Burlingame Industries 401(K) And Profit Sharing Retirement Plan — Form 5500 plan (Burlingame Industries, Incorporated)
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, Burlingame Industries 401(K) And Profit Sharing Retirement Plan is a benefit plan reported by Burlingame Industries, Incorporated under EIN 94-1701932 and plan number 002. The latest loaded filing year is 2023. The filing reports 876 participants and $77,159,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burlingame Industries, Incorporated
- EIN
- 94-1701932
- Plan number
- 002
- Plan type
- 3
- Location
- Rialto, CA
- Latest filing year
- 2023
- Participants
- 876
- End-of-year plan assets
- $77,159,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 876 | H, C | 20241004142818NAL0012321185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,159,852
- Total liabilities (EOY)
- $262,610
- Net assets (EOY)
- $76,897,242
- Net assets (BOY)
- $62,446,213
Income & contributions
- Employer contributions
- $3,926,408
- Participant contributions
- $5,494,022
- Total contributions
- $9,440,828
- Total income / additions
- $19,148,212
Expenses & distributions
- Benefits paid
- $4,449,716
- Administrative expenses
- $241,388
- Total expenses
- $4,697,183
- Net increase / (decrease)
- $14,451,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $108,474 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group | NONE | $30,875 | not reported in the loaded dataset | 2023 |
| Swenson Corporation | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burlingame Industries, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rialto, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Swenson Corporation — Schedule C compensation