WILLIAM A. M. BURDEN & CO., L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR EMPLOYEES OF WILLIAM A. M. BURDEN & CO., L.P. AND BURDEN INVESTORS SERVICES, INC.
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF WILLIAM A. M. BURDEN & CO., L.P. AND BURDEN INVESTORS SERVICES, INC. 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-21 | 83037 |
| Net assets as of the end of the plan year | 2025-08-21 | 263159 |
| Total assets as of the beginning of the plan year | 2025-08-21 | 301378 |
| Other income to plan in this plan year | 2025-08-21 | 12586 |
| Plan net income in this plan year | 2025-08-21 | -38219 |
| Net assets as of the end of the plan year | 2025-08-21 | 263159 |
| Net assets as of the beginning of the plan year | 2025-08-21 | 301378 |
| Employer contributions to plan in this plan year | 2025-08-21 | 32232 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-21 | 3691 |
| 2024 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF WILLIAM A. M. BURDEN & CO., L.P. AND BURDEN INVESTORS SERVICES, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-13 | 89095 |
| Net assets as of the end of the plan year | 2024-10-13 | 301378 |
| Total assets as of the beginning of the plan year | 2024-10-13 | 361195 |
| Participant contributions to plan in this plan year | 2024-10-13 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-13 | 0 |
| Other contributions to plan in this plan year | 2024-10-13 | 0 |
| Other income to plan in this plan year | 2024-10-13 | 1427 |
| Plan net income in this plan year | 2024-10-13 | -59817 |
| Net assets as of the end of the plan year | 2024-10-13 | 301378 |
| Net assets as of the beginning of the plan year | 2024-10-13 | 361195 |
| Employer contributions to plan in this plan year | 2024-10-13 | 27851 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-13 | 3671 |
| 2022 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF WILLIAM A. M. BURDEN & CO., L.P. AND BURDEN INVESTORS SERVICES, INC. 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-04 | 105219 |
| Net assets as of the end of the plan year | 2022-10-04 | 503526 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 486901 |
| Other income to plan in this plan year | 2022-10-04 | 63019 |
| Plan net income in this plan year | 2022-10-04 | 16625 |
| Net assets as of the end of the plan year | 2022-10-04 | 503526 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 486901 |
| Employer contributions to plan in this plan year | 2022-10-04 | 58825 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-04 | 3674 |
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