Burns Engineering, Inc. Employee Stock Ownership Plan — Form 5500 plan (Burns Engineering, 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, Burns Engineering, Inc. Employee Stock Ownership Plan is a benefit plan reported by Burns Engineering, Inc. under EIN 23-1602491 and plan number 003. The latest loaded filing year is 2023. The filing reports 337 participants and $16,556,056 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burns Engineering, Inc.
EIN
23-1602491
Plan number
003
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
337
End-of-year plan assets
$16,556,056

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H20250812163218NAL0008348577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,556,056
Total liabilities (EOY)
$195
Net assets (EOY)
$16,555,861
Net assets (BOY)
$14,887,572

Income & contributions

Employer contributions
$901,929
Total contributions
$901,929
Total income / additions
$2,319,632

Expenses & distributions

Benefits paid
$649,496
Administrative expenses
$1,847
Total expenses
$651,343
Net increase / (decrease)
$1,668,289

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages