John Burns Research And Consulting LLC 401k Plan — Form 5500 plan (John Burns Research And Consulting LLC)
Plain-English plan 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, John Burns Research And Consulting LLC 401k Plan is a benefit plan reported by John Burns Research And Consulting LLC under EIN 01-0556156 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $13,614,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Burns Research And Consulting LLC
- EIN
- 01-0556156
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $13,614,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20240916090141NAL0000600163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,614,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,614,683
- Net assets (BOY)
- $10,129,051
Income & contributions
- Employer contributions
- $423,166
- Participant contributions
- $1,236,240
- Total contributions
- $1,678,097
- Total income / additions
- $3,653,643
Expenses & distributions
- Benefits paid
- $162,596
- Administrative expenses
- $5,415
- Total expenses
- $168,011
- Net increase / (decrease)
- $3,485,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,099 | $46,351 | 2023 |
| Pensionmark Fin Group LLC | NONE | $0 | $28,044 | 2023 |