2023 Form 5500 filing — Burkes Mechanical, Inc. 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 20241011143947NAL0022054401001) for Burkes Mechanical, Inc. 401(K) Plan, reported by Burkes Mechanical, Inc. under EIN 63-0934099 and plan number 001. It reports 651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143947NAL0022054401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burkes Mechanical, Inc.
- EIN
- 63-0934099
- Plan number
- 001
- Location
- Brent, AL
- Participants
- 651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,496,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,496,124
- Employer contributions
- $270,854
- Participant contributions
- $1,859,972
- Total income / additions
- $5,856,471
- Benefits paid
- $2,308,445
- Administrative expenses
- $73,383
- Total expenses
- $2,381,828
- Net increase / (decrease)
- $3,474,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truewealth Advisors LLC | INVESTMENT ADVISOR | $38,195 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $15,669 | $0 |
| Erisa Services Inc | TPA | $12,750 | not reported in the loaded dataset |
| Envestnet Retirement Solutions | INVESTMENT ADVISORY | $4,336 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,338 | not reported in the loaded dataset |