2023 Form 5500 filing — Buerkle Companies Employee Savings And Retirement 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 20241014164358NAL0046849776001) for Buerkle Companies Employee Savings And Retirement Plan, reported by Buerkle Company under EIN 41-0711175 and plan number 002. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164358NAL0046849776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buerkle Company
- EIN
- 41-0711175
- Plan number
- 002
- Location
- White Bear Lake, MN
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,757,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,757,481
- Employer contributions
- $726,287
- Participant contributions
- $1,359,387
- Total income / additions
- $5,059,862
- Benefits paid
- $546,380
- Administrative expenses
- $43,282
- Total expenses
- $596,575
- Net increase / (decrease)
- $4,463,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $43,282 | $0 |