2023 Form 5500 filing — Burd & Fletcher Company 401(K) Profit Sharing 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 20241011135647NAL0021987105001) for Burd & Fletcher Company 401(K) Profit Sharing Plan, reported by Burd & Fletcher Company under EIN 44-0186540 and plan number 001. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135647NAL0021987105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burd & Fletcher Company
- EIN
- 44-0186540
- Plan number
- 001
- Location
- Independence, MO
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,884,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,884,554
- Employer contributions
- $226,703
- Participant contributions
- $1,048,739
- Total income / additions
- $4,628,481
- Benefits paid
- $1,577,230
- Administrative expenses
- $40,237
- Total expenses
- $1,638,362
- Net increase / (decrease)
- $2,990,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $20,628 | $0 |
| Geneos Wealth Management | INVESTMENT ADVISOR | $20,232 | not reported in the loaded dataset |
| Demars Pension Consulting Inc | CONTRACT ADMINISTRATOR | $16,295 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | OTHER | $10,445 | not reported in the loaded dataset |
| Cwm LLC | INVESTMENT ADVISOR | $10,288 | not reported in the loaded dataset |