Burns & Levinson Llp Retirement Plan For Associates & Other Employees — Form 5500 plan (Burns & Levinson Llp)
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, Burns & Levinson Llp Retirement Plan For Associates & Other Employees is a benefit plan reported by Burns & Levinson Llp under EIN 04-2265163 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $23,919,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burns & Levinson Llp
- EIN
- 04-2265163
- Plan number
- 003
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $23,919,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240927145317NAL0001134531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,919,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,919,190
- Net assets (BOY)
- $18,838,749
Income & contributions
- Employer contributions
- $605,583
- Participant contributions
- $1,645,362
- Total contributions
- $2,426,009
- Total income / additions
- $6,712,520
Expenses & distributions
- Benefits paid
- $952,000
- Administrative expenses
- $22,957
- Total expenses
- $974,957
- Net increase / (decrease)
- $5,737,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marcum Llp | ADVISOR | $13,905 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | ADVISOR | $7,000 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONSULTANT | $4,261 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $3,573 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burns & Levinson Llp
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Marcum Llp — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation