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BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBURGESS & NIPLE PROFIT SHARING PLAN AND TRUST
Plan identification number 002

BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BURGESS & NIPLE INC. has sponsored the creation of one or more 401k plans.

Company Name:BURGESS & NIPLE INC.
Employer identification number (EIN):310885550
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARK BERNHARDT2024-10-09
0022022-01-01MARK BERNHARDT2023-10-14 MARK BERNHARDT2023-10-14
0022021-01-01
0022021-01-01MARK BERNHARDT
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RONALD SCHULTZ RONALD SCHULTZ2018-07-30
0022016-01-01RONALD SCHULTZ RONALD SCHULTZ2017-08-08
0022015-01-01RONALD SCHULTZ RONALD SCHULTZ2016-07-26
0022014-01-01RONALD SCHULTZ RONALD SCHULTZ2015-10-02
0022013-01-01RONALD R SCHULTZ RONALD R SCHULTZ2014-07-15
0022012-01-01RONALD R SCHULTZ RONALD R SCHULTZ2013-07-10
0022011-01-01RONALD R. SCHULTZ RONALD R. SCHULTZ2012-07-19
0022010-01-01RONALD SCHULTZ RONALD SCHULTZ2011-07-07
0022009-01-01RONALD R. SCHULTZ RONALD R. SCHULTZ2010-07-01

Plan Statistics for BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01616
Total number of active participants reported on line 7a of the Form 55002023-01-01528
Number of retired or separated participants receiving benefits2023-01-0113
Number of other retired or separated participants entitled to future benefits2023-01-01153
Total of all active and inactive participants2023-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01697
Number of participants with account balances2023-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01565
Total number of active participants reported on line 7a of the Form 55002022-01-01446
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01155
Total of all active and inactive participants2022-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01616
Number of participants with account balances2022-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01540
Total number of active participants reported on line 7a of the Form 55002021-01-01399
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01150
Total of all active and inactive participants2021-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01565
Number of participants with account balances2021-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01481
Total number of active participants reported on line 7a of the Form 55002020-01-01395
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01131
Total of all active and inactive participants2020-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01540
Number of participants with account balances2020-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01484
Total number of active participants reported on line 7a of the Form 55002019-01-01334
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01133
Total of all active and inactive participants2019-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01481
Number of participants with account balances2019-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01516
Total number of active participants reported on line 7a of the Form 55002018-01-01330
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01139
Total of all active and inactive participants2018-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01484
Number of participants with account balances2018-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01507
Total number of active participants reported on line 7a of the Form 55002017-01-01344
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01158
Total of all active and inactive participants2017-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01516
Number of participants with account balances2017-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01530
Total number of active participants reported on line 7a of the Form 55002016-01-01342
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01150
Total of all active and inactive participants2016-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01507
Number of participants with account balances2016-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01521
Total number of active participants reported on line 7a of the Form 55002015-01-01353
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01170
Total of all active and inactive participants2015-01-01530
Total participants2015-01-01530
Number of participants with account balances2015-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01546
Total number of active participants reported on line 7a of the Form 55002014-01-01358
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01159
Total of all active and inactive participants2014-01-01521
Total participants2014-01-01521
Number of participants with account balances2014-01-01484
2013: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01568
Total number of active participants reported on line 7a of the Form 55002013-01-01383
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01158
Total of all active and inactive participants2013-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01546
Number of participants with account balances2013-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01643
Total number of active participants reported on line 7a of the Form 55002012-01-01392
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01172
Total of all active and inactive participants2012-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01568
Number of participants with account balances2012-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01707
Total number of active participants reported on line 7a of the Form 55002011-01-01483
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01154
Total of all active and inactive participants2011-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01643
Number of participants with account balances2011-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01797
Total number of active participants reported on line 7a of the Form 55002010-01-01552
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-01147
Total of all active and inactive participants2010-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0112
Total participants2010-01-01718
Number of participants with account balances2010-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01847
Total number of active participants reported on line 7a of the Form 55002009-01-01634
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01145
Total of all active and inactive participants2009-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-01797
Number of participants with account balances2009-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$24,706,636
Total of all expenses incurred2023-12-31$7,628,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,628,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,091,719
Value of total assets at end of year2023-12-31$121,401,018
Value of total assets at beginning of year2023-12-31$104,323,139
Total interest from all sources2023-12-31$344,864
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,642,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,642,019
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,123,575
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$391,408
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$446,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$17,077,879
Value of net assets at end of year (total assets less liabilities)2023-12-31$121,401,018
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$104,323,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$113,751,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$97,756,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$7,649,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$5,962,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$5,962,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$344,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$13,628,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,521,805
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$212,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,628,757
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GBQ PARTNERS
Accountancy firm EIN2023-12-31202122306
Total income from all sources (including contributions)2023-01-01$24,706,636
Total of all expenses incurred2023-01-01$7,628,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$7,628,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$7,091,719
Value of total assets at end of year2023-01-01$121,401,018
Value of total assets at beginning of year2023-01-01$104,323,139
Total interest from all sources2023-01-01$344,864
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$3,642,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$3,642,019
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$5,123,575
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$391,408
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$446,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$17,077,879
Value of net assets at end of year (total assets less liabilities)2023-01-01$121,401,018
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$104,323,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$113,751,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$97,756,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$7,649,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$344,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$13,628,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,521,805
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$212,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$7,628,757
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01GBQ PARTNERS
Accountancy firm EIN2023-01-01202122306
2022 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-13,998,718
Total of all expenses incurred2022-12-31$8,933,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,933,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,010,826
Value of total assets at end of year2022-12-31$104,323,139
Value of total assets at beginning of year2022-12-31$127,255,404
Total interest from all sources2022-12-31$97,462
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,187,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,187,305
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,567,107
Participant contributions at end of year2022-12-31$391,408
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,092,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,932,265
Value of net assets at end of year (total assets less liabilities)2022-12-31$104,323,139
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$127,255,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$97,756,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$120,961,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,962,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,293,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,293,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$97,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,294,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,351,527
Employer contributions (assets) at end of year2022-12-31$212,360
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,933,547
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GBQ PARTNERS
Accountancy firm EIN2022-12-31202122306
Total income from all sources (including contributions)2022-01-01$-13,998,718
Total of all expenses incurred2022-01-01$8,933,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$8,933,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$7,010,826
Value of total assets at end of year2022-01-01$104,323,139
Value of total assets at beginning of year2022-01-01$127,255,404
Total interest from all sources2022-01-01$97,462
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$4,187,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$4,187,305
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$4,567,107
Participant contributions at end of year2022-01-01$391,408
Participant contributions at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,092,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-22,932,265
Value of net assets at end of year (total assets less liabilities)2022-01-01$104,323,139
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$127,255,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$97,756,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$120,961,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$5,962,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$97,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-25,294,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at beginning of year2022-01-01$0
Contributions received in cash from employer2022-01-01$1,351,527
Employer contributions (assets) at end of year2022-01-01$212,360
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$8,933,547
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01GBQ PARTNERS
Accountancy firm EIN2022-01-01202122306
2021 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,705,809
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,731,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,731,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,878,941
Value of total assets at end of year2021-12-31$127,255,404
Value of total assets at beginning of year2021-12-31$114,281,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,619,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,619,579
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,067,551
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$611,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$430
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$12,974,119
Value of net assets at end of year (total assets less liabilities)2021-12-31$127,255,404
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$114,281,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$120,961,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$107,775,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,293,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,505,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,505,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,207,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,199,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,731,690
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,658,921
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,658,921
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GBQ PARTNERS
Accountancy firm EIN2021-12-31202122306
2020 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$22,331,884
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,041,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,041,766
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,402,395
Value of total assets at end of year2020-12-31$114,281,285
Value of total assets at beginning of year2020-12-31$98,991,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,428,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,428,493
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,526,075
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,803,805
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$15,290,118
Value of net assets at end of year (total assets less liabilities)2020-12-31$114,281,285
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$98,991,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$107,775,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$93,545,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,505,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,577,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,577,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,500,996
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,072,515
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$868,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,041,766
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$4,848,731
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,848,731
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GBQ PARTNERS
Accountancy firm EIN2020-12-31202122306
2019 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,413,571
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,571,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,571,471
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,006,165
Value of total assets at end of year2019-12-31$98,991,167
Value of total assets at beginning of year2019-12-31$83,149,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$225
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,037,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,037,112
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,076,177
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$61,898
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$206
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$225
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$15,841,875
Value of net assets at end of year (total assets less liabilities)2019-12-31$98,991,167
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$83,149,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$93,545,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,920,315
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,577,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,354,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,354,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,370,294
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$868,090
Employer contributions (assets) at end of year2019-12-31$868,090
Employer contributions (assets) at beginning of year2019-12-31$874,287
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,571,471
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GBQ PARTNERS
Accountancy firm EIN2019-12-31202122306
2018 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,898,224
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,589,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,589,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,292,163
Value of total assets at end of year2018-12-31$83,149,292
Value of total assets at beginning of year2018-12-31$89,636,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,207,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,207,785
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,185,492
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$232,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$125
Administrative expenses (other) incurred2018-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,487,700
Value of net assets at end of year (total assets less liabilities)2018-12-31$83,149,292
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,636,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$76,920,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$84,715,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,354,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,083,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,083,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,398,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$874,287
Employer contributions (assets) at end of year2018-12-31$874,287
Employer contributions (assets) at beginning of year2018-12-31$837,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,589,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GBQ PARTNERS
Accountancy firm EIN2018-12-31202122306
2017 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,759,928
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,354,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,350,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,934,558
Value of total assets at end of year2017-12-31$89,636,992
Value of total assets at beginning of year2017-12-31$77,231,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,850
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,071,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,071,232
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,911,319
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$185,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$116
Administrative expenses (other) incurred2017-12-31$3,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,405,927
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,636,992
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$77,231,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$84,715,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$72,135,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,083,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,285,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,285,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,754,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$837,632
Employer contributions (assets) at end of year2017-12-31$837,634
Employer contributions (assets) at beginning of year2017-12-31$809,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,350,151
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GBQ PARTNERS
Accountancy firm EIN2017-12-31202122306
2016 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,876,183
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,363,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,363,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,569,846
Value of total assets at end of year2016-12-31$77,231,065
Value of total assets at beginning of year2016-12-31$73,718,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,620,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,620,632
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,706,679
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$53,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,536
Administrative expenses (other) incurred2016-12-31$75
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,512,768
Value of net assets at end of year (total assets less liabilities)2016-12-31$77,231,065
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$73,718,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$72,135,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$69,349,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,285,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,514,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,514,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,685,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$809,895
Employer contributions (assets) at end of year2016-12-31$809,736
Employer contributions (assets) at beginning of year2016-12-31$852,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,363,340
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GBQ PARTNERS LLC
Accountancy firm EIN2016-12-31202122306
2015 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,385,881
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,015,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,015,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,846,335
Value of total assets at end of year2015-12-31$73,718,297
Value of total assets at beginning of year2015-12-31$76,347,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,783,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,783,829
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,807,725
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$185,912
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,536
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,629,156
Value of net assets at end of year (total assets less liabilities)2015-12-31$73,718,297
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,347,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$69,349,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$71,833,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,514,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,682,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,682,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,244,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$852,698
Employer contributions (assets) at end of year2015-12-31$852,698
Employer contributions (assets) at beginning of year2015-12-31$829,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,015,037
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GBQ PARTNERS LLC
Accountancy firm EIN2015-12-31202122306
2014 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,240,651
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,144,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,144,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,653,252
Value of total assets at end of year2014-12-31$76,347,453
Value of total assets at beginning of year2014-12-31$74,251,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$100
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,823,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,823,039
Administrative expenses professional fees incurred2014-12-31$100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,810,134
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,996
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,536
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,096,190
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,347,453
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$74,251,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$71,833,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$68,882,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,682,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,528,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,528,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,235,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$829,122
Employer contributions (assets) at end of year2014-12-31$829,122
Employer contributions (assets) at beginning of year2014-12-31$837,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,144,361
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GBQ PARTNERS LLC
Accountancy firm EIN2014-12-31202122306
2013 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,036,965
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,166,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,162,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,761,086
Value of total assets at end of year2013-12-31$74,251,263
Value of total assets at beginning of year2013-12-31$63,380,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,059
Total interest from all sources2013-12-31$2,334
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,252,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,252,909
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,802,418
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$121,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,536
Other income not declared elsewhere2013-12-31$115
Administrative expenses (other) incurred2013-12-31$4,059
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$10,870,671
Value of net assets at end of year (total assets less liabilities)2013-12-31$74,251,263
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,380,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$68,882,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$57,935,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,528,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,593,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,593,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,020,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$837,450
Employer contributions (assets) at end of year2013-12-31$837,450
Employer contributions (assets) at beginning of year2013-12-31$848,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,162,235
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2013-12-31310800053
2012 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,711
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,232,388
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,868,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,868,095
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,719,559
Value of total assets at end of year2012-12-31$63,380,592
Value of total assets at beginning of year2012-12-31$57,046,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27
Total interest from all sources2012-12-31$2,457
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,514,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,514,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,858,827
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,350
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,536
Other income not declared elsewhere2012-12-31$3,894
Administrative expenses (other) incurred2012-12-31$27
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$29,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$6,364,266
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,380,592
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,016,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$57,935,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$49,149,909
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$2,075,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,593,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,926,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,926,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,958,013
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$34,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$848,382
Employer contributions (assets) at end of year2012-12-31$848,382
Employer contributions (assets) at beginning of year2012-12-31$862,303
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,868,095
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$29,711
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,840,143
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,840,143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHOONOVER BOYER & ASSOCIATES
Accountancy firm EIN2012-12-31311307159
2011 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,469,582
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,048,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,036,099
Value of total corrective distributions2011-12-31$10,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,831,284
Value of total assets at end of year2011-12-31$57,046,037
Value of total assets at beginning of year2011-12-31$61,595,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,365
Total interest from all sources2011-12-31$3,829
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,235,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,235,174
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,948,487
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,494
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,536
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,365
Total non interest bearing cash at end of year2011-12-31$29,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-4,578,858
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,016,326
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,595,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$49,149,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$53,807,969
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$2,075,304
Value of interest in common/collective trusts at beginning of year2011-12-31$2,008,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,926,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,864,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,864,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,645,314
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$44,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$862,303
Employer contributions (assets) at end of year2011-12-31$862,303
Employer contributions (assets) at beginning of year2011-12-31$911,473
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,036,099
Liabilities. Value of benefit claims payable at end of year2011-12-31$29,711
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SCHOONOVER BOYER & ASSOCIATES
Accountancy firm EIN2011-12-31311307159
2010 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,594,619
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,967,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,962,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,844,910
Value of total assets at end of year2010-12-31$61,595,184
Value of total assets at beginning of year2010-12-31$55,968,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,130
Total interest from all sources2010-12-31$1,334
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,024,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,024,669
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,218,212
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$715,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,535
Other income not declared elsewhere2010-12-31$142,597
Administrative expenses (other) incurred2010-12-31$5,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,626,801
Value of net assets at end of year (total assets less liabilities)2010-12-31$61,595,184
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$55,968,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$53,807,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$48,433,424
Value of interest in common/collective trusts at end of year2010-12-31$2,008,657
Value of interest in common/collective trusts at beginning of year2010-12-31$1,836,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,864,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,603,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,603,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,316,019
Net investment gain or loss from common/collective trusts2010-12-31$265,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$911,473
Employer contributions (assets) at end of year2010-12-31$911,473
Employer contributions (assets) at beginning of year2010-12-31$1,092,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,962,688
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SCHOONOVER BOYER & ASSOCIATES
Accountancy firm EIN2010-12-31311307159
2009 : BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST

2023: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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