Real Estate Commission Retirement Savings Plan — Form 5500 plan (The Burke Group Of Rochester, 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, Real Estate Commission Retirement Savings Plan is a benefit plan reported by The Burke Group Of Rochester, Inc. under EIN 45-0677056 and plan number 002. The latest loaded filing year is 2023. The filing reports 145,928 participants and $6,953,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Burke Group Of Rochester, Inc.
- EIN
- 45-0677056
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 145,928
- End-of-year plan assets
- $6,953,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145,928 | H, C | 20241011161700NAL0011164851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,953,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,953,418
- Net assets (BOY)
- $6,164,874
Income & contributions
- Participant contributions
- $217,970
- Total contributions
- $217,970
- Total income / additions
- $1,528,267
Expenses & distributions
- Benefits paid
- $589,952
- Administrative expenses
- $149,771
- Total expenses
- $739,723
- Net increase / (decrease)
- $788,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group, LLC | NONE | $136,797 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | NONE | $12,974 | not reported in the loaded dataset | 2023 |
| D.A. Davison & Co. | NONE | $0 | not reported in the loaded dataset | 2023 |
| Lindberg & Ripple | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Burke Group Of Rochester, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Burke Group, LLC — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- D.A. Davison & Co. — Schedule C compensation
- Lindberg & Ripple — Schedule C compensation