The Burnett Companies Consolidated, Inc. 401(K) Plan — Form 5500 plan (Burnett Companies Consolidated, 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, The Burnett Companies Consolidated, Inc. 401(K) Plan is a benefit plan reported by Burnett Companies Consolidated, Inc. under EIN 76-0080808 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $8,873,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burnett Companies Consolidated, Inc.
- EIN
- 76-0080808
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $8,873,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20240925084635NAL0005323411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,873,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,873,424
- Net assets (BOY)
- $7,905,107
Income & contributions
- Employer contributions
- $122,687
- Participant contributions
- $327,219
- Total contributions
- $480,668
- Total income / additions
- $1,792,397
Expenses & distributions
- Benefits paid
- $740,649
- Administrative expenses
- $55,814
- Total expenses
- $824,080
- Net increase / (decrease)
- $968,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kerns Capital Management | INVESTMENT ADVISOR | $31,027 | not reported in the loaded dataset | 2023 |
| American Pension Benefits | NONE | $18,828 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN TRUSTEE | $5,959 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burnett Companies Consolidated, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Kerns Capital Management — Schedule C compensation
- American Pension Benefits — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation