Plan5500

I.G. Burton And Co., Inc. Salary Deferral 401(K) Ps Plan — Form 5500 plan (I.G. Burton And Company, 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, I.G. Burton And Co., Inc. Salary Deferral 401(K) Ps Plan is a benefit plan reported by I.G. Burton And Company, Inc. under EIN 51-0102421 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $24,999,855 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
I.G. Burton And Company, Inc.
EIN
51-0102421
Plan number
001
Plan type
2
Location
Milford, DE
Latest filing year
2023
Participants
461
End-of-year plan assets
$24,999,855

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023461H, C20240801054626NAL0022627697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,999,855
Total liabilities (EOY)
$0
Net assets (EOY)
$24,999,855
Net assets (BOY)
$20,646,020

Income & contributions

Employer contributions
$437,897
Participant contributions
$1,959,209
Total contributions
$2,585,274
Total income / additions
$6,099,543

Expenses & distributions

Benefits paid
$1,606,695
Administrative expenses
$101,049
Total expenses
$1,745,708
Net increase / (decrease)
$4,353,835

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$68,666$02023
Hightower Advisors, LLCINVESTMENT/FINANCIAL ADVI$32,424$02023
Mesirow Financial Investment ManageINVESTMENT/FINANCIAL ADVI$0$02023

Related Form 5500 pages