JOE BURTON COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING AND TRUST OF JOE BURTON COMPANY
| Measure | Date | Value |
|---|
| 2021 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2021 401k financial data |
|---|
| Total income from all sources | 2021-04-30 | $307,942 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $12,000 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $12,000 |
| Total plan assets at end of year | 2021-04-30 | $901,161 |
| Total plan assets at beginning of year | 2021-04-30 | $605,219 |
| Other income received | 2021-04-30 | $307,942 |
| Net income (gross income less expenses) | 2021-04-30 | $295,942 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $901,161 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $605,219 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-04-30 | $0 |
| 2018 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2018 401k financial data |
|---|
| Total income from all sources | 2018-04-30 | $39,760 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $12,000 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $12,000 |
| Total plan assets at end of year | 2018-04-30 | $667,532 |
| Total plan assets at beginning of year | 2018-04-30 | $639,772 |
| Other income received | 2018-04-30 | $39,760 |
| Net income (gross income less expenses) | 2018-04-30 | $27,760 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $667,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $639,772 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
| 2017 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2017 401k financial data |
|---|
| Total income from all sources | 2017-04-30 | $63,784 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $12,000 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $12,000 |
| Total plan assets at end of year | 2017-04-30 | $639,772 |
| Total plan assets at beginning of year | 2017-04-30 | $587,988 |
| Other income received | 2017-04-30 | $63,784 |
| Net income (gross income less expenses) | 2017-04-30 | $51,784 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $639,772 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $587,988 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-04-30 | $0 |
| 2016 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2016 401k financial data |
|---|
| Total income from all sources | 2016-04-30 | $-49,631 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $12,000 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $12,000 |
| Total plan assets at end of year | 2016-04-30 | $587,988 |
| Total plan assets at beginning of year | 2016-04-30 | $649,619 |
| Other income received | 2016-04-30 | $-49,631 |
| Net income (gross income less expenses) | 2016-04-30 | $-61,631 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $587,988 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $649,619 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
| 2015 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2015 401k financial data |
|---|
| Total income from all sources | 2015-04-30 | $20,322 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $12,500 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $12,500 |
| Total plan assets at end of year | 2015-04-30 | $649,619 |
| Total plan assets at beginning of year | 2015-04-30 | $641,797 |
| Other income received | 2015-04-30 | $20,322 |
| Net income (gross income less expenses) | 2015-04-30 | $7,822 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $649,619 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $641,797 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
| 2014 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2014 401k financial data |
|---|
| Total income from all sources | 2014-04-30 | $82,149 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $200,092 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $200,092 |
| Total plan assets at end of year | 2014-04-30 | $641,797 |
| Total plan assets at beginning of year | 2014-04-30 | $759,740 |
| Other income received | 2014-04-30 | $82,149 |
| Net income (gross income less expenses) | 2014-04-30 | $-117,943 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $641,797 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $759,740 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
| 2013 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2013 401k financial data |
|---|
| Total income from all sources | 2013-04-30 | $46,785 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $11,000 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $11,000 |
| Total plan assets at end of year | 2013-04-30 | $758,220 |
| Total plan assets at beginning of year | 2013-04-30 | $722,435 |
| Other income received | 2013-04-30 | $48,304 |
| Net income (gross income less expenses) | 2013-04-30 | $35,785 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $758,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $722,435 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $46,785 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
| 2012 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2012 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2012-04-30 | $88,947 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $11,000 |
| Total plan assets at end of year | 2012-04-30 | $722,435 |
| Total plan assets at beginning of year | 2012-04-30 | $811,382 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $88,947 |
| Net income (gross income less expenses) | 2012-04-30 | $-88,947 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $722,435 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $811,382 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-04-30 | $0 |
| 2011 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2011 401k financial data |
|---|
| Total income from all sources | 2011-04-30 | $157,270 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $13,000 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $13,000 |
| Total plan assets at end of year | 2011-04-30 | $805,889 |
| Total plan assets at beginning of year | 2011-04-30 | $661,619 |
| Net income (gross income less expenses) | 2011-04-30 | $144,270 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $805,889 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $661,619 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $157,270 |
| Value of certain deemed distributions of participant loans | 2011-04-30 | $8,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-04-30 | $0 |
| 2010 : PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $182,777 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $38,910 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $30,410 |
| Total plan assets at end of year | 2010-12-31 | $818,787 |
| Total plan assets at beginning of year | 2010-12-31 | $661,619 |
| Net income (gross income less expenses) | 2010-12-31 | $143,867 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $818,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $661,619 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $182,777 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $8,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2020: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | Yes |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | Yes |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING AND TRUST OF JOE BURTON COMPANY 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |