2023 Form 5500 filing — Burns White 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 20240828143822NAL0012248273001) for Burns White Profit Sharing Plan, reported by Burns White LLC under EIN 25-1538192 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$54MReported net assets$54,032,810
Participants352
Provider compensation$148.4K2 Schedule C row(s)$148,395
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240828143822NAL0012248273001
- Plan sponsor
- Burns White LLC
- EIN
- 25-1538192
- Plan number
- 001
- Location
- Pittsburgh, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$54M total assets
Net assets$54MLiabilities$0
Full reported line items
- Total assets (EOY)
- $54,032,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,032,810
- Employer contributions
- $1,365,015
- Participant contributions
- $2,343,328
- Total income / additions
- $12,491,013
- Benefits paid
- $2,520,110
- Administrative expenses
- $148,401
- Total expenses
- $2,668,511
- Net increase / (decrease)
- $9,822,502
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Trust Company | NONE | $76,513 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $71,882 | not reported in the loaded dataset |