2023 Form 5500 filing — The Burke Group 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 20241008164957NAL0017064465001) for The Burke Group 401(K) Profit Sharing Plan, reported by The Burke Group, Ltd. under EIN 36-3747083 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008164957NAL0017064465001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Burke Group, Ltd.
- EIN
- 36-3747083
- Plan number
- 001
- Location
- Rosemont, IL
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,425,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,425,120
- Employer contributions
- $1,551,988
- Participant contributions
- $5,168,865
- Total income / additions
- $25,828,525
- Benefits paid
- $7,176,092
- Administrative expenses
- $144,316
- Total expenses
- $7,341,291
- Net increase / (decrease)
- $18,487,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services LLC | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30,045 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,726 | $0 |
| Robert J Toth Jr Law Office Of Robe | ATTORNEY | $12,545 | not reported in the loaded dataset |
| Datasmith LLC | OTHER | $8,000 | not reported in the loaded dataset |