Ss White Burs, Inc. Salary Savings Plan — Form 5500 plan (Ss White Burs, 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, Ss White Burs, Inc. Salary Savings Plan is a benefit plan reported by Ss White Burs, Inc. under EIN 36-3447078 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $17,107,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ss White Burs, Inc.
EIN
36-3447078
Plan number
001
Plan type
2
Location
Lakewood, NJ
Latest filing year
2023
Participants
183
End-of-year plan assets
$17,107,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20240925074759NAL0014348113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,107,363
Total liabilities (EOY)
$0
Net assets (EOY)
$17,107,363
Net assets (BOY)
$15,710,850

Income & contributions

Employer contributions
$329,046
Participant contributions
$612,792
Total contributions
$941,838
Total income / additions
$2,996,855

Expenses & distributions

Benefits paid
$1,568,722
Administrative expenses
$27,806
Total expenses
$1,600,342
Net increase / (decrease)
$1,396,513

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$25,339$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,467not reported in the loaded dataset2023
Tbs Agency IncBROKER/ADVISER$0$6402023

Related Form 5500 pages