The Burke Group 401(K) Profit Sharing Plan — Form 5500 plan (The Burke Group, Ltd.)
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, The Burke Group 401(K) Profit Sharing Plan is a benefit plan reported by The Burke Group, Ltd. under EIN 36-3747083 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $117,425,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Burke Group, Ltd.
- EIN
- 36-3747083
- Plan number
- 001
- Plan type
- 3
- Location
- Rosemont, IL
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $117,425,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20241008164957NAL0017064465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,425,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,425,120
- Net assets (BOY)
- $98,937,886
Income & contributions
- Employer contributions
- $1,551,988
- Participant contributions
- $5,168,865
- Total contributions
- $7,087,030
- Total income / additions
- $25,828,525
Expenses & distributions
- Benefits paid
- $7,176,092
- Administrative expenses
- $144,316
- Total expenses
- $7,341,291
- Net increase / (decrease)
- $18,487,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services LLC | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30,045 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,726 | $0 | 2023 |
| Robert J Toth Jr Law Office Of Robe | ATTORNEY | $12,545 | not reported in the loaded dataset | 2023 |
| Datasmith LLC | OTHER | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Burke Group, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rosemont, IL
- Ameriprise Financial Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Robert J Toth Jr Law Office Of Robe — Schedule C compensation
- Datasmith LLC — Schedule C compensation