2023 Form 5500 filing — Burkart Employee Stock Ownership 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 20241011134122NAL0012549683001) for Burkart Employee Stock Ownership 401(K) Plan, reported by Burkart-Phelan, Inc. under EIN 04-2831820 and plan number 002. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3MReported net assets$2,955,696
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241011134122NAL0012549683001
- Plan sponsor
- Burkart-Phelan, Inc.
- EIN
- 04-2831820
- Plan number
- 002
- Location
- Shirley, MA
- 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)$3M total assets
Net assets$3MLiabilities$448
Full reported line items
- Total assets (EOY)
- $2,956,144
- Total liabilities (EOY)
- $448
- Net assets (EOY)
- $2,955,696
- Employer contributions
- $7,802
- Participant contributions
- $53,944
- Total income / additions
- $1,027,535
- Benefits paid
- $12,407
- Administrative expenses
- $29,917
- Total expenses
- $42,341
- Net increase / (decrease)
- $985,194
Frequently asked questions
- What does EFAST2 acknowledgement 20241011134122NAL0012549683001 cover?
- It is the 2023 Form 5500 filing for Burkart Employee Stock Ownership 401(K) Plan, reported by Burkart-Phelan, Inc. (EIN 04-2831820).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).