2023 Form 5500 filing — The Burdick Companies 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 20241010122758NAL0034025936002) for The Burdick Companies 401(K) Plan, reported by Drivers Village, Inc. under EIN 16-1614967 and plan number 002. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122758NAL0034025936002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drivers Village, Inc.
- EIN
- 16-1614967
- Plan number
- 002
- Location
- Cicero, NY
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,400,011
- Net assets (EOY)
- $28,400,011
- Employer contributions
- $372,411
- Participant contributions
- $1,870,337
- Total income / additions
- $7,002,826
- Benefits paid
- $1,658,670
- Administrative expenses
- $55,919
- Total expenses
- $1,714,589
- Net increase / (decrease)
- $5,288,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,919 | $0 |
| Northwestern Mutual Invst Services | OTHER SERVICES | $0 | $9,258 |
| Wilshire Associates Incorporated | INVESTMENT ADVISOR | $0 | $0 |