Plan5500

Burkhart Dental Supply — 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, Burkhart Dental Supply (EIN 91-0160050) is a plan sponsor located in Tacoma, WA 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
91-0160050
Location
Tacoma, WA
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 Burkhart Dental Supply

  • 3 loaded plans hold $51.7M in reported assets.
  • The largest, The Burkhart Dental Supply Co. Profit Sharing And 401(K) Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1,048 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.7MSummed across loaded plans$51,742,467
Total reported assets$51.7M$51,742,467
Total reported participants1K1,048
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$51.7M total assets
Net assets$51.7MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$3.1M
Total income / additions$10.7M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.5M
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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 assets100%The Burkhart Dental Supply Co. Profit Sharing And 401(K) Plan And Trust
Participants per plan349Average 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
    The Burkhart Dental Supply Co. Profit Sharing And 401(K) Plan And Trust$51.7M
    Plan #001 · 484 participants · 2023
  2. 2
    Burkhart Dental Supply Group Medical Plannot reported in the loaded dataset
    Plan #501 · 287 participants · 2023
  3. 3
    Burkhart Dental Supply Group Voluntary Accidental Death And Dismemberment Plannot reported in the loaded dataset
    Plan #503 · 277 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 Burkhart Dental Supply. Open one for its full reported snapshot.

  1. 2023
    Burkhart Dental Supply Group Medical Plan287 participants · 2No schedules
    View filing →
  2. 2023
    Burkhart Dental Supply Group Voluntary Accidental Death And Dismemberment Plan277 participants · 2No schedules
    View filing →
  3. 2023
    The Burkhart Dental Supply Co. Profit Sharing And 401(K) Plan And Trust484 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Burkhart Dental Supply report on Form 5500?
Burkhart Dental Supply (EIN 91-0160050) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Burkhart Dental Supply?
The Employer Identification Number (EIN) reported for Burkhart Dental Supply is 91-0160050.
What is the latest Form 5500 filing year for Burkhart Dental Supply?
The latest loaded Form 5500 filing year for Burkhart Dental Supply is 2023.

Related Form 5500 pages