Burke & Herbert Bank & Trust Company Investment And Savings Plan — Form 5500 plan (Burke & Herbert Bank)
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 Investment And Savings Plan is a benefit plan reported by Burke & Herbert Bank under EIN 54-0155785 and plan number 002. The latest loaded filing year is 2023. The filing reports 549 participants and $60,668,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burke & Herbert Bank
- EIN
- 54-0155785
- Plan number
- 002
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 549
- End-of-year plan assets
- $60,668,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 549 | H, C | 20240905122201NAL0011804211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,668,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,668,606
- Net assets (BOY)
- $51,672,148
Income & contributions
- Employer contributions
- $1,099,274
- Participant contributions
- $3,135,590
- Total contributions
- $4,452,138
- Total income / additions
- $13,941,199
Expenses & distributions
- Benefits paid
- $4,911,143
- Administrative expenses
- $32,872
- Total expenses
- $4,944,741
- Net increase / (decrease)
- $8,996,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $29,211 | not reported in the loaded dataset | 2023 |
| Institutional Investment Consultin | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$16,339 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burke & Herbert Bank
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Strategic Advisors, Inc. — Schedule C compensation
- Institutional Investment Consultin — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation