The Burr Brothers Boats, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Burr Brothers Boats, Inc.)

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, The Burr Brothers Boats, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Burr Brothers Boats, Inc. under EIN 04-2226888 and plan number 001. The latest loaded filing year is 2023. The filing reports 54 participants and $6,402,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burr Brothers Boats, Inc.
EIN
04-2226888
Plan number
001
Plan type
2
Location
Marion, MA
Latest filing year
2023
Participants
54
End-of-year plan assets
$6,402,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202354I20250702115144NAL0013657681001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,402,046
Total liabilities (EOY)
$0
Net assets (EOY)
$6,402,046
Net assets (BOY)
$5,635,958

Income & contributions

Employer contributions
$225,000
Participant contributions
$117,144
Total income / additions
$1,713,459

Expenses & distributions

Benefits paid
$947,346
Administrative expenses
$25
Total expenses
$947,371
Net increase / (decrease)
$766,088

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages