Form 5500 · Retirement plan · MOOREFIELD, WV
BURKE & HERBERT FINANICAL SERVICES CORP.
The filing calls this plan SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN.
BURKE & HERBERT FINANICAL SERVICES CORP. of MOOREFIELD, WV files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-0289417 · plan 001 · plan year 2024, filed Oct 13, 2025
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.
The contracts held $4,698,214 at the end of the plan year, as reported on Schedule A.
The filing discloses no agent commission on these contracts.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Annuity / GIC | 130 | December | $4,698,214 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
From Schedule H of this filing.
We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.
Other plans filed by this employer
More employer plans in West Virginia — largest plans, brokers, carriers and renewal months.