Plan Ledger DOL Form 5500 · updated monthly

The Burgess Group, LLC401(k)

GREGORY BURGESS 401K PROFIT SHARING PLAN AND TRUST · ALEXANDRIA, VA · plan year 2021

Plan assets · 2021
$0

The Burgess Group, LLC's 2021 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $0 across 0 participant accounts. See methodology for what Form 5500 does and doesn't capture.

In 2021, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$0
Participants with balances0
Active participants0
Employer contributions$19,555
Employee contributions$42,430
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$9,609
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2021
Audit (IQPA)$3,101
Total administrative$0

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Source: U.S. Department of Labor, Form 5500 series, EIN 364274678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.