Burger Physical Therapy Profit Sharing & 401(K) Plan — Form 5500 plan (Burger Rehabilitation 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, Burger Physical Therapy Profit Sharing & 401(K) Plan is a benefit plan reported by Burger Rehabilitation Systems, Inc. under EIN 84-1251420 and plan number 002. The latest loaded filing year is 2023. The filing reports 280 participants and $10,016,415 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10MPlan net assets, end of year$10,016,415
Participants280Covered participants reported
Assets / participant$35.8KComputed: assets ÷ participants$35,773 (computed)
Provider compensation$36.9K3 Schedule C provider row(s)$36,909
- Plan sponsor
- Burger Rehabilitation Systems, Inc.
- EIN
- 84-1251420
- Plan number
- 002
- Plan type
- 2
- Location
- Folsom, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241011125845NAL0021898225001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,016,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,016,415
- Net assets (BOY)
- $8,547,789
Income & contributions
- Employer contributions
- $10,602
- Participant contributions
- $530,085
- Total contributions
- $718,123
- Total income / additions
- $2,061,122
Expenses & distributions
- Benefits paid
- $555,587
- Administrative expenses
- $36,909
- Total expenses
- $592,496
- Net increase / (decrease)
- $1,468,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America Advisors Inc | INVESTMENT ADVISOR | $22,506 | not reported in the loaded dataset | 2023 |
| Cota Street Investment Management | INVESTMENT MGMT | $14,403 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burger Rehabilitation Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Folsom, CA
- Securities America Advisors Inc — Schedule C compensation
- Cota Street Investment Management — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation