Plan5500

Burkentine & Sons Builders, Inc. Employee Benefit Plan (501) — Form 5500 plan (Burkentine & Sons Builders, 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, Burkentine & Sons Builders, Inc. Employee Benefit Plan (501) is a benefit plan reported by Burkentine & Sons Builders, Inc. under EIN 20-3970647 and plan number 501. The latest loaded filing year is 2023. The filing reports 70 participants and $56,509 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burkentine & Sons Builders, Inc.
EIN
20-3970647
Plan number
501
Plan type
2
Location
Hanover, PA
Latest filing year
2023
Participants
70
End-of-year plan assets
$56,509

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202370I, C20240701122722NAL0002780515001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$56,509
Total liabilities (EOY)
$159,106
Net assets (EOY)
-$102,597
Net assets (BOY)
-$23,289

Income & contributions

Employer contributions
$888,572
Participant contributions
$124,544
Total income / additions
$1,081,881

Expenses & distributions

Benefits paid
$754,821
Administrative expenses
$4,213
Total expenses
$1,161,189
Net increase / (decrease)
-$79,308

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown & Brown (Pa)BROKER$52,136not reported in the loaded dataset2023
The Benecon GroupBROKER$26,590not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,810not reported in the loaded dataset2023
InnovuBROKER$4,256not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$4,213not reported in the loaded dataset2023

Related Form 5500 pages