Burkland Associates, LLC 401(K) Plan — Form 5500 plan (Burkland Associates, 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, Burkland Associates, LLC 401(K) Plan is a benefit plan reported by Burkland Associates, LLC under EIN 27-3835270 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $5,256,094 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.3MPlan net assets, end of year$5,256,094
Participants156Covered participants reported
Assets / participant$33.7KComputed: assets ÷ participants$33,693 (computed)
Provider compensation$8.7K1 Schedule C provider row(s)$8,672
- Plan sponsor
- Burkland Associates, LLC
- EIN
- 27-3835270
- Plan number
- 002
- Plan type
- 2
- Location
- Larkspur, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241015131336NAL0016464003001 |
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,256,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,256,094
- Net assets (BOY)
- $3,356,133
Income & contributions
- Employer contributions
- $1,048,982
- Participant contributions
- $1,027,128
- Total contributions
- $2,076,110
- Total income / additions
- $2,693,696
Expenses & distributions
- Benefits paid
- $785,063
- Administrative expenses
- $8,672
- Total expenses
- $793,735
- Net increase / (decrease)
- $1,899,961
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.
51%49%
Employer 51%Participant 49%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Fiduciary, LLC | RECORDKEEPING | $8,672 | not reported in the loaded dataset | 2023 |