2023 Form 5500 filing — Burger Physical Therapy Profit Sharing & 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 20241011125845NAL0021898225001) for Burger Physical Therapy Profit Sharing & 401(K) Plan, reported by Burger Rehabilitation Systems, Inc. under EIN 84-1251420 and plan number 002. It reports 280 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)$10MReported net assets$10,016,415
Participants280
Provider compensation$36.9K3 Schedule C row(s)$36,909
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011125845NAL0021898225001
- Plan sponsor
- Burger Rehabilitation Systems, Inc.
- EIN
- 84-1251420
- Plan number
- 002
- Location
- Folsom, CA
- 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)$10M total assets
Net assets$10MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,016,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,016,415
- Employer contributions
- $10,602
- Participant contributions
- $530,085
- Total income / additions
- $2,061,122
- Benefits paid
- $555,587
- Administrative expenses
- $36,909
- Total expenses
- $592,496
- Net increase / (decrease)
- $1,468,626
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Advisors Inc | INVESTMENT ADVISOR | $22,506 | not reported in the loaded dataset |
| Cota Street Investment Management | INVESTMENT MGMT | $14,403 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |