401k Plan data: BURKE GROUP RETIREMENT PLAN plan

BURKE GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	BURKE GROUP RETIREMENT PLAN
Plan identification number	001

BURKE GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID BURKE CONSTRUCTION, LLC has sponsored the creation of one or more 401k plans.

Company Name: DAVID BURKE CONSTRUCTION, LLC

Employer identification number (EIN): 161500444

NAIC Classification: 236110

Additional information about DAVID BURKE CONSTRUCTION, LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1996-04-10

Company Identification Number: 2018677

Legal Registered Office Address: ATTN: DAVID BURKE
5540 SOUTHWESTERN BLVD
HAMBURG
United States of America (USA)
14075

More information about DAVID BURKE CONSTRUCTION, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURKE GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DAVID BURKE 2015-07-30 DAVID BURKE 2015-07-30
001 2013-01-01 DAVID BURKE 2014-07-25 DAVID BURKE 2014-07-25
001 2012-01-01 DAVID BURKE 2013-09-30 DAVID BURKE 2013-09-30
001 2011-01-01 DAVID BURKE DAVID BURKE 2012-09-21
001 2010-01-01 DAVID BURKE DAVID BURKE 2011-09-06
001 2009-01-01 DAVID BURKE DAVID BURKE 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	DAVID BURKE	2015-07-30	DAVID BURKE	2015-07-30
001	2013-01-01	DAVID BURKE	2014-07-25	DAVID BURKE	2014-07-25
001	2012-01-01	DAVID BURKE	2013-09-30	DAVID BURKE	2013-09-30
001	2011-01-01	DAVID BURKE		DAVID BURKE	2012-09-21
001	2010-01-01	DAVID BURKE		DAVID BURKE	2011-09-06
001	2009-01-01	DAVID BURKE		DAVID BURKE	2010-07-19

Plan Statistics for BURKE GROUP RETIREMENT PLAN

401k plan membership statisitcs for BURKE GROUP RETIREMENT PLAN

Measure Date Value
2011: BURKE GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 51
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 54
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BURKE GROUP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 51
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 55
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BURKE GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 48
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 54
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: BURKE GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	51
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	54
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BURKE GROUP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	51
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	55
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BURKE GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	48
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	54
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BURKE GROUP RETIREMENT PLAN

Measure	Date	Value
2011 : BURKE GROUP RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$33,525
Expenses. Total of all expenses incurred	2011-12-31	$26,893
Benefits paid (including direct rollovers)	2011-12-31	$19,872
Total plan assets at end of year	2011-12-31	$611,591
Total plan assets at beginning of year	2011-12-31	$604,959
Value of fidelity bond covering the plan	2011-12-31	$47,000
Total contributions received or receivable from participants	2011-12-31	$46,250
Other income received	2011-12-31	$-22,164
Net income (gross income less expenses)	2011-12-31	$6,632
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$611,591
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$604,959
Assets. Value of participant loans	2011-12-31	$1,872
Total contributions received or receivable from employer(s)	2011-12-31	$9,439
Value of corrective distributions	2011-12-31	$7,021
2010 : BURKE GROUP RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$125,480
Expenses. Total of all expenses incurred	2010-12-31	$29,600
Benefits paid (including direct rollovers)	2010-12-31	$29,600
Total plan assets at end of year	2010-12-31	$604,959
Total plan assets at beginning of year	2010-12-31	$509,079
Value of fidelity bond covering the plan	2010-12-31	$47,000
Total contributions received or receivable from participants	2010-12-31	$44,390
Other income received	2010-12-31	$73,140
Net income (gross income less expenses)	2010-12-31	$95,880
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$604,959
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$509,079
Total contributions received or receivable from employer(s)	2010-12-31	$7,950

Form 5500 Responses for BURKE GROUP RETIREMENT PLAN

2011: BURKE GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BURKE GROUP RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BURKE GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number	81334
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number	81334
Policy instance	1

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Company Name:	DAVID BURKE CONSTRUCTION, LLC
Employer identification number (EIN):	161500444
NAIC Classification:	236110

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1996-04-10
Company Identification Number:	2018677
Legal Registered Office Address:	ATTN: DAVID BURKE 5540 SOUTHWESTERN BLVD HAMBURG United States of America (USA) 14075