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| Plan Name | JAMES M. BURGE CO., L.P.A. EMP AMENDED AND RESTATED P/S PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES M. BURGE CO., L.P.A. |
| Employer identification number (EIN): | 341470401 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2011-10-01 | JAMES BURGE | |||
| 001 | 2009-10-01 | JAMES BURGE | |||
| 001 | 2008-10-01 |
| Measure | Date | Value |
|---|---|---|
| 2011: JAMES M. BURGE CO., L.P.A. EMP AMENDED AND RESTATED P/S PLAN AND TRUST 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-10-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 1 |
| Total of all active and inactive participants | 2011-10-01 | 1 |
| Total participants | 2011-10-01 | 1 |
| Number of participants with account balances | 2011-10-01 | 1 |
| 2009: JAMES M. BURGE CO., L.P.A. EMP AMENDED AND RESTATED P/S PLAN AND TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 1 |
| Total of all active and inactive participants | 2009-10-01 | 1 |
| Total participants | 2009-10-01 | 1 |
| Number of participants with account balances | 2009-10-01 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2012 : JAMES M. BURGE CO., L.P.A. EMP AMENDED AND RESTATED P/S PLAN AND TRUST 2012 401k financial data | ||
| Total income from all sources | 2012-09-30 | $67,467 |
| Total plan assets at end of year | 2012-09-30 | $164,047 |
| Total plan assets at beginning of year | 2012-09-30 | $96,580 |
| Value of fidelity bond covering the plan | 2012-09-30 | $40,000 |
| Other income received | 2012-09-30 | $67,467 |
| Net income (gross income less expenses) | 2012-09-30 | $67,467 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $164,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $96,580 |
| 2011 : JAMES M. BURGE CO., L.P.A. EMP AMENDED AND RESTATED P/S PLAN AND TRUST 2011 401k financial data | ||
| Total income from all sources | 2011-09-30 | $23,650 |
| Total plan assets at end of year | 2011-09-30 | $96,580 |
| Total plan assets at beginning of year | 2011-09-30 | $72,930 |
| Value of fidelity bond covering the plan | 2011-09-30 | $40,000 |
| Other income received | 2011-09-30 | $23,650 |
| Net income (gross income less expenses) | 2011-09-30 | $23,650 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $96,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $72,930 |
| 2011: JAMES M. BURGE CO., L.P.A. EMP AMENDED AND RESTATED P/S PLAN AND TRUST 2011 form 5500 responses | ||
|---|---|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES M. BURGE CO., L.P.A. EMP AMENDED AND RESTATED P/S PLAN AND TRUST 2009 form 5500 responses | ||
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: JAMES M. BURGE CO., L.P.A. EMP AMENDED AND RESTATED P/S PLAN AND TRUST 2008 form 5500 responses | ||
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
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