Burkes Mechanical, Inc. 401(K) Plan — Form 5500 plan (Burkes Mechanical, 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, Burkes Mechanical, Inc. 401(K) Plan is a benefit plan reported by Burkes Mechanical, Inc. under EIN 63-0934099 and plan number 001. The latest loaded filing year is 2023. The filing reports 651 participants and $23,496,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burkes Mechanical, Inc.
- EIN
- 63-0934099
- Plan number
- 001
- Plan type
- 2
- Location
- Brent, AL
- Latest filing year
- 2023
- Participants
- 651
- End-of-year plan assets
- $23,496,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 651 | H, C | 20241011143947NAL0022054401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,496,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,496,124
- Net assets (BOY)
- $20,021,481
Income & contributions
- Employer contributions
- $270,854
- Participant contributions
- $1,859,972
- Total contributions
- $2,237,274
- Total income / additions
- $5,856,471
Expenses & distributions
- Benefits paid
- $2,308,445
- Administrative expenses
- $73,383
- Total expenses
- $2,381,828
- Net increase / (decrease)
- $3,474,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truewealth Advisors LLC | INVESTMENT ADVISOR | $38,195 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $15,669 | $0 | 2023 |
| Erisa Services Inc | TPA | $12,750 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions | INVESTMENT ADVISORY | $4,336 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,338 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burkes Mechanical, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Brent, AL
- Truewealth Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Erisa Services Inc — Schedule C compensation
- Envestnet Retirement Solutions — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation