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THE BURNETT FOUNDATION 403(B) ANNUITY PLAN 401k Plan overview

Plan NameTHE BURNETT FOUNDATION 403(B) ANNUITY PLAN
Plan identification number 001

THE BURNETT FOUNDATION 403(B) ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

THE BURNETT FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE BURNETT FOUNDATION
Employer identification number (EIN):751638517
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE BURNETT FOUNDATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1978-11-28
Company Identification Number: 0045531401
Legal Registered Office Address: 801 CHERRY ST UNIT 16

FORT WORTH
United States of America (USA)
76102

More information about THE BURNETT FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BURNETT FOUNDATION 403(B) ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01V. NEILS AGATHER2015-09-23
0012013-01-01V. NEILS AGATHER2014-04-30
0012012-01-01V. NEILS AGATHER2013-05-29
0012011-01-01V. NEILS AGATHER
0012010-01-01V. NEILS AGATHER
0012009-01-01V. NEILS AGATHER

Plan Statistics for THE BURNETT FOUNDATION 403(B) ANNUITY PLAN

401k plan membership statisitcs for THE BURNETT FOUNDATION 403(B) ANNUITY PLAN

Measure Date Value
2011: THE BURNETT FOUNDATION 403(B) ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
2010: THE BURNETT FOUNDATION 403(B) ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
2009: THE BURNETT FOUNDATION 403(B) ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on THE BURNETT FOUNDATION 403(B) ANNUITY PLAN

Measure Date Value
2011 : THE BURNETT FOUNDATION 403(B) ANNUITY PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,390
Total plan assets at end of year2011-12-31$256,832
Total plan assets at beginning of year2011-12-31$248,442
Total contributions received or receivable from participants2011-12-31$18,000
Other income received2011-12-31$-20,860
Net income (gross income less expenses)2011-12-31$8,390
Net plan assets at end of year (total assets less liabilities)2011-12-31$256,832
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$248,442
Total contributions received or receivable from employer(s)2011-12-31$11,250
2010 : THE BURNETT FOUNDATION 403(B) ANNUITY PLAN 2010 401k financial data
Total income from all sources2010-12-31$56,152
Expenses. Total of all expenses incurred2010-12-31$317,156
Benefits paid (including direct rollovers)2010-12-31$317,156
Total plan assets at end of year2010-12-31$248,442
Total plan assets at beginning of year2010-12-31$509,446
Total contributions received or receivable from participants2010-12-31$13,000
Other income received2010-12-31$31,902
Net income (gross income less expenses)2010-12-31$-261,004
Net plan assets at end of year (total assets less liabilities)2010-12-31$248,442
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$509,446
Total contributions received or receivable from employer(s)2010-12-31$11,250

Form 5500 Responses for THE BURNETT FOUNDATION 403(B) ANNUITY PLAN

2011: THE BURNETT FOUNDATION 403(B) ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE BURNETT FOUNDATION 403(B) ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE BURNETT FOUNDATION 403(B) ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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