Burlington Stores Puerto Rico Savings Plan — Form 5500 plan (Burlington Coat Factory Warehouse 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, Burlington Stores Puerto Rico Savings Plan is a benefit plan reported by Burlington Coat Factory Warehouse Corporation under EIN 22-1970303 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,614 participants and $1,574,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burlington Coat Factory Warehouse Corporation
EIN
22-1970303
Plan number
003
Plan type
2
Location
Burlington, NJ
Latest filing year
2023
Participants
1,614
End-of-year plan assets
$1,574,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,614H, C20241014133123NAL0044650240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,574,615
Total liabilities (EOY)
$0
Net assets (EOY)
$1,574,615
Net assets (BOY)
$1,138,819

Income & contributions

Employer contributions
$97,165
Participant contributions
$169,673
Total contributions
$267,131
Total income / additions
$472,731

Expenses & distributions

Benefits paid
$23,430
Administrative expenses
$4,532
Total expenses
$36,935
Net increase / (decrease)
$435,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$1,601not reported in the loaded dataset2023

Related Form 5500 pages