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J & S BURKE INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameJ & S BURKE INC. DEFINED BENEFIT PLAN
Plan identification number 001

J & S BURKE INC. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

J & S BURKE INC. has sponsored the creation of one or more 401k plans.

Company Name:J & S BURKE INC.
Employer identification number (EIN):853063252
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & S BURKE INC. DEFINED BENEFIT 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
0012021-01-01
0012020-01-01

Plan Statistics for J & S BURKE INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for J & S BURKE INC. DEFINED BENEFIT PLAN

Measure Date Value
2025: J & S BURKE INC. DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-282
Total number of particpants at end of year2025-07-282
2024: J & S BURKE INC. DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-012
Total number of particpants at end of year2024-10-012
2022: J & S BURKE INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-31411,901
Acturial value of plan assets2022-12-31411,901
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-31338,661
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-31338,661
Total participant count2022-12-312
Total funding target for all participants2022-12-31338,661
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3150,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3145,699
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3185,089
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3111,849
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3111,849
Contributions allocatedtoward minimum required contributions for current year2022-12-3145,699
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total number of particpants at beginning of year2022-09-282
Total number of particpants at end of year2022-09-282
2021: J & S BURKE INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-31397,905
Acturial value of plan assets2021-12-31397,905
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31237,905
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-31237,905
Total participant count2021-12-312
Total funding target for all participants2021-12-31237,905
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31152,156
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31160,798
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3178,368
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: J & S BURKE INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-31228,302
Acturial value of plan assets2020-12-31228,302
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31210,039
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-31210,039
Total participant count2020-12-312
Total funding target for all participants2020-12-31210,039
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31106,303
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31112,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31167,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31152,156
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-319,024
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31152,156
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310

Financial Data on J & S BURKE INC. DEFINED BENEFIT PLAN

Measure Date Value
2025 : J & S BURKE INC. DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-280
Net assets as of the end of the plan year2025-07-28409006
Total assets as of the beginning of the plan year2025-07-28414298
Participant contributions to plan in this plan year2025-07-280
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28-5292
Plan net income in this plan year2025-07-28-5292
Net assets as of the end of the plan year2025-07-28409006
Net assets as of the beginning of the plan year2025-07-28414298
Employer contributions to plan in this plan year2025-07-280
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-280
2024 : J & S BURKE INC. DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-010
Net assets as of the end of the plan year2024-10-01414298
Total assets as of the beginning of the plan year2024-10-01387371
Participant contributions to plan in this plan year2024-10-010
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-0126927
Plan net income in this plan year2024-10-0126927
Net assets as of the end of the plan year2024-10-01414298
Net assets as of the beginning of the plan year2024-10-01387371
Employer contributions to plan in this plan year2024-10-010
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-010
2022 : J & S BURKE INC. DEFINED BENEFIT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-280
Total liabilities as of the end of the plan year2022-09-280
Total liabilities as of the beginning of the plan year2022-09-280
Total expenses incurred by plan in this plan year2022-09-280
Net assets as of the end of the plan year2022-09-28411901
Total assets as of the beginning of the plan year2022-09-28404106
Participant contributions to plan in this plan year2022-09-280
Other expenses paid from plan in this plan year2022-09-280
Other contributions to plan in this plan year2022-09-280
Other income to plan in this plan year2022-09-287795
Plan net income in this plan year2022-09-287795
Net assets as of the end of the plan year2022-09-28411901
Net assets as of the beginning of the plan year2022-09-28404106
Employer contributions to plan in this plan year2022-09-280
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-280

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