Bbcr & D 401(K) And Profit Sharing Plan — Form 5500 plan (Burns, Bryant, Cox, Rockefeller, & Durkin P.A.)

Plain-English plan 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, Bbcr & D 401(K) And Profit Sharing Plan is a benefit plan reported by Burns, Bryant, Cox, Rockefeller, & Durkin P.A. under EIN 02-0366528 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $6,581,939 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burns, Bryant, Cox, Rockefeller, & Durkin P.A.
EIN
02-0366528
Plan number
002
Plan type
2
Location
Dover, NH
Latest filing year
2023
Participants
12
End-of-year plan assets
$6,581,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312I20240815103958NAL0027670754001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,581,939
Total liabilities (EOY)
$0
Net assets (EOY)
$6,581,939
Net assets (BOY)
$5,593,100

Income & contributions

Employer contributions
$59,045
Participant contributions
$111,859
Total income / additions
$998,864

Expenses & distributions

Benefits paid
$10,000
Administrative expenses
$25
Total expenses
$10,025
Net increase / (decrease)
$988,839

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages