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BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING 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).
  • Money purchase (other than target benefit)
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BURR & TEMKIN SOUTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:BURR & TEMKIN SOUTH, INC.
Employer identification number (EIN):582030399
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about BURR & TEMKIN SOUTH, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-08-03
Company Identification Number: 0012236106
Legal Registered Office Address: 4400 N POINT PKWY STE 151

ALPHARETTA
United States of America (USA)
30022

More information about BURR & TEMKIN SOUTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JENNIFER KOLLAR
0012023-01-01JAMES KEMMERER2024-06-05
0012022-01-01JAMES KEMMERER2023-06-26
0012021-01-01JAMES KEMMERER2022-10-04
0012020-01-01JAMES KEMMERER2021-07-28
0012019-01-01MARK GIBBS2020-07-09
0012018-01-01GERALD A. RAUH2019-07-01
0012017-01-01
0012016-01-01GERALD RAUCH2017-07-26
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01GERALD RAUCH2013-08-20 GERALD RAUCH2013-08-20
0012011-01-01LUANN ORCHOWSKI
0012009-01-01LUANN ORCHOWSKI

Financial Data on BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-050
Total liabilities as of the end of the plan year2024-06-050
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-0533394
Net assets as of the end of the plan year2024-06-0513302861
Total assets as of the beginning of the plan year2024-06-0511010228
Value of plan covered by a fidelity bond2024-06-05500000
Participant contributions to plan in this plan year2024-06-05144092
Other expenses paid from plan in this plan year2024-06-050
Other contributions to plan in this plan year2024-06-050
Other income to plan in this plan year2024-06-051772974
Plan net income in this plan year2024-06-052292633
Net assets as of the end of the plan year2024-06-0513302861
Net assets as of the beginning of the plan year2024-06-0511010228
Employer contributions to plan in this plan year2024-06-05408961
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-05239
2022 : BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-040
Total liabilities as of the end of the plan year2022-10-040
Total liabilities as of the beginning of the plan year2022-10-040
Total expenses incurred by plan in this plan year2022-10-041861430
Net assets as of the end of the plan year2022-10-0412396129
Total assets as of the beginning of the plan year2022-10-0412092970
Value of plan covered by a fidelity bond2022-10-04500000
Participant contributions to plan in this plan year2022-10-04279594
Value of participant loans at end of plan year2022-10-040
Other expenses paid from plan in this plan year2022-10-040
Other contributions to plan in this plan year2022-10-040
Other income to plan in this plan year2022-10-041588276
Plan net income in this plan year2022-10-04303159
Net assets as of the end of the plan year2022-10-0412396129
Net assets as of the beginning of the plan year2022-10-0412092970
Employer contributions to plan in this plan year2022-10-04296719
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0418264
2011 : BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$318,386
Expenses. Total of all expenses incurred2011-12-31$258,668
Benefits paid (including direct rollovers)2011-12-31$252,787
Total plan assets at end of year2011-12-31$3,639,396
Total plan assets at beginning of year2011-12-31$3,579,678
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$158,321
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-161,210
Net income (gross income less expenses)2011-12-31$59,718
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,639,396
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,579,678
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$321,275
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$5,881
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$873,319
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$3,579,678
Total plan assets at beginning of year2010-12-31$2,706,359
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$235,797
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$359,622
Net income (gross income less expenses)2010-12-31$873,319
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,579,678
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,706,359
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$277,900
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN

2011: BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: BURR & TEMKIN SOUTH, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-025951
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-025951
Policy instance 1

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