Burkert Usa Corp Plan And Retirement Trust — Form 5500 plan (Burkert Usa Corp)
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, Burkert Usa Corp Plan And Retirement Trust is a benefit plan reported by Burkert Usa Corp under EIN 33-0070281 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $21,288,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burkert Usa Corp
- EIN
- 33-0070281
- Plan number
- 001
- Plan type
- 2
- Location
- Huntersville, NC
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $21,288,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241010123519NAL0020974097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,288,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,288,061
- Net assets (BOY)
- $16,859,536
Income & contributions
- Employer contributions
- $994,599
- Participant contributions
- $1,589,360
- Total contributions
- $3,004,717
- Total income / additions
- $5,637,904
Expenses & distributions
- Benefits paid
- $1,118,755
- Administrative expenses
- $89,610
- Total expenses
- $1,209,379
- Net increase / (decrease)
- $4,428,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $59,288 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,293 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burkert Usa Corp
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Huntersville, NC
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation