Burk Royalty Co.,Ltd 401(K) Plan — Form 5500 plan (Burk Royalty Co., Ltd.)

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, Burk Royalty Co.,Ltd 401(K) Plan is a benefit plan reported by Burk Royalty Co., Ltd. under EIN 75-0938264 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $21,817,554 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burk Royalty Co., Ltd.
EIN
75-0938264
Plan number
001
Plan type
2
Location
Wichita Falls, TX
Latest filing year
2023
Participants
262
End-of-year plan assets
$21,817,554

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241015171011NAL0030448545004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,817,554
Total liabilities (EOY)
$3,705
Net assets (EOY)
$21,813,849
Net assets (BOY)
$20,523,169

Income & contributions

Employer contributions
$1,177,508
Participant contributions
$1,484,609
Total contributions
$2,742,169
Total income / additions
$5,433,562

Expenses & distributions

Benefits paid
$4,068,128
Administrative expenses
$74,754
Total expenses
$4,142,882
Net increase / (decrease)
$1,290,680

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithRECORDKEEPER$74,754$02023

Related Form 5500 pages