2023 Form 5500 filing — Bci Burke Company, LLC 401(K) & 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 20240903092433NAL0018401729001) for Bci Burke Company, LLC 401(K) & Profit Sharing Plan, reported by Bci Burke Company, LLC under EIN 39-1900568 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903092433NAL0018401729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bci Burke Company, LLC
- EIN
- 39-1900568
- Plan number
- 001
- Location
- Fond Du Lac, WI
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,786,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,786,919
- Employer contributions
- $543,798
- Participant contributions
- $1,029,875
- Total income / additions
- $3,588,682
- Benefits paid
- $1,580,809
- Administrative expenses
- $25,947
- Total expenses
- $1,609,301
- Net increase / (decrease)
- $1,979,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Hybrid Solutions LLC | ADVISOR | $24,103 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,844 | $0 |