2023 Form 5500 filing — Burkentine & Sons Builders, Inc. Employee Benefit Plan (501)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701122722NAL0002780515001) for Burkentine & Sons Builders, Inc. Employee Benefit Plan (501), reported by Burkentine & Sons Builders, Inc. under EIN 20-3970647 and plan number 501. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701122722NAL0002780515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burkentine & Sons Builders, Inc.
- EIN
- 20-3970647
- Plan number
- 501
- Location
- Hanover, PA
- Participants
- 70
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,509
- Total liabilities (EOY)
- $159,106
- Net assets (EOY)
- -$102,597
- Employer contributions
- $888,572
- Participant contributions
- $124,544
- Total income / additions
- $1,081,881
- Benefits paid
- $754,821
- Administrative expenses
- $4,213
- Total expenses
- $1,161,189
- Net increase / (decrease)
- -$79,308
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown (Pa) | BROKER | $52,136 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $26,590 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,810 | not reported in the loaded dataset |
| Innovu | BROKER | $4,256 | not reported in the loaded dataset |
| Highmark Blue Shield (Central) | ADMIN | $4,213 | not reported in the loaded dataset |