BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C.

This 401(k) plan holds $18M in total assets and serves 160 participants as of 2022. It is sponsored by BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. in Colorado. The plan reported a net loss of $2M for the year.

Total Assets (2023)

$18M

Participants

160

State

Colorado

Industry

Professional & Technical Services

What the Filing Says About BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN

BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C., headquartered in Colorado. As of the 2022 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 160 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 840832595, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2022 to $18M at year-end — a decline of 9.3%. Net assets (after liabilities) closed the year at $18M, with reported net income of $-1,864,383 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$20M
Total Assets (End of Year)	$18M
Net Assets (End of Year)	$18M
Net Income	$-1,864,383
Plan Type	401(k)
Employer EIN	840832595
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C.)

Year	Plans	Participants	Total Assets
2022	1	160	$18M
2023	1	146	$21M
2024	1	149	$21M

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Frequently Asked Questions

How much money is in the BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN? ▼

As of the 2022 Form 5500 filing, BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN holds $18M in total assets with 160 participants. It is sponsored by BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C..

What type of plan is BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN? ▼

BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 840832595.

Who sponsors the BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN? ▼

BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN is sponsored by BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C., located in Colorado. The sponsor's EIN is 840832595 and the plan operates in the Professional & Technical Services industry.

How did BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN perform in 2022? ▼

BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN declined by 9.3% during 2022, moving from $20M to $18M in total assets. Net income was $-1,864,383.

Where can I find official filings for BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN? ▼

Official Form 5500 filings for BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840832595 or plan name at efast.dol.gov.

How does BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN compare to other plans? ▼

You can compare BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.