2023 Form 5500 filing — Burke Beverage, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606083938NAL0021939505001) for Burke Beverage, Inc. 401(K) Plan, reported by Burke Beverage, Inc. under EIN 36-3047221 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240606083938NAL0021939505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burke Beverage, Inc.
- EIN
- 36-3047221
- Plan number
- 001
- Location
- Mccook, IL
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,610,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,610,741
- Employer contributions
- $344,642
- Participant contributions
- $682,597
- Total income / additions
- $3,378,089
- Benefits paid
- $6,676,515
- Administrative expenses
- $2,450
- Total expenses
- $6,678,965
- Net increase / (decrease)
- -$3,300,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $39,417 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,450 | $0 |