The Burpee Retirement Savings Plan — Form 5500 plan (W. Atlee Burpee And Company)
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 Burpee Retirement Savings Plan is a benefit plan reported by W. Atlee Burpee And Company under EIN 23-0447250 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $18,389,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W. Atlee Burpee And Company
- EIN
- 23-0447250
- Plan number
- 002
- Plan type
- 2
- Location
- Warminster, PA
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $18,389,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241010160848NAL0036387504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,389,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,389,306
- Net assets (BOY)
- $15,271,371
Income & contributions
- Employer contributions
- $242,009
- Participant contributions
- $983,380
- Total contributions
- $1,272,091
- Total income / additions
- $3,748,192
Expenses & distributions
- Benefits paid
- $655,797
- Administrative expenses
- -$4,800
- Total expenses
- $630,257
- Net increase / (decrease)
- $3,117,935
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Holdings Securities Inc | ADVISOR | $0 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,800 | $0 | 2023 |