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, Burt Process Equipment, Inc. Profit Sharing Plan is a benefit plan reported by Burt Process Equipment, Inc. under EIN 06-0865459 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $13,768,776 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,768,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,768,776
- Net assets (BOY)
- $10,570,529
Income & contributions
- Employer contributions
- $872,472
- Participant contributions
- $848,586
- Total contributions
- $1,765,465
- Total income / additions
- $3,948,964
Expenses & distributions
- Benefits paid
- $743,009
- Administrative expenses
- $7,708
- Total expenses
- $750,717
- Net increase / (decrease)
- $3,198,247