Buerkle Companies Employee Savings And Retirement Plan — Form 5500 plan (Buerkle Company)
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, Buerkle Companies Employee Savings And Retirement Plan is a benefit plan reported by Buerkle Company under EIN 41-0711175 and plan number 002. The latest loaded filing year is 2023. The filing reports 336 participants and $20,757,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Buerkle Company
- EIN
- 41-0711175
- Plan number
- 002
- Plan type
- 2
- Location
- White Bear Lake, MN
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $20,757,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20241014164358NAL0046849776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,757,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,757,481
- Net assets (BOY)
- $16,294,194
Income & contributions
- Employer contributions
- $726,287
- Participant contributions
- $1,359,387
- Total contributions
- $2,085,674
- Total income / additions
- $5,059,862
Expenses & distributions
- Benefits paid
- $546,380
- Administrative expenses
- $43,282
- Total expenses
- $596,575
- Net increase / (decrease)
- $4,463,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $43,282 | $0 | 2023 |