Original filing (PDF)20250922171340NAL0005929648001

Burke PLLC

Name: Burke PLLC — Burke PLLC Cash Balance Plan, Form 5500 (2024)
Creator: Burke PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burke PLLC Cash Balance Plan

Defined-benefit pension plan · Burke PLLC's Burke PLLC Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Bonnie Burke signed Burke PLLC's 2024 Form 5500 as plan administrator.

Bonnie Burke — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Burke PLLC's EIN is 45-3358369.

EIN 45-3358369

Plan number 002

Plan year 2024

ACK ID 20250922171340NAL0005929648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burke PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burke PLLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

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

Plan sponsor

Name

BURKE PLLC

EIN

all filings

Address

8711 E PINNACLE PEAK ROAD, #377 · SCOTTSDALE, AZ · 85255

Phone

(480) 720-8001

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-08-06

Filed

2025-09-22

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

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