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JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN 401k Plan overview

Plan NameJOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN
Plan identification number 001

JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

JOHN BURKHILL AND ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN BURKHILL AND ASSOCIATES INC.
Employer identification number (EIN):541784924
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01K.V. ALBERT2017-04-20

Plan Statistics for JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN

401k plan membership statisitcs for JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN

Measure Date Value
2025: JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-192
Total number of particpants at end of year2025-06-192
Number of Participants With Account Balances2025-06-192
2024: JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-093
Total number of particpants at end of year2024-09-092
Number of Participants With Account Balances2024-09-092
2022: JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-174
Total number of particpants at end of year2022-10-173
Number of Participants With Account Balances2022-10-173

Financial Data on JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN

Measure Date Value
2025 : JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-190
Total liabilities as of the end of the plan year2025-06-190
Total liabilities as of the beginning of the plan year2025-06-190
Total expenses incurred by plan in this plan year2025-06-198563
Net assets as of the end of the plan year2025-06-19681772
Total assets as of the beginning of the plan year2025-06-19524075
Value of plan covered by a fidelity bond2025-06-1930000
Participant contributions to plan in this plan year2025-06-1961000
Other expenses paid from plan in this plan year2025-06-190
Other contributions to plan in this plan year2025-06-190
Other income to plan in this plan year2025-06-1982010
Plan net income in this plan year2025-06-19157697
Net assets as of the end of the plan year2025-06-19681772
Net assets as of the beginning of the plan year2025-06-19524075
Employer contributions to plan in this plan year2025-06-1923250
Fees paid to broker by Benefit Provider2025-06-192972
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-198563
2024 : JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-090
Total liabilities as of the end of the plan year2024-09-090
Total liabilities as of the beginning of the plan year2024-09-090
Total expenses incurred by plan in this plan year2024-09-09159214
Net assets as of the end of the plan year2024-09-09524075
Total assets as of the beginning of the plan year2024-09-09372140
Value of plan covered by a fidelity bond2024-09-0940000
Participant contributions to plan in this plan year2024-09-0960000
Other expenses paid from plan in this plan year2024-09-090
Other contributions to plan in this plan year2024-09-09148603
Other income to plan in this plan year2024-09-0979933
Plan net income in this plan year2024-09-09151935
Net assets as of the end of the plan year2024-09-09524075
Net assets as of the beginning of the plan year2024-09-09372140
Employer contributions to plan in this plan year2024-09-0922613
Fees paid to broker by Benefit Provider2024-09-093845
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-098611
2022 : JOHN BURKHILL AND ASSOCIATES INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-170
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-1710545
Net assets as of the end of the plan year2022-10-17399298
Total assets as of the beginning of the plan year2022-10-17278944
Value of plan covered by a fidelity bond2022-10-1740000
Participant contributions to plan in this plan year2022-10-1752000
Other expenses paid from plan in this plan year2022-10-170
Other contributions to plan in this plan year2022-10-170
Other income to plan in this plan year2022-10-1752215
Plan net income in this plan year2022-10-17120354
Net assets as of the end of the plan year2022-10-17399298
Net assets as of the beginning of the plan year2022-10-17278944
Employer contributions to plan in this plan year2022-10-1726684
Fees paid to broker by Benefit Provider2022-10-17353
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-175074

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