2023 Form 5500 filing — Burdick Painting 401(K) 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 20241028112038NAL0002048851001) for Burdick Painting 401(K) Retirement Plan, reported by Burdick Painting under EIN 94-2452267 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.9MReported net assets$2,857,177
Participants209
Provider compensation$31.6K3 Schedule C row(s)$31,642
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241028112038NAL0002048851001
- Plan sponsor
- Burdick Painting
- EIN
- 94-2452267
- Plan number
- 001
- Location
- Santa Clara, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,857,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,857,177
- Participant contributions
- $304,605
- Total income / additions
- $656,579
- Benefits paid
- $108,752
- Administrative expenses
- $22,614
- Total expenses
- $134,431
- Net increase / (decrease)
- $522,148
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,613 | $0 |
| Independent Financial Group, Inc. | OTHER SERVICES | $0 | $9,029 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |