Burgess Information Systems Inc. Employees Savings Trust — Form 5500 plan (Burgess Information Systems 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, Burgess Information Systems Inc. Employees Savings Trust is a benefit plan reported by Burgess Information Systems Inc. under EIN 58-1966314 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $22,553,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burgess Information Systems Inc.
- EIN
- 58-1966314
- Plan number
- 001
- Plan type
- 2
- Location
- Gainesville, GA
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $22,553,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20241014153705NAL0015225427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,553,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,553,881
- Net assets (BOY)
- $12,150,289
Income & contributions
- Employer contributions
- $645,074
- Participant contributions
- $1,539,521
- Total contributions
- $2,184,595
- Total income / additions
- $5,141,550
Expenses & distributions
- Benefits paid
- $2,875,773
- Administrative expenses
- $98,209
- Total expenses
- $2,973,982
- Net increase / (decrease)
- $2,167,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $45,999 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $40,332 | not reported in the loaded dataset | 2023 |