Burnham Financial Services, LLC Profit Sharing Plan — Form 5500 plan (Burnham Financial Services, 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, Burnham Financial Services, LLC Profit Sharing Plan is a benefit plan reported by Burnham Financial Services, LLC under EIN 14-1702050 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burnham Financial Services, LLC
- EIN
- 14-1702050
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Placid, NY
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240718114407NAL0011663170001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $2,990,891
Income & contributions
- Employer contributions
- $0
- Total income / additions
- $490,474
Expenses & distributions
- Benefits paid
- $3,481,365
- Total expenses
- $3,481,365
- Net increase / (decrease)
- -$2,990,891
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.