2023 Form 5500 filing — Burgess Construction Consultants, Inc. 401(K) 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 20241004092826NAL0005580643001) for Burgess Construction Consultants, Inc. 401(K) Plan, reported by Burgess Construction Consultants, Inc. under EIN 75-2473224 and plan number 001. It reports 185 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)$4.2MReported net assets$4,238,330
Participants185
Provider compensation$27.3K3 Schedule C row(s)$27,332
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004092826NAL0005580643001
Plan sponsor
Burgess Construction Consultants, Inc.
EIN
75-2473224
Plan number
001
Location
Fairview, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$154.5K
Benefits paid / distributions$115.2K
Contributions
Employer$339.4K
Participant$648.7K
Full reported line items
Total assets (EOY)
$4,238,330
Total liabilities (EOY)
$0
Net assets (EOY)
$4,238,330
Employer contributions
$339,434
Participant contributions
$648,710
Total income / additions
$1,491,373
Benefits paid
$115,171
Administrative expenses
$27,331
Total expenses
$154,518
Net increase / (decrease)
$1,336,855
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $17K
  2. 2
    RECORDKEEPER · Direct $9.7K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $650

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004092826NAL0005580643001 cover?
It is the 2023 Form 5500 filing for Burgess Construction Consultants, Inc. 401(K) Plan, reported by Burgess Construction Consultants, Inc. (EIN 75-2473224).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages