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ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN
Plan identification number 001

ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:ROBERT G. BURKHARDT AND ASSOCIATES, INC
Employer identification number (EIN):362518656
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01KELLI SULLIVAN ALVAREZ2025-01-21
0012022-07-01ROBERT C. BURKHARDT2023-11-27 ROBERT C. BURKHARDT2023-11-27
0012021-07-01ROBERT C. BURKHARDT2023-02-11 ROBERT C. BURKHARDT2023-02-11
0012020-07-01ROBERT C. BURKHARDT2022-03-15
0012019-07-01ROBERT CHARLES BURKHARDT2021-03-02 ROBERT CHARLES BURKHARDT2021-03-02
0012018-07-01ROBERT C. BURKHARDT2019-10-09 ROBERT C. BURKHARDT2019-10-09
0012017-07-01ROBERT C. BURKHARDT2018-10-09 KELLI SULLIVAN ALVAREZ2018-10-09
0012016-07-01ROBERT C. BURKHARDT2017-09-26 ROBERT C. BURKHARDT2017-09-26
0012015-07-01ROBERT C. BURKHARDT2016-12-22 ROBERT C. BURKHARDT2016-12-22
0012014-07-01ROBERT C. BURKHARDT2015-12-16 ROBERT C. BURKHARDT2015-12-16
0012013-07-01ROBERT C. BURKHARDT2015-01-06
0012012-07-01ROBERT C. BURKHARDT2013-11-13 ROBERT C. BURKHARDT2013-11-13
0012011-07-01ROBERT C. BURKHARDT2013-02-19 ROBERT C. BURKHARDT2013-02-19
0012010-07-01ROBERT C. BURKHARDT2011-08-03 ROBERT C. BURKHARDT2011-08-03
0012008-07-01

Plan Statistics for ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2025: ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-01-2110
Total number of particpants at end of year2025-01-219
Number of Participants With Account Balances2025-01-219
2023: ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN 2023 401k membership
Total number of particpants at beginning of year2023-02-1110
Total number of particpants at end of year2023-02-1110
Number of Participants With Account Balances2023-02-1110

Financial Data on ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-01-210
Total expenses incurred by plan in this plan year2025-01-21526298
Net assets as of the end of the plan year2025-01-211902527
Total assets as of the beginning of the plan year2025-01-212135947
Value of plan covered by a fidelity bond2025-01-21500000
Participant contributions to plan in this plan year2025-01-2118707
Value of participant loans at end of plan year2025-01-2133380
Other income to plan in this plan year2025-01-21272057
Plan net income in this plan year2025-01-21-233420
Net assets as of the end of the plan year2025-01-211902527
Net assets as of the beginning of the plan year2025-01-212135947
Employer contributions to plan in this plan year2025-01-212114
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-215410
2023 : ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data
Total liabilities as of the beginning of the plan year2023-02-110
Total expenses incurred by plan in this plan year2023-02-1194581
Net assets as of the end of the plan year2023-02-112089476
Total assets as of the beginning of the plan year2023-02-112512960
Value of plan covered by a fidelity bond2023-02-11500000
Participant contributions to plan in this plan year2023-02-1133559
Value of participant loans at end of plan year2023-02-119561
Other income to plan in this plan year2023-02-11-366084
Plan net income in this plan year2023-02-11-423484
Net assets as of the end of the plan year2023-02-112089476
Net assets as of the beginning of the plan year2023-02-112512960
Employer contributions to plan in this plan year2023-02-113622
Expensese paid to adminstrative service provicers from plan in this plan year2023-02-114656

Form 5500 Responses for ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN

2008: ROBERT G.BURKHARDT & ASSOCIATES PROFIT SHARING PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

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