How big is The Burkard School's plan?

The Burkard School's plan reported $371K in assets and 13 participants for 2023.

Original filing (PDF)20241216143118NAL0000944883001

The Burkard School

Name: The Burkard School — The Burkard School 401(k) Plan, Form 5500 (2023)
Creator: The Burkard School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Burkard School 401(k) Plan

401(k) retirement plan · The Burkard School's The Burkard School 401(k) Plan held $371K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

People on this filing

Agapi Burkard signed The Burkard School's 2023 Form 5500 as plan administrator.

Agapi Burkard — 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

The Burkard School's EIN is 47-4322966.

EIN 47-4322966

Plan number 001

Plan year 2023

ACK ID 20241216143118NAL0000944883001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Burkard School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Burkard School's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off