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JIM BURKE EXCAVATING, INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameJIM BURKE EXCAVATING, INC. CASH BALANCE PENSION PLAN
Plan identification number 002

JIM BURKE EXCAVATING, INC. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

JIM BURKE EXCAVATING INC. has sponsored the creation of one or more 401k plans.

Company Name:JIM BURKE EXCAVATING INC.
Employer identification number (EIN):364055755
NAIC Classification:237210
NAIC Description:Land Subdivision

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JIM BURKE EXCAVATING, INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01NANCY BURKE2023-07-24
0022021-01-01NANCY BURKE2022-09-19
0022020-01-01NANCY BURKE2021-08-25
0022019-01-01NANCY BURKE2020-10-14
0022018-01-01NANCY BURKE2019-07-25
0022017-01-01NANCY BURKE2018-07-27
0022016-01-01NANCY BURKE2017-07-25
0022015-01-01NANCY BURKE2016-08-02
0022014-01-01NANCY BURKE2015-10-14

Financial Data on JIM BURKE EXCAVATING, INC. CASH BALANCE PENSION PLAN

Measure Date Value
2025 : JIM BURKE EXCAVATING, INC. CASH BALANCE PENSION PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-300
Net assets as of the end of the plan year2025-09-303726327
Total assets as of the beginning of the plan year2025-09-303160634
Value of plan covered by a fidelity bond2025-09-30316064
Other income to plan in this plan year2025-09-30165693
Plan net income in this plan year2025-09-30565693
Net assets as of the end of the plan year2025-09-303726327
Net assets as of the beginning of the plan year2025-09-303160634
Employer contributions to plan in this plan year2025-09-30400000
2024 : JIM BURKE EXCAVATING, INC. CASH BALANCE PENSION PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-300
Net assets as of the end of the plan year2024-07-303160634
Total assets as of the beginning of the plan year2024-07-302605889
Value of plan covered by a fidelity bond2024-07-30260589
Other income to plan in this plan year2024-07-30204745
Plan net income in this plan year2024-07-30554745
Net assets as of the end of the plan year2024-07-303160634
Net assets as of the beginning of the plan year2024-07-302605889
Employer contributions to plan in this plan year2024-07-30350000
2022 : JIM BURKE EXCAVATING, INC. CASH BALANCE PENSION PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-190
Total liabilities as of the beginning of the plan year2022-09-190
Total expenses incurred by plan in this plan year2022-09-190
Net assets as of the end of the plan year2022-09-192434319
Total assets as of the beginning of the plan year2022-09-191941255
Value of plan covered by a fidelity bond2022-09-19194126
Other income to plan in this plan year2022-09-1943064
Plan net income in this plan year2022-09-19493064
Net assets as of the end of the plan year2022-09-192434319
Net assets as of the beginning of the plan year2022-09-191941255
Employer contributions to plan in this plan year2022-09-19450000

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