2023 Form 5500 filing — Burke & Herbert Bank & Trust Company Retirement 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 20240829094827NAL0013373905001) for Burke & Herbert Bank & Trust Company Retirement Plan, reported by Burke & Herbert Bank & Trust Company under EIN 54-0155785 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829094827NAL0013373905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burke & Herbert Bank & Trust Company
- EIN
- 54-0155785
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,190,016
- Total liabilities (EOY)
- $9,411
- Net assets (EOY)
- $33,180,605
- Total income / additions
- $2,818,987
- Benefits paid
- $1,439,434
- Administrative expenses
- $166,459
- Total expenses
- $1,605,893
- Net increase / (decrease)
- $1,213,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisors Inc. | NONE | $81,096 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $46,422 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $10,393 | $0 |
| Vanguard Fiduciary Trust Company | NONE | $8,772 | not reported in the loaded dataset |