Dennis K. Burke, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Dennis K. Burke, 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, Dennis K. Burke, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Dennis K. Burke, Inc. under EIN 04-2275626 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $18,219,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dennis K. Burke, Inc.
- EIN
- 04-2275626
- Plan number
- 001
- Plan type
- 2
- Location
- Taunton, MA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $18,219,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240927094156NAL0002048817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,219,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,219,778
- Net assets (BOY)
- $17,407,517
Income & contributions
- Employer contributions
- $487,532
- Participant contributions
- $1,096,103
- Total contributions
- $1,837,374
- Total income / additions
- $4,436,297
Expenses & distributions
- Benefits paid
- $3,555,416
- Administrative expenses
- $68,620
- Total expenses
- $3,624,036
- Net increase / (decrease)
- $812,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,633 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $50,138 | 2023 |
| Corbco Inc | OTHER SERVICES | $0 | $7,784 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dennis K. Burke, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Taunton, MA
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Corbco Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation