2023 Form 5500 filing — Real Estate Commission 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 20241011161700NAL0011164851001) for Real Estate Commission Retirement Savings Plan, reported by The Burke Group Of Rochester, Inc. under EIN 45-0677056 and plan number 002. It reports 145,928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161700NAL0011164851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Burke Group Of Rochester, Inc.
- EIN
- 45-0677056
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 145,928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,953,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,953,418
- Participant contributions
- $217,970
- Total income / additions
- $1,528,267
- Benefits paid
- $589,952
- Administrative expenses
- $149,771
- Total expenses
- $739,723
- Net increase / (decrease)
- $788,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group, LLC | NONE | $136,797 | not reported in the loaded dataset |
| Global Retirement Partners | NONE | $12,974 | not reported in the loaded dataset |
| D.A. Davison & Co. | NONE | $0 | not reported in the loaded dataset |
| Lindberg & Ripple | NONE | $0 | not reported in the loaded dataset |