Burdick Painting 401(K) Retirement Plan — Form 5500 plan (Burdick Painting)
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, Burdick Painting 401(K) Retirement Plan is a benefit plan reported by Burdick Painting under EIN 94-2452267 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $2,857,177 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.9MPlan net assets, end of year$2,857,177
Participants209Covered participants reported
Assets / participant$13.7KComputed: assets ÷ participants$13,671 (computed)
Provider compensation$31.6K3 Schedule C provider row(s)$31,642
- Plan sponsor
- Burdick Painting
- EIN
- 94-2452267
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241028112038NAL0002048851001 |
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)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,857,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,857,177
- Net assets (BOY)
- $2,335,029
Income & contributions
- Participant contributions
- $304,605
- Total contributions
- $304,605
- Total income / additions
- $656,579
Expenses & distributions
- Benefits paid
- $108,752
- Administrative expenses
- $22,614
- Total expenses
- $134,431
- Net increase / (decrease)
- $522,148
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 assets5%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,613 | $0 | 2023 |
| Independent Financial Group, Inc. | OTHER SERVICES | $0 | $9,029 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |