Burrow Global 401(K) Savings Plan — Form 5500 plan (Burrow Global, 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, Burrow Global 401(K) Savings Plan is a benefit plan reported by Burrow Global, LLC under EIN 37-1619755 and plan number 001. The latest loaded filing year is 2023. The filing reports 576 participants and $28,437,496 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burrow Global, LLC
EIN
37-1619755
Plan number
001
Plan type
2
Location
Beaumont, TX
Latest filing year
2023
Participants
576
End-of-year plan assets
$28,437,496

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023576H, C20240723161517NAL0011665217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,437,496
Total liabilities (EOY)
$0
Net assets (EOY)
$28,437,496
Net assets (BOY)
$24,854,531

Income & contributions

Employer contributions
$174,077
Participant contributions
$1,760,776
Total contributions
$2,903,731
Total income / additions
$6,620,129

Expenses & distributions

Benefits paid
$2,923,602
Administrative expenses
$79,180
Total expenses
$3,037,164
Net increase / (decrease)
$3,582,965

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$41,121not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$38,059$02023

Related Form 5500 pages