How big is BURT & Payne PC's plan?

BURT & Payne PC's plan reported $1.2M in assets and 9 participants for 2025.

Original filing (PDF)20260501075018NAL0000440579001

BURT & Payne PC

Name: BURT & Payne PC — BURT & Payne PC 401(k) Profit, Form 5500 (2025)
Creator: BURT & Payne PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BURT & Payne PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · BURT & Payne PC's BURT & Payne PC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Clifford Payne signed BURT & Payne PC's 2025 Form 5500 as plan administrator.

Clifford Payne — 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

BURT & Payne PC's EIN is 82-2981611.

EIN 82-2981611

Plan number 001

Plan year 2025

ACK ID 20260501075018NAL0000440579001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BURT & Payne PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BURT & Payne PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score