BURKART EMPLOYEE STOCK OWNERSHIP 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
BURKART-PHELAN, INC.
This 401(k) plan holds N/A in total assets and serves 14 participants as of 2023. It is sponsored by BURKART-PHELAN, INC. in Massachusetts.
What the Filing Says About BURKART EMPLOYEE STOCK OWNERSHIP 401(K) PLAN
BURKART EMPLOYEE STOCK OWNERSHIP 401(K) PLAN is a 401(k) retirement plan sponsored by BURKART-PHELAN, INC., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 14 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 042831820, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. 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) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | 401(k) |
| Employer EIN | 042831820 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (BURKART-PHELAN, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | N/A |
| 2023 | 1 | 14 | N/A |
| 2024 | 1 | 17 | N/A |
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Frequently Asked Questions
How much money is in the BURKART EMPLOYEE STOCK OWNERSHIP 401(K) PLAN? ▼
What type of plan is BURKART EMPLOYEE STOCK OWNERSHIP 401(K) PLAN? ▼
Who sponsors the BURKART EMPLOYEE STOCK OWNERSHIP 401(K) PLAN? ▼
How did BURKART EMPLOYEE STOCK OWNERSHIP 401(K) PLAN perform in 2023? ▼
Where can I find official filings for BURKART EMPLOYEE STOCK OWNERSHIP 401(K) PLAN? ▼
How does BURKART EMPLOYEE STOCK OWNERSHIP 401(K) PLAN compare to other plans? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 042831820.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.