Burton 401(K) Incentive Savings Plan — Form 5500 plan (Burton Corporation)
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, Burton 401(K) Incentive Savings Plan is a benefit plan reported by Burton Corporation under EIN 03-0269736 and plan number 001. The latest loaded filing year is 2023. The filing reports 749 participants and $76,770,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burton Corporation
- EIN
- 03-0269736
- Plan number
- 001
- Plan type
- 3
- Location
- Burlington, VT
- Latest filing year
- 2023
- Participants
- 749
- End-of-year plan assets
- $76,770,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 749 | H, C | 20240726081344NAL0023978384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,770,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,770,768
- Net assets (BOY)
- $63,219,554
Income & contributions
- Employer contributions
- $983,811
- Participant contributions
- $3,723,890
- Total contributions
- $4,794,570
- Total income / additions
- $17,468,076
Expenses & distributions
- Benefits paid
- $3,714,447
- Administrative expenses
- $202,415
- Total expenses
- $3,916,862
- Net increase / (decrease)
- $13,551,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanely Global | INVESTMENT ADVISORY | $114,715 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,700 | $0 | 2023 |