Plan5500

Richard S. Burns & Company, Inc. Employee Benefit Plan — Form 5500 plan (Richard S. Burns & Company, 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, Richard S. Burns & Company, Inc. Employee Benefit Plan is a benefit plan reported by Richard S. Burns & Company, Inc. under EIN 23-2536562 and plan number 501. The latest loaded filing year is 2023. The filing reports 64 participants and $400,979 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Richard S. Burns & Company, Inc.
EIN
23-2536562
Plan number
501
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
64
End-of-year plan assets
$400,979

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202364I, C20240712160445NAL0027307312001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$400,979
Total liabilities (EOY)
$30,657
Net assets (EOY)
$370,322
Net assets (BOY)
$295,095

Income & contributions

Employer contributions
$458,855
Participant contributions
$133,952
Total income / additions
$599,509

Expenses & distributions

Benefits paid
$267,705
Administrative expenses
$28,272
Total expenses
$524,282
Net increase / (decrease)
$75,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (The Safegard Group, Inc.)BROKER$32,265not reported in the loaded dataset2023
Aetna Health PlansADMIN$28,272not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$14,606not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,844not reported in the loaded dataset2023

Related Form 5500 pages