401(K) Profit Sharing Plan & Trust Of Burroughs & Chapin Company, Inc. — Form 5500 plan (Burroughs & Chapin 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, 401(K) Profit Sharing Plan & Trust Of Burroughs & Chapin Company, Inc. is a benefit plan reported by Burroughs & Chapin Company, Inc. under EIN 57-0131550 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $23,480,821 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burroughs & Chapin Company, Inc.
EIN
57-0131550
Plan number
002
Plan type
2
Location
Myrtle Beach, SC
Latest filing year
2023
Participants
232
End-of-year plan assets
$23,480,821

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20240918130605NAL0001714595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,480,821
Total liabilities (EOY)
$0
Net assets (EOY)
$23,480,821
Net assets (BOY)
$19,357,360

Income & contributions

Employer contributions
$308,614
Participant contributions
$618,615
Total contributions
$931,206
Total income / additions
$4,663,129

Expenses & distributions

Benefits paid
$521,590
Administrative expenses
$18,078
Total expenses
$539,668
Net increase / (decrease)
$4,123,461

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$11,425not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,653$02023

Related Form 5500 pages