The Burnett Companies Consolidated, Inc. — Form 5500 plan (The Burnett Companies Consolidated, 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, The Burnett Companies Consolidated, Inc. is a benefit plan reported by The Burnett Companies Consolidated, Inc. under EIN 76-0080808 and plan number 003. The latest loaded filing year is 2023. The filing reports 811 participants and $31,655,666 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.3MPlan net assets, end of year$29,304,528
Participants811Covered participants reported
Assets / participant$36.1KComputed: assets ÷ participants$36,134 (computed)
Provider compensationNone reported
Plan sponsor
The Burnett Companies Consolidated, Inc.
EIN
76-0080808
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023811H20241003081055NAL0016644880001
2023833H20251013083441NAL0000859089001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$29.3M total assets
Net assets$29.3MLiabilities$0
Money in vs. money out
Total income / additions-$1.5M
Total expenses$817.1K
Benefits paid / distributions$817.1K
Contributions
Employer$1.2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$29,304,528
Total liabilities (EOY)
$0
Net assets (EOY)
$29,304,528
Net assets (BOY)
$31,655,666

Income & contributions

Employer contributions
$1,222,500
Total contributions
$1,222,500
Total income / additions
-$1,534,018

Expenses & distributions

Benefits paid
$817,120
Administrative expenses
$0
Total expenses
$817,120
Net increase / (decrease)
-$2,351,138
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages