Search public Form 5500 filings

Plans

• planBurke & Herbert Bank & Trust Company Investment And Savings PlanFinancial statementProvider compensation2023 filing
  $60.7Mreported assets (EOY)
  Sponsor: Burke & Herbert BankEIN: 54-0155785Plan: 002Participants: 549Assets: $60,668,606Location: Alexandria, VALatest: 2023
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• planBurke & Herbert Bank & Trust Company Retirement PlanFinancial statementProvider compensation2023 filing
  $33.2Mreported assets (EOY)
  Sponsor: Burke & Herbert Bank & Trust CompanyEIN: 54-0155785Plan: 001Participants: 206Assets: $33,190,016Location: Alexandria, VALatest: 2023
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• planBurke & Herbert Bank Health And Welfare Plan2023 filing
  Sponsor: Burke & Herbert Bank And Trust CompanyEIN: 54-0155785Plan: 505Participants: 399Assets: not reported in the loaded datasetLocation: Alexandria, VALatest: 2023
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