2023 Form 5500 filing — Burkert Usa Corp Plan And Retirement Trust
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 20241010123519NAL0020974097001) for Burkert Usa Corp Plan And Retirement Trust, reported by Burkert Usa Corp under EIN 33-0070281 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123519NAL0020974097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burkert Usa Corp
- EIN
- 33-0070281
- Plan number
- 001
- Location
- Huntersville, NC
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,288,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,288,061
- Employer contributions
- $994,599
- Participant contributions
- $1,589,360
- Total income / additions
- $5,637,904
- Benefits paid
- $1,118,755
- Administrative expenses
- $89,610
- Total expenses
- $1,209,379
- Net increase / (decrease)
- $4,428,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $59,288 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,293 | not reported in the loaded dataset |