Plan5500

Burke, VA Form 5500 retirement and benefit plan filings

City Form 5500 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, Burke, VA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,008,964 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Burke

  • 3 loaded plans hold $4M in reported assets across 3 sponsors.
  • The largest, Howard A. Birmiel Profit Sharing Plan, holds 81% of reported Burke plan assets.
  • Plans cover 24 participants — about 8 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4MSummed across loaded plans$4,008,964
Total reported assets$4M$4,008,964
Total reported participants24
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$4MLiabilities$0
Contributions & income
Employer contributions$18.3K
Participant contributions$3.9K
Total income / additions$360.5K
Expenses & distributions
Benefits paid / distributions$105.3K
Total expenses$121.9K
Net increase / (decrease)$238.6K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burke, VA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Burke market comparison

Largest plan share of assets81%Howard A. Birmiel Profit Sharing Plan
Participants per plan8Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Burke

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Howard A. Birmiel Profit Sharing Plan$3.2M
    Howard A. Birmiel · 2023
  2. 2
    L & A Care Solutions, Inc. 401(K) Plan$402.8K
    L & A Care Solutions, Inc. · 2023
  3. 3
    Jones Neguse Inc. Retirement Plan$362.7K
    Jones Neguse Inc. · 2023

Largest plans in Burke → · Burke plans by participants → · Burke plans with financial data → · Burke plans with provider compensation → · $1B+ plans in Burke →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Burke, VA?
3 plan(s) reported by 3 sponsor(s) are loaded for Burke, VA.

Related Form 5500 pages