2023 Form 5500 filing — John Burns Research And Consulting LLC 401k 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 20240916090141NAL0000600163001) for John Burns Research And Consulting LLC 401k Plan, reported by John Burns Research And Consulting LLC under EIN 01-0556156 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916090141NAL0000600163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Burns Research And Consulting LLC
- EIN
- 01-0556156
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,614,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,614,683
- Employer contributions
- $423,166
- Participant contributions
- $1,236,240
- Total income / additions
- $3,653,643
- Benefits paid
- $162,596
- Administrative expenses
- $5,415
- Total expenses
- $168,011
- Net increase / (decrease)
- $3,485,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,099 | $46,351 |
| Pensionmark Fin Group LLC | NONE | $0 | $28,044 |