2023 Form 5500 filing — The Burnett Companies Consolidated, 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 20240925084635NAL0005323411001) for The Burnett Companies Consolidated, Inc. 401(K) Plan, reported by Burnett Companies Consolidated, Inc. under EIN 76-0080808 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925084635NAL0005323411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burnett Companies Consolidated, Inc.
- EIN
- 76-0080808
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,873,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,873,424
- Employer contributions
- $122,687
- Participant contributions
- $327,219
- Total income / additions
- $1,792,397
- Benefits paid
- $740,649
- Administrative expenses
- $55,814
- Total expenses
- $824,080
- Net increase / (decrease)
- $968,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kerns Capital Management | INVESTMENT ADVISOR | $31,027 | not reported in the loaded dataset |
| American Pension Benefits | NONE | $18,828 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN TRUSTEE | $5,959 | $0 |