Burris Company 401(K) Plan — Form 5500 plan (Burris Company, Incorporated)

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, Burris Company 401(K) Plan is a benefit plan reported by Burris Company, Incorporated under EIN 13-3239648 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $12,295,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burris Company, Incorporated
EIN
13-3239648
Plan number
001
Plan type
2
Location
Greeley, CO
Latest filing year
2023
Participants
154
End-of-year plan assets
$12,295,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240903162618NAL0009304147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,295,842
Total liabilities (EOY)
$121,713
Net assets (EOY)
$12,174,129
Net assets (BOY)
$10,459,561

Income & contributions

Employer contributions
$588,467
Participant contributions
$435,800
Total contributions
$1,024,267
Total income / additions
$2,878,602

Expenses & distributions

Benefits paid
$1,122,244
Administrative expenses
$41,790
Total expenses
$1,164,034
Net increase / (decrease)
$1,714,568

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$41,791$02023

Related Form 5500 pages