2023 Form 5500 filing — Burke Distributing Corporation 401(K) Profit Sharing Plan
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 20240712084747NAL0037334370001) for Burke Distributing Corporation 401(K) Profit Sharing Plan, reported by Burke Distributing Co. LLC under EIN 04-2646090 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712084747NAL0037334370001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Burke Distributing Co. LLC
- EIN
- 04-2646090
- Plan number
- 001
- Location
- Randolph, MA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,140,651
- Total liabilities (EOY)
- $4,432
- Net assets (EOY)
- $31,136,219
- Employer contributions
- $381,586
- Participant contributions
- $1,199,674
- Total income / additions
- $6,228,419
- Benefits paid
- $1,373,860
- Administrative expenses
- $42,673
- Total expenses
- $1,419,815
- Net increase / (decrease)
- $4,808,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $38,911 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $34,001 | not reported in the loaded dataset |
| Sullivan And Folan LLC | OTHER | $15,100 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $6,859 | not reported in the loaded dataset |