How many benefit plans does Burkes Mechanical, Inc. report on Form 5500?

Burkes Mechanical, Inc. (EIN 63-0934099) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Burkes Mechanical, Inc.?

The Employer Identification Number (EIN) reported for Burkes Mechanical, Inc. is 63-0934099.

What is the latest Form 5500 filing year for Burkes Mechanical, Inc.?

The latest loaded Form 5500 filing year for Burkes Mechanical, Inc. is 2023.

Burkes Mechanical, 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, Burkes Mechanical, Inc. (EIN 63-0934099) is a plan sponsor located in Brent, AL 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: 63-0934099
Location: Brent, AL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $23,496,124
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $23,496,124

Contributions & income

Employer contributions: $270,854
Participant contributions: $1,859,972
Total income / additions: $5,856,471

Expenses & distributions

Benefits paid / distributions: $2,308,445
Total expenses: $2,381,828
Net increase / (decrease): $3,474,643

Coverage

Total reported participants: 1,600
Plans with financial statements: 1
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

Burkes Mechanical, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Burkes Mechanical, Inc. 401(K) Plan	001	651	$23,496,124	2023
Burkes Mechanical Health Insurance Plan	501	949	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Burkes Mechanical, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Burkes Mechanical Health Insurance Plan	949	C	20240730153242NAL0020356689004
2023	Burkes Mechanical, Inc. 401(K) Plan	651	H, C	20241011143947NAL0022054401001