Original filing (PDF)20240930113638NAL0005483505001

BURGESS CIVIL, LLC

Name: BURGESS CIVIL, LLC — BURGESS CIVIL, LLC 401(K) PLAN, Form 5500 (2023)
Creator: BURGESS CIVIL, LLC

Form 5500-SF

FILING_RECEIVED

BURGESS CIVIL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

107

Accounts w/ balance

117

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURGESS CIVIL, LLC.

Plan sponsor

Name

BURGESS CIVIL, LLC

EIN

45-2997668

Address

7816 PROFESSIONAL PLACE · TAMPA, FL · 33637

Phone

(813) 906-1350

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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