2023 Form 5500 filing — Burlington Stores Puerto Rico 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 20241014133123NAL0044650240001) for Burlington Stores Puerto Rico Savings Plan, reported by Burlington Coat Factory Warehouse Corporation under EIN 22-1970303 and plan number 003. It reports 1,614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133123NAL0044650240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burlington Coat Factory Warehouse Corporation
- EIN
- 22-1970303
- Plan number
- 003
- Location
- Burlington, NJ
- Participants
- 1,614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,574,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,574,615
- Employer contributions
- $97,165
- Participant contributions
- $169,673
- Total income / additions
- $472,731
- Benefits paid
- $23,430
- Administrative expenses
- $4,532
- Total expenses
- $36,935
- Net increase / (decrease)
- $435,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $1,601 | not reported in the loaded dataset |