Burgess & Niple Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Burgess & Niple Inc. (EIN 31-0885550) is a plan sponsor located in Columbus, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-0885550
Location
Columbus, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$123,088,659
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$123,088,659

Contributions & income

Employer contributions
$6,151,052
Participant contributions
$6,282,296
Total income / additions
$30,669,274

Expenses & distributions

Benefits paid / distributions
$13,898,700
Total expenses
$14,057,172
Net increase / (decrease)
$16,612,102

Coverage

Total reported participants
951
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Burgess & Niple Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Burgess & Niple Profit Sharing Plan And Trust002616$121,401,0182023
Burgess & Niple Employee Benefit Plan501335$1,687,6412023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Burgess & Niple Inc.
YearPlanParticipantsSchedulesFiling
2023Burgess & Niple Profit Sharing Plan And Trust616H, C20241014142628NAL0015101027001
2023Burgess & Niple Employee Benefit Plan335H, C20241014143850NAL0026433393001

Related Form 5500 pages