The Burdick Companies 401(K) Plan — Form 5500 plan (Drivers Village, Inc.)
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, The Burdick Companies 401(K) Plan is a benefit plan reported by Drivers Village, Inc. under EIN 16-1614967 and plan number 002. The latest loaded filing year is 2023. The filing reports 448 participants and $28,400,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drivers Village, Inc.
- EIN
- 16-1614967
- Plan number
- 002
- Plan type
- 2
- Location
- Cicero, NY
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $28,400,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20241010122758NAL0034025936002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,400,011
- Net assets (EOY)
- $28,400,011
- Net assets (BOY)
- $23,111,774
Income & contributions
- Employer contributions
- $372,411
- Participant contributions
- $1,870,337
- Total contributions
- $2,353,542
- Total income / additions
- $7,002,826
Expenses & distributions
- Benefits paid
- $1,658,670
- Administrative expenses
- $55,919
- Total expenses
- $1,714,589
- Net increase / (decrease)
- $5,288,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,919 | $0 | 2023 |
| Northwestern Mutual Invst Services | OTHER SERVICES | $0 | $9,258 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Drivers Village, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Cicero, NY
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Invst Services — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation