2023 Form 5500 filing — Burnham Financial Services, LLC 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 20240718114407NAL0011663170001) for Burnham Financial Services, LLC Profit Sharing Plan, reported by Burnham Financial Services, LLC under EIN 14-1702050 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240718114407NAL0011663170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burnham Financial Services, LLC
- EIN
- 14-1702050
- Plan number
- 001
- Location
- Lake Placid, NY
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Total income / additions
- $490,474
- Benefits paid
- $3,481,365
- Total expenses
- $3,481,365
- Net increase / (decrease)
- -$2,990,891
- Schedule source
- Schedule I