2023 Form 5500 filing — Burns & Levinson Llp Retirement Plan For Associates & Other Employees
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 20240927145317NAL0001134531001) for Burns & Levinson Llp Retirement Plan For Associates & Other Employees, reported by Burns & Levinson Llp under EIN 04-2265163 and plan number 003. It reports 164 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)$23.9MReported net assets$23,919,190
Participants164
Provider compensation$28.7K5 Schedule C row(s)$28,739
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927145317NAL0001134531001
- Plan sponsor
- Burns & Levinson Llp
- EIN
- 04-2265163
- Plan number
- 003
- Location
- Boston, MA
- 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)$23.9M total assets
Net assets$23.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,919,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,919,190
- Employer contributions
- $605,583
- Participant contributions
- $1,645,362
- Total income / additions
- $6,712,520
- Benefits paid
- $952,000
- Administrative expenses
- $22,957
- Total expenses
- $974,957
- Net increase / (decrease)
- $5,737,563
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marcum Llp | ADVISOR | $13,905 | not reported in the loaded dataset |
| Fiducient Advisors | ADVISOR | $7,000 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONSULTANT | $4,261 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $3,573 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |