Burke Distributing Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Burke Distributing Co. LLC)
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, Burke Distributing Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Burke Distributing Co. LLC under EIN 04-2646090 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $31,140,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burke Distributing Co. LLC
- EIN
- 04-2646090
- Plan number
- 001
- Plan type
- 3
- Location
- Randolph, MA
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $31,140,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20240712084747NAL0037334370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,140,651
- Total liabilities (EOY)
- $4,432
- Net assets (EOY)
- $31,136,219
- Net assets (BOY)
- $26,327,615
Income & contributions
- Employer contributions
- $381,586
- Participant contributions
- $1,199,674
- Total contributions
- $1,623,023
- Total income / additions
- $6,228,419
Expenses & distributions
- Benefits paid
- $1,373,860
- Administrative expenses
- $42,673
- Total expenses
- $1,419,815
- Net increase / (decrease)
- $4,808,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $38,911 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $34,001 | not reported in the loaded dataset | 2023 |
| Sullivan And Folan LLC | OTHER | $15,100 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $6,859 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burke Distributing Co. LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Randolph, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Sullivan And Folan LLC — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation