2023 Form 5500 filing — Burgess & Niple Employee Benefit 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 20241014143850NAL0026433393001) for Burgess & Niple Employee Benefit Plan, reported by Burgess & Niple Inc. under EIN 31-0885550 and plan number 501. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143850NAL0026433393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burgess & Niple Inc.
- EIN
- 31-0885550
- Plan number
- 501
- Location
- Columbus, OH
- Participants
- 335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,687,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,687,641
- Employer contributions
- $4,629,247
- Participant contributions
- $1,158,721
- Total income / additions
- $5,962,638
- Benefits paid
- $6,269,943
- Administrative expenses
- $158,472
- Total expenses
- $6,428,415
- Net increase / (decrease)
- -$465,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $138,328 | $0 |
| Gbq Partners | NONE | $13,550 | $0 |