Plan5500

Burkholder'S Heating And Air Conditioning, Inc. Employee Benefit Plan (501) — Form 5500 plan (Burkholder'S Heating And Air Conditioning, 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, Burkholder'S Heating And Air Conditioning, Inc. Employee Benefit Plan (501) is a benefit plan reported by Burkholder'S Heating And Air Conditioning, Inc. under EIN 23-1676347 and plan number 501. The latest loaded filing year is 2023. The filing reports 66 participants and $32,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burkholder'S Heating And Air Conditioning, Inc.
EIN
23-1676347
Plan number
501
Plan type
2
Location
Emmaus, PA
Latest filing year
2023
Participants
66
End-of-year plan assets
$32,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202366I, C20250701101030NAL0018348096001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$32,607
Total liabilities (EOY)
$34,911
Net assets (EOY)
-$2,304
Net assets (BOY)
$0

Income & contributions

Employer contributions
$6,504
Participant contributions
$617,035
Total income / additions
$630,295

Expenses & distributions

Benefits paid
$355,154
Administrative expenses
$6,163
Total expenses
$632,599
Net increase / (decrease)
-$2,304

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bsi Corporate Benefits, LLCBROKER$34,097not reported in the loaded dataset2023
The Benecon GroupBROKER$14,042not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$6,163not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,811not reported in the loaded dataset2023
InnovuBROKER$2,008not reported in the loaded dataset2023

Related Form 5500 pages