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JOHN BURNS, III PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN BURNS, III PROFIT SHARING PLAN
Plan identification number 001

JOHN BURNS, III 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).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 BURNS, III STATE FARM AGENCY has sponsored the creation of one or more 401k plans.

Company Name:JOHN BURNS, III STATE FARM AGENCY
Employer identification number (EIN):593076379
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BURNS, III PROFIT SHARING 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
0012016-01-01
0012015-01-01
0012014-01-01JOHN BURNS, III2015-09-08
0012013-01-01JOHN BURNS, III2014-09-17
0012012-01-01JOHN BURNS, III2013-10-04
0012011-01-01JOHN BURNS, III2012-10-03
0012010-01-01JOHN BURNS, III2011-10-13
0012009-01-01JOHN BURNS, III

Financial Data on JOHN BURNS, III PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN BURNS, III PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-1593580
Net assets as of the end of the plan year2025-10-151267950
Total assets as of the beginning of the plan year2025-10-151134424
Value of plan covered by a fidelity bond2025-10-15400000
Participant contributions to plan in this plan year2025-10-1550855
Value of participant loans at end of plan year2025-10-1576774
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15152986
Plan net income in this plan year2025-10-15133526
Net assets as of the end of the plan year2025-10-151267950
Net assets as of the beginning of the plan year2025-10-151134424
Employer contributions to plan in this plan year2025-10-1523265
Fees paid to broker by Benefit Provider2025-10-151705
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1513524
2024 : JOHN BURNS, III PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1575838
Net assets as of the end of the plan year2024-10-151134424
Total assets as of the beginning of the plan year2024-10-151013507
Value of plan covered by a fidelity bond2024-10-15400000
Participant contributions to plan in this plan year2024-10-1547148
Value of participant loans at end of plan year2024-10-1581057
Other income to plan in this plan year2024-10-15123988
Plan net income in this plan year2024-10-15120917
Net assets as of the end of the plan year2024-10-151134424
Net assets as of the beginning of the plan year2024-10-151013507
Employer contributions to plan in this plan year2024-10-1525619
Fees paid to broker by Benefit Provider2024-10-153508
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-157872
2022 : JOHN BURNS, III PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-127834
Net assets as of the end of the plan year2022-10-121192345
Total assets as of the beginning of the plan year2022-10-12987779
Value of plan covered by a fidelity bond2022-10-12400000
Participant contributions to plan in this plan year2022-10-1242501
Value of participant loans at end of plan year2022-10-1245045
Other income to plan in this plan year2022-10-12148951
Plan net income in this plan year2022-10-12204566
Net assets as of the end of the plan year2022-10-121192345
Net assets as of the beginning of the plan year2022-10-12987779
Employer contributions to plan in this plan year2022-10-1220948
Fees paid to broker by Benefit Provider2022-10-123744
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-127834

Form 5500 Responses for JOHN BURNS, III PROFIT SHARING PLAN

2009: JOHN BURNS, III 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
2009-01-01Plan benefit arrangement - TrustYes

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