Bci Burke Company, LLC 401(K) & Profit Sharing Plan — Form 5500 plan (Bci Burke Company, LLC)

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, Bci Burke Company, LLC 401(K) & Profit Sharing Plan is a benefit plan reported by Bci Burke Company, LLC under EIN 39-1900568 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $9,786,919 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bci Burke Company, LLC
EIN
39-1900568
Plan number
001
Plan type
2
Location
Fond Du Lac, WI
Latest filing year
2023
Participants
233
End-of-year plan assets
$9,786,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20240903092433NAL0018401729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,786,919
Total liabilities (EOY)
$0
Net assets (EOY)
$9,786,919
Net assets (BOY)
$7,807,538

Income & contributions

Employer contributions
$543,798
Participant contributions
$1,029,875
Total contributions
$2,074,991
Total income / additions
$3,588,682

Expenses & distributions

Benefits paid
$1,580,809
Administrative expenses
$25,947
Total expenses
$1,609,301
Net increase / (decrease)
$1,979,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Triad Hybrid Solutions LLCADVISOR$24,103not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,844$02023

Related Form 5500 pages