2023 Form 5500 filing — Burkholder'S Heating And Air Conditioning, Inc. Employee Benefit Plan (501)
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 20250701101030NAL0018348096001) for Burkholder'S Heating And Air Conditioning, Inc. Employee Benefit Plan (501), reported by Burkholder'S Heating And Air Conditioning, Inc. under EIN 23-1676347 and plan number 501. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250701101030NAL0018348096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burkholder'S Heating And Air Conditioning, Inc.
- EIN
- 23-1676347
- Plan number
- 501
- Location
- Emmaus, PA
- Participants
- 66
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,607
- Total liabilities (EOY)
- $34,911
- Net assets (EOY)
- -$2,304
- Employer contributions
- $6,504
- Participant contributions
- $617,035
- Total income / additions
- $630,295
- Benefits paid
- $355,154
- Administrative expenses
- $6,163
- Total expenses
- $632,599
- Net increase / (decrease)
- -$2,304
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bsi Corporate Benefits, LLC | BROKER | $34,097 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $14,042 | not reported in the loaded dataset |
| Highmark Blue Shield (Central) | ADMIN | $6,163 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $3,811 | not reported in the loaded dataset |
| Innovu | BROKER | $2,008 | not reported in the loaded dataset |