Burrelles Information Services, LLC 401(K) Plan — Form 5500 plan (Burrelles Information Services)
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, Burrelles Information Services, LLC 401(K) Plan is a benefit plan reported by Burrelles Information Services under EIN 20-0253253 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $23,582,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burrelles Information Services
- EIN
- 20-0253253
- Plan number
- 001
- Plan type
- 2
- Location
- Short Hills, NJ
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $23,582,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241004054259NAL0011766657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,582,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,582,621
- Net assets (BOY)
- $21,737,066
Income & contributions
- Participant contributions
- $265,517
- Total contributions
- $265,517
- Total income / additions
- $3,467,258
Expenses & distributions
- Benefits paid
- $1,564,454
- Administrative expenses
- $57,249
- Total expenses
- $1,621,703
- Net increase / (decrease)
- $1,845,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M. Holdings Securities, Inc. | INVESTMENT/FINANCIAL ADVI | $31,434 | $0 | 2023 |
| Marcum Llp | ACCOUNTANT | $25,750 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $15,781 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burrelles Information Services
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Short Hills, NJ
- M. Holdings Securities, Inc. — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation