2023 Form 5500 filing — Burns Consulting Associates 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 20241008121917NAL0029793824001) for Burns Consulting Associates Inc 401(K) Plan, reported by Burns Consulting Associates Inc under EIN 20-8122149 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.4MReported net assets$6,387,358
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008121917NAL0029793824001
Plan sponsor
Burns Consulting Associates Inc
EIN
20-8122149
Plan number
001
Location
Maumee, OH
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$24.8K
Benefits paid / distributions$24.4K
Contributions
Employer$78.1K
Participant$127.2K
Full reported line items
Total assets (EOY)
$6,387,358
Total liabilities (EOY)
$0
Net assets (EOY)
$6,387,358
Employer contributions
$78,131
Participant contributions
$127,213
Total income / additions
$1,223,057
Benefits paid
$24,428
Administrative expenses
$350
Total expenses
$24,778
Net increase / (decrease)
$1,198,279

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008121917NAL0029793824001 cover?
It is the 2023 Form 5500 filing for Burns Consulting Associates Inc 401(K) Plan, reported by Burns Consulting Associates Inc (EIN 20-8122149).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages