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, Burkland Associates, LLC 401(K) Plan is a benefit plan reported by Burkland Associates, LLC under EIN 27-3835270 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $5,256,094 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,256,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,256,094
- Net assets (BOY)
- $3,356,133
Income & contributions
- Employer contributions
- $1,048,982
- Participant contributions
- $1,027,128
- Total contributions
- $2,076,110
- Total income / additions
- $2,693,696
Expenses & distributions
- Benefits paid
- $785,063
- Administrative expenses
- $8,672
- Total expenses
- $793,735
- Net increase / (decrease)
- $1,899,961