Original filing (PDF)20250611105207NAL0015874321001

BRUCE & COMPANY PSC

Name: BRUCE & COMPANY PSC — BRUCE & COMPANY PSC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BRUCE & COMPANY PSC

Form 5500-SF

FILING_RECEIVED

BRUCE & COMPANY PSC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUCE & COMPANY PSC.

Plan sponsor

Name

BRUCE & COMPANY PSC

EIN

61-0992454

Address

155 NORTH MAIN STREET · MADISONVILLE, KY · 424311952

Phone

(270) 821-0170

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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