Burns Industrial Equipment, Inc. 401(K) Savings Plan — Form 5500 plan (Burns Industrial Equipment, 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, Burns Industrial Equipment, Inc. 401(K) Savings Plan is a benefit plan reported by Burns Industrial Equipment, Inc. under EIN 25-1232695 and plan number 002. The latest loaded filing year is 2023. The filing reports 255 participants and $27,493,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burns Industrial Equipment, Inc.
- EIN
- 25-1232695
- Plan number
- 002
- Plan type
- 2
- Location
- Warrendale, PA
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $27,493,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241009184339NAL0018931265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,493,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,493,387
- Net assets (BOY)
- $23,796,733
Income & contributions
- Employer contributions
- $366,203
- Participant contributions
- $1,437,820
- Total contributions
- $1,831,926
- Total income / additions
- $5,245,995
Expenses & distributions
- Benefits paid
- $1,447,693
- Administrative expenses
- $58,206
- Total expenses
- $1,549,341
- Net increase / (decrease)
- $3,696,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Huntington National Bank | INVESTMENT ADVISOR | $28,258 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $20,878 | not reported in the loaded dataset | 2023 |
| Empower Annity Ins Comp Of America | RECORDKEEPER | $20,029 | $0 | 2023 |
| Newport Group | CONTRACT ADMIN | $11,300 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,718 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burns Industrial Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Warrendale, PA
- Huntington National Bank — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Annity Ins Comp Of America — Schedule C compensation
- Newport Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation