Plan5500

Wm. T. Burnett & Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wm. T. Burnett & Company (EIN 26-2657994) is a plan sponsor located in Baltimore, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-2657994
Location
Baltimore, MD
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wm. T. Burnett & Company

  • 3 loaded plans hold $25.5M in reported assets.
  • The largest, Wm. T. Burnett 401(K) Retirement Plan, holds 91% of this company's reported plan assets.
  • Plans cover 1,298 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.5MSummed across loaded plans$25,450,084
Total reported assets$25.5M$25,493,443
Total reported participants1.3K1,298
Total reported liabilities$43.4K$43,359

Reported net position

Reported assets = net assets + liabilities (summed)$25.5M total assets
Net assets$25.5MLiabilities$43.4K
Contributions & income
Employer contributions$746.9K
Participant contributions$1.7M
Total income / additions$6.3M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4.1M
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets91%Wm. T. Burnett 401(K) Retirement Plan
Participants per plan433Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Wm. T. Burnett 401(K) Retirement Plan$23.1M
    Plan #002 · 480 participants · 2023
  2. 2
    Wm. T. Burnett Employee Savings Plan$2.4M
    Plan #003 · 277 participants · 2023
  3. 3
    Wm. T. Burnett & Co. Life, Medical And Welfare Plannot reported in the loaded dataset
    Plan #501 · 541 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wm. T. Burnett & Company. Open one for its full reported snapshot.

  1. 2023
    Wm. T. Burnett Employee Savings Plan277 participants · 2Sch HSch C
    View filing →
  2. 2023
    Wm. T. Burnett & Co. Life, Medical And Welfare Plan541 participants · 2No schedules
    View filing →
  3. 2023
    Wm. T. Burnett 401(K) Retirement Plan480 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wm. T. Burnett & Company report on Form 5500?
Wm. T. Burnett & Company (EIN 26-2657994) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wm. T. Burnett & Company?
The Employer Identification Number (EIN) reported for Wm. T. Burnett & Company is 26-2657994.
What is the latest Form 5500 filing year for Wm. T. Burnett & Company?
The latest loaded Form 5500 filing year for Wm. T. Burnett & Company is 2023.

Related Form 5500 pages