2023 Form 5500 filing — Burlingame Industries 401(K) And Profit Sharing 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 20241004142818NAL0012321185001) for Burlingame Industries 401(K) And Profit Sharing Retirement Plan, reported by Burlingame Industries, Incorporated under EIN 94-1701932 and plan number 002. It reports 876 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004142818NAL0012321185001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Burlingame Industries, Incorporated
- EIN
- 94-1701932
- Plan number
- 002
- Location
- Rialto, CA
- Participants
- 876
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,159,852
- Total liabilities (EOY)
- $262,610
- Net assets (EOY)
- $76,897,242
- Employer contributions
- $3,926,408
- Participant contributions
- $5,494,022
- Total income / additions
- $19,148,212
- Benefits paid
- $4,449,716
- Administrative expenses
- $241,388
- Total expenses
- $4,697,183
- Net increase / (decrease)
- $14,451,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $108,474 | not reported in the loaded dataset |
| Sageview Advisory Group | NONE | $30,875 | not reported in the loaded dataset |
| Swenson Corporation | NONE | $12,000 | not reported in the loaded dataset |