Burke & Herbert Bank & Trust Company Retirement Plan — Form 5500 plan (Burke & Herbert Bank & Trust 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, Burke & Herbert Bank & Trust Company Retirement Plan is a benefit plan reported by Burke & Herbert Bank & Trust Company under EIN 54-0155785 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $33,190,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burke & Herbert Bank & Trust Company
- EIN
- 54-0155785
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $33,190,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20240829094827NAL0013373905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,190,016
- Total liabilities (EOY)
- $9,411
- Net assets (EOY)
- $33,180,605
- Net assets (BOY)
- $31,967,511
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,818,987
Expenses & distributions
- Benefits paid
- $1,439,434
- Administrative expenses
- $166,459
- Total expenses
- $1,605,893
- Net increase / (decrease)
- $1,213,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisors Inc. | NONE | $81,096 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $46,422 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $10,393 | $0 | 2023 |
| Vanguard Fiduciary Trust Company | NONE | $8,772 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burke & Herbert Bank & Trust Company
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Vanguard Advisors Inc. — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Fiduciary Trust Company — Schedule C compensation