  • Total Participants: 73
  • Total Assets: $30.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202473$30.6M$1.1M$379,712
202364$27.5M$1.2M$301,343
202266$24.9M$1.2M$363,456

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