2023 Form 5500 filing — Bbcr & D 401(K) And Profit Sharing 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 20240815103958NAL0027670754001) for Bbcr & D 401(K) And Profit Sharing Plan, reported by Burns, Bryant, Cox, Rockefeller, & Durkin P.A. under EIN 02-0366528 and plan number 002. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240815103958NAL0027670754001
Filing year
2023
Form type
2
Plan sponsor
Burns, Bryant, Cox, Rockefeller, & Durkin P.A.
EIN
02-0366528
Plan number
002
Location
Dover, NH
Participants
12
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,581,939
Total liabilities (EOY)
$0
Net assets (EOY)
$6,581,939
Employer contributions
$59,045
Participant contributions
$111,859
Total income / additions
$998,864
Benefits paid
$10,000
Administrative expenses
$25
Total expenses
$10,025
Net increase / (decrease)
$988,839
Schedule source
Schedule I

Related Form 5500 pages