Burdick Painting 401(K) Retirement Plan — Form 5500 plan (Burdick Painting)
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, Burdick Painting 401(K) Retirement Plan is a benefit plan reported by Burdick Painting under EIN 94-2452267 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $2,857,177 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burdick Painting
- EIN
- 94-2452267
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $2,857,177
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241028112038NAL0002048851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,857,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,857,177
- Net assets (BOY)
- $2,335,029
Income & contributions
- Participant contributions
- $304,605
- Total contributions
- $304,605
- Total income / additions
- $656,579
Expenses & distributions
- Benefits paid
- $108,752
- Administrative expenses
- $22,614
- Total expenses
- $134,431
- Net increase / (decrease)
- $522,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,613 | $0 | 2023 |
| Independent Financial Group, Inc. | OTHER SERVICES | $0 | $9,029 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |