Burlesons Employees' Profit Sharing Plan & Trust — Form 5500 plan (Burleson'S 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, Burlesons Employees' Profit Sharing Plan & Trust is a benefit plan reported by Burleson'S Inc. under EIN 75-1170272 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $6,458,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burleson'S Inc.
- EIN
- 75-1170272
- Plan number
- 001
- Plan type
- 2
- Location
- Waxahachie, TX
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $6,458,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20241122191201NAL0002027937001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,458,278
- Net assets (EOY)
- $6,458,278
- Net assets (BOY)
- $5,326,332
Income & contributions
- Employer contributions
- $490,000
- Total income / additions
- $1,266,422
Expenses & distributions
- Benefits paid
- $57,476
- Total expenses
- $134,476
- Net increase / (decrease)
- $1,131,946
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.