2023 Form 5500 filing — Burrelles Information Services, LLC 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 20241004054259NAL0011766657001) for Burrelles Information Services, LLC 401(K) Plan, reported by Burrelles Information Services under EIN 20-0253253 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004054259NAL0011766657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burrelles Information Services
- EIN
- 20-0253253
- Plan number
- 001
- Location
- Short Hills, NJ
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,582,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,582,621
- Participant contributions
- $265,517
- Total income / additions
- $3,467,258
- Benefits paid
- $1,564,454
- Administrative expenses
- $57,249
- Total expenses
- $1,621,703
- Net increase / (decrease)
- $1,845,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M. Holdings Securities, Inc. | INVESTMENT/FINANCIAL ADVI | $31,434 | $0 |
| Marcum Llp | ACCOUNTANT | $25,750 | $0 |
| Adp, Inc. | RECORD KEEPER | $15,781 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |