Burnett Companies Consolidated, 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, Burnett Companies Consolidated, Inc. (EIN 76-0080808) is a plan sponsor located in Houston, TX with 1 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
76-0080808
Location
Houston, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$40,529,090
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$38,177,952

Contributions & income

Employer contributions
$1,345,187
Participant contributions
$327,219
Total income / additions
$258,379

Expenses & distributions

Benefits paid / distributions
$1,557,769
Total expenses
$1,641,200
Net increase / (decrease)
-$1,382,821

Coverage

Total reported participants
926
Plans with financial statements
2
Plans with provider compensation
1

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

Burnett Companies Consolidated, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Burnett Companies Consolidated, Inc.003811$31,655,6662023
The Burnett Companies Consolidated, Inc. 401(K) Plan001115$8,873,4242023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Burnett Companies Consolidated, Inc.
YearPlanParticipantsSchedulesFiling
2023The Burnett Companies Consolidated, Inc. 401(K) Plan115H, C20240925084635NAL0005323411001
2023The Burnett Companies Consolidated, Inc.811H20241003081055NAL0016644880001
2023Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan833H20251013083441NAL0000859089001

Related Form 5500 pages