401k Plan data: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN plan

ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 401k Plan overview

Plan Name	ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN
Plan identification number	001

ROBERT BURKE ASSOCIATES, INC. 401(K) 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

ROBERT BURKE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT BURKE ASSOCIATES, INC.

Employer identification number (EIN): 203928649

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about ROBERT BURKE ASSOCIATES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2005-11-23

Company Identification Number: 3284775

Legal Registered Office Address: ATT:JOHN DERMOTT MITCHELL,ESQ.
745 FIFTH AVENUE
NEW YORK
United States of America (USA)
10151

More information about ROBERT BURKE ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 ROBERT BURKE 2022-10-17 ROBERT BURKE 2022-10-17
001 2020-01-01 ROBERT BURKE 2021-09-28 ROBERT BURKE 2021-09-28
001 2019-01-01 ROBERT BURKE 2020-10-02 ROBERT BURKE 2020-10-02
001 2018-01-01 ROBERT BURKE 2019-09-24 ROBERT BURKE 2019-09-24
001 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	ROBERT BURKE	2022-10-17	ROBERT BURKE	2022-10-17
001	2020-01-01	ROBERT BURKE	2021-09-28	ROBERT BURKE	2021-09-28
001	2019-01-01	ROBERT BURKE	2020-10-02	ROBERT BURKE	2020-10-02
001	2018-01-01	ROBERT BURKE	2019-09-24	ROBERT BURKE	2019-09-24
001	2017-01-01

Plan Statistics for ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN

401k plan membership statisitcs for ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2021: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1

Measure	Date	Value
2021: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1

Financial Data on ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN

Measure	Date	Value
2021 : ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$17,887
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$178,739
Total plan assets at beginning of year	2021-12-31	$160,852
Value of fidelity bond covering the plan	2021-12-31	$12,000
Total contributions received or receivable from participants	2021-12-31	$1,800
Other income received	2021-12-31	$16,087
Net income (gross income less expenses)	2021-12-31	$17,887
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$178,739
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$160,852
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$23,073
Expenses. Total of all expenses incurred	2020-12-31	$9,441
Benefits paid (including direct rollovers)	2020-12-31	$9,441
Total plan assets at end of year	2020-12-31	$160,852
Total plan assets at beginning of year	2020-12-31	$147,220
Value of fidelity bond covering the plan	2020-12-31	$12,000
Total contributions received or receivable from participants	2020-12-31	$5,200
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$17,873
Net income (gross income less expenses)	2020-12-31	$13,632
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$160,852
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$147,220
Total contributions received or receivable from employer(s)	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$32,865
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$147,220
Total plan assets at beginning of year	2019-12-31	$114,355
Value of fidelity bond covering the plan	2019-12-31	$12,000
Total contributions received or receivable from participants	2019-12-31	$5,200
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$12,245
Net income (gross income less expenses)	2019-12-31	$32,865
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$147,220
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$114,355
Total contributions received or receivable from employer(s)	2019-12-31	$15,420
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$64,355
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$114,355
Total plan assets at beginning of year	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$3,400
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-5,285
Net income (gross income less expenses)	2018-12-31	$64,355
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$114,355
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$50,000
Total contributions received or receivable from employer(s)	2018-12-31	$66,240
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$50,000
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$50,000
Total plan assets at beginning of year	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$50,000
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$50,000
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN

2021: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT BURKE ASSOCIATES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT BURKE ASSOCIATES, INC.
Employer identification number (EIN):	203928649
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2005-11-23
Company Identification Number:	3284775
Legal Registered Office Address:	ATT:JOHN DERMOTT MITCHELL,ESQ. 745 FIFTH AVENUE NEW YORK United States of America (USA) 10151