Burns White Profit Sharing Plan — Form 5500 plan (Burns White 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, Burns White Profit Sharing Plan is a benefit plan reported by Burns White LLC under EIN 25-1538192 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $54,032,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burns White LLC
- EIN
- 25-1538192
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $54,032,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20240828143822NAL0012248273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,032,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,032,810
- Net assets (BOY)
- $44,210,308
Income & contributions
- Employer contributions
- $1,365,015
- Participant contributions
- $2,343,328
- Total contributions
- $4,660,364
- Total income / additions
- $12,491,013
Expenses & distributions
- Benefits paid
- $2,520,110
- Administrative expenses
- $148,401
- Total expenses
- $2,668,511
- Net increase / (decrease)
- $9,822,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | NONE | $76,513 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $71,882 | not reported in the loaded dataset | 2023 |