I.G. Burton And Company, Inc. — 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, I.G. Burton And Company, Inc. (EIN 51-0102421) is a plan sponsor located in Milford, DE with 2 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
51-0102421
Location
Milford, DE
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$25,091,921
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$25,091,921

Contributions & income

Employer contributions
$1,962,687
Participant contributions
$3,145,891
Total income / additions
$8,912,452

Expenses & distributions

Benefits paid / distributions
$4,378,804
Total expenses
$4,708,510
Net increase / (decrease)
$4,203,942

Coverage

Total reported participants
707
Plans with financial statements
2
Plans with provider compensation
2

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.

Largest loaded plans by reported assets

I.G. Burton And Company, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
I.G. Burton And Co., Inc. Salary Deferral 401(K) Ps Plan001461$24,999,8552023
I.G. Burton & Company, Inc. Group Health & Wellness Plan501246$92,0662023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for I.G. Burton And Company, Inc.
YearPlanParticipantsSchedulesFiling
2023I.G. Burton & Company, Inc. Group Health & Wellness Plan246H, C20240729173916NAL0041850994001
2023I.G. Burton And Co., Inc. Salary Deferral 401(K) Ps Plan461H, C20240801054626NAL0022627697001

Related Form 5500 pages