2023 Form 5500 filing — Burns & Levinson Llp Retirement Plan For Partners & Legal Administrative Assistants
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 20240927145032NAL0001357235001) for Burns & Levinson Llp Retirement Plan For Partners & Legal Administrative Assistants, reported by Burns & Levinson Llp under EIN 04-2265163 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927145032NAL0001357235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burns & Levinson Llp
- EIN
- 04-2265163
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,518,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,518,206
- Employer contributions
- $1,443,564
- Participant contributions
- $2,020,998
- Total income / additions
- $17,620,739
- Benefits paid
- $3,441,813
- Administrative expenses
- $0
- Total expenses
- $3,441,813
- Net increase / (decrease)
- $14,178,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors | CONSULTANT | $28,000 | not reported in the loaded dataset |
| Shorepoint Capital Partners LLC | CONSULTANT | $14,562 | not reported in the loaded dataset |
| Marcum Llp | CONSULTANT | $13,905 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,663 | not reported in the loaded dataset |
| Dimeo Schneider & Associates LLC | CONSULTANT | $7,000 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONSULTANT | $5,298 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |