401k Plan data: J. FRANKLIN BURNS, P.C. 401(K) PLAN plan

J. FRANKLIN BURNS, P.C. 401(K) PLAN 401k Plan overview

Plan Name	J. FRANKLIN BURNS, P.C. 401(K) PLAN
Plan identification number	001

J. FRANKLIN BURNS, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

J. FRANKLIN BURNS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: J. FRANKLIN BURNS, P.C.

Employer identification number (EIN): 460491313

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. FRANKLIN BURNS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 J. FRANKLIN BURNS, ESQ 2015-07-22
001 2013-01-01 J. FRANKLIN BURNS 2014-05-23
001 2012-01-01 J. FRANKLIN BURNS 2013-06-01
001 2011-01-01 J. FRANKLIN BURNS
001 2009-01-01 J. FRANKLIN BURNS

Plan Statistics for J. FRANKLIN BURNS, P.C. 401(K) PLAN

401k plan membership statisitcs for J. FRANKLIN BURNS, P.C. 401(K) PLAN

Measure Date Value
2025: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-22 14
Total number of particpants at end of year 2025-07-22 15
Number of Participants With Account Balances 2025-07-22 14
2024: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-17 16
Total number of particpants at end of year 2024-09-17 14
Number of Participants With Account Balances 2024-09-17 14
2011: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-22	14
Total number of particpants at end of year	2025-07-22	15
Number of Participants With Account Balances	2025-07-22	14
2024: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-17	16
Total number of particpants at end of year	2024-09-17	14
Number of Participants With Account Balances	2024-09-17	14
2011: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J. FRANKLIN BURNS, P.C. 401(K) PLAN

Measure	Date	Value
2025 : J. FRANKLIN BURNS, P.C. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-22	0
Total liabilities as of the beginning of the plan year	2025-07-22	0
Total expenses incurred by plan in this plan year	2025-07-22	271482
Net assets as of the end of the plan year	2025-07-22	903754
Total assets as of the beginning of the plan year	2025-07-22	895078
Value of plan covered by a fidelity bond	2025-07-22	100000
Participant contributions to plan in this plan year	2025-07-22	70267
Value of participant loans at end of plan year	2025-07-22	58341
Other contributions to plan in this plan year	2025-07-22	0
Other income to plan in this plan year	2025-07-22	170105
Plan net income in this plan year	2025-07-22	8676
Net assets as of the end of the plan year	2025-07-22	903754
Net assets as of the beginning of the plan year	2025-07-22	895078
Employer contributions to plan in this plan year	2025-07-22	39786
Fees paid to broker by Benefit Provider	2025-07-22	7787
2024 : J. FRANKLIN BURNS, P.C. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-09-17	0
Total liabilities as of the beginning of the plan year	2024-09-17	0
Total expenses incurred by plan in this plan year	2024-09-17	182394
Net assets as of the end of the plan year	2024-09-17	895078
Total assets as of the beginning of the plan year	2024-09-17	802499
Value of plan covered by a fidelity bond	2024-09-17	100000
Participant contributions to plan in this plan year	2024-09-17	48361
Value of participant loans at end of plan year	2024-09-17	69527
Other contributions to plan in this plan year	2024-09-17	0
Other income to plan in this plan year	2024-09-17	201420
Plan net income in this plan year	2024-09-17	92579
Net assets as of the end of the plan year	2024-09-17	895078
Net assets as of the beginning of the plan year	2024-09-17	802499
Employer contributions to plan in this plan year	2024-09-17	25192
Fees paid to broker by Benefit Provider	2024-09-17	7606
2011 : J. FRANKLIN BURNS, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$44,501
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$444,934
Total plan assets at beginning of year	2011-12-31	$400,433
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$45,250
Other income received	2011-12-31	$-31,096
Net income (gross income less expenses)	2011-12-31	$44,501
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$444,934
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$400,433
Assets. Value of participant loans	2011-12-31	$46,240
Total contributions received or receivable from employer(s)	2011-12-31	$30,347
2010 : J. FRANKLIN BURNS, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$142,720
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$400,433
Total plan assets at beginning of year	2010-12-31	$257,713
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$37,125
Other income received	2010-12-31	$39,614
Net income (gross income less expenses)	2010-12-31	$142,720
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$400,433
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$257,713
Assets. Value of participant loans	2010-12-31	$41,564
Total contributions received or receivable from employer(s)	2010-12-31	$65,981

Form 5500 Responses for J. FRANKLIN BURNS, P.C. 401(K) PLAN

2011: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: J. FRANKLIN BURNS, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	79304
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	79304
Policy instance	1

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Company Name:	J. FRANKLIN BURNS, P.C.
Employer identification number (EIN):	460491313
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	J. FRANKLIN BURNS, ESQ	2015-07-22
001	2013-01-01	J. FRANKLIN BURNS	2014-05-23
001	2012-01-01	J. FRANKLIN BURNS	2013-06-01
001	2011-01-01	J. FRANKLIN BURNS
001	2009-01-01	J. FRANKLIN BURNS