2023 Form 5500 filing — Burgess Information Systems Inc. Employees Savings Trust
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 20241014153705NAL0015225427001) for Burgess Information Systems Inc. Employees Savings Trust, reported by Burgess Information Systems Inc. under EIN 58-1966314 and plan number 001. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153705NAL0015225427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burgess Information Systems Inc.
- EIN
- 58-1966314
- Plan number
- 001
- Location
- Gainesville, GA
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,553,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,553,881
- Employer contributions
- $645,074
- Participant contributions
- $1,539,521
- Total income / additions
- $5,141,550
- Benefits paid
- $2,875,773
- Administrative expenses
- $98,209
- Total expenses
- $2,973,982
- Net increase / (decrease)
- $2,167,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $45,999 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $40,332 | not reported in the loaded dataset |