Retirement Plan Of Constance Prosser Burrell Descendents Trust — Form 5500 plan (Constance Prosser Burrell)
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, Retirement Plan Of Constance Prosser Burrell Descendents Trust is a benefit plan reported by Constance Prosser Burrell under EIN 25-6223871 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $620,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Constance Prosser Burrell
- EIN
- 25-6223871
- Plan number
- 001
- Plan type
- 2
- Location
- Ligonier, PA
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $620,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20240701081201NAL0003633873010 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $620,332
- Net assets (EOY)
- $620,332
- Net assets (BOY)
- $596,492
Income & contributions
- Employer contributions
- $39,565
- Total income / additions
- $126,218
Expenses & distributions
- Benefits paid
- $102,378
- Total expenses
- $102,378
- Net increase / (decrease)
- $23,840
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.