2023 Form 5500 filing — I.G. Burton And Co., Inc. Salary Deferral 401(K) Ps 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 20240801054626NAL0022627697001) for I.G. Burton And Co., Inc. Salary Deferral 401(K) Ps Plan, reported by I.G. Burton And Company, Inc. under EIN 51-0102421 and plan number 001. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801054626NAL0022627697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- I.G. Burton And Company, Inc.
- EIN
- 51-0102421
- Plan number
- 001
- Location
- Milford, DE
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,999,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,999,855
- Employer contributions
- $437,897
- Participant contributions
- $1,959,209
- Total income / additions
- $6,099,543
- Benefits paid
- $1,606,695
- Administrative expenses
- $101,049
- Total expenses
- $1,745,708
- Net increase / (decrease)
- $4,353,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $68,666 | $0 |
| Hightower Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $32,424 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |