2023 Form 5500 filing — Bourns, Inc. Profit Sharing & Retirement Savings 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 20241008153423NAL0017894081001) for Bourns, Inc. Profit Sharing & Retirement Savings Plan, reported by Bourns, Inc. under EIN 95-1747120 and plan number 003. It reports 700 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)$138.3MReported net assets$138,317,297
Participants700
Provider compensation$63.6K2 Schedule C row(s)$63,561
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008153423NAL0017894081001
Plan sponsor
Bourns, Inc.
EIN
95-1747120
Plan number
003
Location
Riverside, CA
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)$138.3M total assets
Net assets$138.3MLiabilities$0
Money in vs. money out
Total income / additions$25.4M
Total expenses$12.4M
Benefits paid / distributions$12.3M
Contributions
Employer$2.6M
Participant$3.3M
Full reported line items
Total assets (EOY)
$138,317,297
Total liabilities (EOY)
$0
Net assets (EOY)
$138,317,297
Employer contributions
$2,644,804
Participant contributions
$3,281,628
Total income / additions
$25,395,487
Benefits paid
$12,343,989
Administrative expenses
$62,356
Total expenses
$12,406,345
Net increase / (decrease)
$12,989,142
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $44.3K
  2. 2
    NONE · Direct $19.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008153423NAL0017894081001 cover?
It is the 2023 Form 5500 filing for Bourns, Inc. Profit Sharing & Retirement Savings Plan, reported by Bourns, Inc. (EIN 95-1747120).
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