2023 Form 5500 filing — Burke, Inc. Profit Sharing And Pay Deferral 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 20241014105214NAL0027081553001) for Burke, Inc. Profit Sharing And Pay Deferral Savings Plan, reported by Burke, Inc. under EIN 31-1271870 and plan number 001. It reports 440 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)$105.4MReported net assets$105,443,822
Participants440
Provider compensation$4K2 Schedule C row(s)$3,967
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014105214NAL0027081553001
Plan sponsor
Burke, Inc.
EIN
31-1271870
Plan number
001
Location
Cincinnati, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$105.4M total assets
Net assets$105.4MLiabilities$0
Money in vs. money out
Total income / additions$24M
Total expenses$8.4M
Benefits paid / distributions$8.4M
Contributions
Employer$824.4K
Participant$3.3M
Full reported line items
Total assets (EOY)
$105,443,822
Total liabilities (EOY)
$0
Net assets (EOY)
$105,443,822
Employer contributions
$824,393
Participant contributions
$3,307,806
Total income / additions
$23,954,496
Benefits paid
$8,400,086
Administrative expenses
$3,542
Total expenses
$8,357,221
Net increase / (decrease)
$15,597,275
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $11.4K
  2. 2
    RECORDKEEPER · Direct -$7.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014105214NAL0027081553001 cover?
It is the 2023 Form 5500 filing for Burke, Inc. Profit Sharing And Pay Deferral Savings Plan, reported by Burke, Inc. (EIN 31-1271870).
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