2023 Form 5500 filing — The Burpee Retirement Savings 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 20241010160848NAL0036387504001) for The Burpee Retirement Savings Plan, reported by W. Atlee Burpee And Company under EIN 23-0447250 and plan number 002. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160848NAL0036387504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W. Atlee Burpee And Company
- EIN
- 23-0447250
- Plan number
- 002
- Location
- Warminster, PA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,389,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,389,306
- Employer contributions
- $242,009
- Participant contributions
- $983,380
- Total income / additions
- $3,748,192
- Benefits paid
- $655,797
- Administrative expenses
- -$4,800
- Total expenses
- $630,257
- Net increase / (decrease)
- $3,117,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holdings Securities Inc | ADVISOR | $0 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,800 | $0 |