Burgess & Niple Profit Sharing Plan And Trust — Form 5500 plan (Burgess & Niple 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, Burgess & Niple Profit Sharing Plan And Trust is a benefit plan reported by Burgess & Niple Inc. under EIN 31-0885550 and plan number 002. The latest loaded filing year is 2023. The filing reports 616 participants and $121,401,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burgess & Niple Inc.
- EIN
- 31-0885550
- Plan number
- 002
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 616
- End-of-year plan assets
- $121,401,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 616 | H, C | 20241014142628NAL0015101027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,401,018
- Net assets (EOY)
- $121,401,018
- Net assets (BOY)
- $104,323,139
Income & contributions
- Employer contributions
- $1,521,805
- Participant contributions
- $5,123,575
- Total contributions
- $7,091,719
- Total income / additions
- $24,706,636
Expenses & distributions
- Benefits paid
- $7,628,757
- Total expenses
- $7,628,757
- Net increase / (decrease)
- $17,077,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gbq Partners | AUDITOR | not reported in the loaded dataset | $10,000 | 2023 |