Burd & Fletcher Company 401(K) Profit Sharing Plan — Form 5500 plan (Burd & Fletcher Company)
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, Burd & Fletcher Company 401(K) Profit Sharing Plan is a benefit plan reported by Burd & Fletcher Company under EIN 44-0186540 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $22,884,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burd & Fletcher Company
- EIN
- 44-0186540
- Plan number
- 001
- Plan type
- 2
- Location
- Independence, MO
- Latest filing year
- 2023
- Participants
- 468
- End-of-year plan assets
- $22,884,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 468 | H, C | 20241011135647NAL0021987105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,884,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,884,554
- Net assets (BOY)
- $19,894,435
Income & contributions
- Employer contributions
- $226,703
- Participant contributions
- $1,048,739
- Total contributions
- $1,278,946
- Total income / additions
- $4,628,481
Expenses & distributions
- Benefits paid
- $1,577,230
- Administrative expenses
- $40,237
- Total expenses
- $1,638,362
- Net increase / (decrease)
- $2,990,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $20,628 | $0 | 2023 |
| Geneos Wealth Management | INVESTMENT ADVISOR | $20,232 | not reported in the loaded dataset | 2023 |
| Demars Pension Consulting Inc | CONTRACT ADMINISTRATOR | $16,295 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | OTHER | $10,445 | not reported in the loaded dataset | 2023 |
| Cwm LLC | INVESTMENT ADVISOR | $10,288 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burd & Fletcher Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Independence, MO
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Geneos Wealth Management — Schedule C compensation
- Demars Pension Consulting Inc — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation
- Cwm LLC — Schedule C compensation