Burns White Profit Sharing Plan — Form 5500 plan (Burns White LLC)
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 White Profit Sharing Plan is a benefit plan reported by Burns White LLC under EIN 25-1538192 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $54,032,810 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$54MPlan net assets, end of year$54,032,810
Participants352Covered participants reported
Assets / participant$153.5KComputed: assets ÷ participants$153,502 (computed)
Provider compensation$148.4K2 Schedule C provider row(s)$148,395
- Plan sponsor
- Burns White LLC
- EIN
- 25-1538192
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20240828143822NAL0012248273001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$54M total assets
Net assets$54MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $54,032,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,032,810
- Net assets (BOY)
- $44,210,308
Income & contributions
- Employer contributions
- $1,365,015
- Participant contributions
- $2,343,328
- Total contributions
- $4,660,364
- Total income / additions
- $12,491,013
Expenses & distributions
- Benefits paid
- $2,520,110
- Administrative expenses
- $148,401
- Total expenses
- $2,668,511
- Net increase / (decrease)
- $9,822,502
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | NONE | $76,513 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $71,882 | not reported in the loaded dataset | 2023 |