· 2022–2024 · DOL EFAST2

Burkett Industries Inc. — Burkett Industries Inc., Form 5500 (2024)

Original filing (PDF)20251126140534NAL0002447507001

Burkett Industries Inc.

Form 5500-SF

FILING_RECEIVED

Burkett Industries Inc. SOCA Benefit Plan

Health & welfare plan · Burkett Industries Inc.'s Burkett Industries Inc. SOCA Benefit Plan held $11K in plan assets for 2 participants in 2024.

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$11K

Net assets (EOY)

$4K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKETT INDUSTRIES INC.

Plan sponsor

Name

BURKETT INDUSTRIES INC

EIN

34-4197960all filings

Address

507 VINE ST · FREMONT, OH · 43420

Phone

(419) 332-4391

Industry

Electrical Contractors· Construction

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Electrical Contractors plans

Mister Sparky 0300 401(k) Plan

$11K · 3 participants

Infiniti Electric LLC

Infiniti Electric LLC 401(k) Plan

$11K · 4 participants

Amped Electric LLC

Amped Electric LLC 401(k) Plan

$11K · 1 participants

R&S Electrical Contracting LLC

R&S Electrical Contracting LLC 401(k) Profit Sharing Plan & TRU

$11K · 5 participants

Preferred Electrical Services

Preferred Electrical Services 401(k) Plan

$11K · 10 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.