2023 Form 5500 filing — Burke, Inc. Employee Stock Ownership 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 20241014143802NAL0015120787001) for Burke, Inc. Employee Stock Ownership Plan, reported by Burke, Inc. under EIN 31-1271870 and plan number 004. It reports 457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$128.4MReported net assets$128,366,680
Participants457
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014143802NAL0015120787001
Plan sponsor
Burke, Inc.
EIN
31-1271870
Plan number
004
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)$128.4M total assets
Net assets$128.4MLiabilities$0
Money in vs. money out
Total income / additions$10.7M
Total expenses$6M
Benefits paid / distributions$6M
Contributions
Employer$5.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$128,366,680
Total liabilities (EOY)
$0
Net assets (EOY)
$128,366,680
Employer contributions
$5,054,355
Total income / additions
$10,732,287
Benefits paid
$6,030,251
Administrative expenses
$1,365
Total expenses
$6,031,616
Net increase / (decrease)
$4,700,671

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014143802NAL0015120787001 cover?
It is the 2023 Form 5500 filing for Burke, Inc. Employee Stock Ownership 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).

Related Form 5500 pages