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TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 401k Plan overview

Plan NameTIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN
Plan identification number 001

TIMOTHY W. BURKE DO, PC PROFIT SHARE 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
  • 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.
  • 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

TIMOTHY W. BURKE DO, PC DBA PACIFIC DIGESTIVE has sponsored the creation of one or more 401k plans.

Company Name:TIMOTHY W. BURKE DO, PC DBA PACIFIC DIGESTIVE
Employer identification number (EIN):930966466
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TIMOTHY BURKE2023-06-23
0012022-01-01TIMOTHY BURKE2023-06-23
0012021-01-01TIMOTHY BURKE2022-10-05
0012020-01-01TIMOTHY BURKE2021-09-30
0012019-01-01TIMOTHY BURKE2020-08-25
0012019-01-01TIMOTHY BURKE2020-08-25
0012018-01-01TIMOTHY BURKE2019-08-01
0012017-01-01TIMOTHY BURKE
0012017-01-01TIMOTHY BURKE2019-08-01
0012016-01-01TIMOTHY BURKE
0012015-01-01TIMOTHY BURKE2016-10-12
0012014-01-01TIMOTHY BURKE
0012013-01-01TIMOTHY BURKE2014-04-18
0012012-01-01TIMOTHY BURKE2013-06-04
0012011-01-01TIMOTHY BURKE2012-06-27
0012010-01-01TIMOTHY BURKE2011-05-05

Plan Statistics for TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN

401k plan membership statisitcs for TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN

Measure Date Value
2023: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2014: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN

Measure Date Value
2023 : TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2023 401k financial data
Total income from all sources2023-01-31$188,257
Expenses. Total of all expenses incurred2023-01-31$3,785,461
Benefits paid (including direct rollovers)2023-01-31$3,785,461
Total plan assets at end of year2023-01-31$0
Total plan assets at beginning of year2023-01-31$3,597,204
Value of fidelity bond covering the plan2023-01-31$800,000
Total contributions received or receivable from participants2023-01-31$0
Contributions received from other sources (not participants or employers)2023-01-31$0
Other income received2023-01-31$188,257
Noncash contributions received2023-01-31$0
Net income (gross income less expenses)2023-01-31$-3,597,204
Net plan assets at end of year (total assets less liabilities)2023-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-01-31$3,597,204
Assets. Value of real-estate (other than employer real property)2023-01-31$0
Total contributions received or receivable from employer(s)2023-01-31$0
2022 : TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2022 401k financial data
Total income from all sources2022-12-31$-756,504
Expenses. Total of all expenses incurred2022-12-31$179,409
Benefits paid (including direct rollovers)2022-12-31$166,574
Total plan assets at end of year2022-12-31$3,597,204
Total plan assets at beginning of year2022-12-31$4,533,117
Value of fidelity bond covering the plan2022-12-31$800,000
Total contributions received or receivable from participants2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-756,504
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-935,913
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,597,204
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,533,117
Assets. Value of real-estate (other than employer real property)2022-12-31$5,699
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$12,835
2021 : TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2021 401k financial data
Total income from all sources2021-12-31$627,185
Expenses. Total of all expenses incurred2021-12-31$27,602
Benefits paid (including direct rollovers)2021-12-31$17,770
Total plan assets at end of year2021-12-31$4,533,117
Total plan assets at beginning of year2021-12-31$3,933,534
Value of fidelity bond covering the plan2021-12-31$800,000
Total contributions received or receivable from participants2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$627,185
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$599,583
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,533,117
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,933,534
Assets. Value of real-estate (other than employer real property)2021-12-31$7,878
Total contributions received or receivable from employer(s)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2020 401k financial data
Total income from all sources2020-12-31$620,479
Expenses. Total of all expenses incurred2020-12-31$1,331,513
Benefits paid (including direct rollovers)2020-12-31$1,319,523
Total plan assets at end of year2020-12-31$3,933,534
Total plan assets at beginning of year2020-12-31$4,644,568
Value of fidelity bond covering the plan2020-12-31$800,000
Total contributions received or receivable from participants2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$620,479
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-711,034
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,933,534
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,644,568
Assets. Value of real-estate (other than employer real property)2020-12-31$44,819
Total contributions received or receivable from employer(s)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$11,990
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2019 401k financial data
Total income from all sources2019-12-31$482,419
Expenses. Total of all expenses incurred2019-12-31$5,234
Total plan assets at end of year2019-12-31$4,644,568
Total plan assets at beginning of year2019-12-31$4,167,383
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$5,234
Other income received2019-12-31$480,185
Net income (gross income less expenses)2019-12-31$477,185
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,644,568
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,167,383
Assets. Value of real-estate (other than employer real property)2019-12-31$44,819
Total contributions received or receivable from employer(s)2019-12-31$2,234
2018 : TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2018 401k financial data
Total income from all sources2018-12-31$29,940
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$4,167,383
Total plan assets at beginning of year2018-12-31$4,137,443
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$33,265
Other income received2018-12-31$-63,031
Net income (gross income less expenses)2018-12-31$29,940
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,167,383
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,137,443
Assets. Value of real-estate (other than employer real property)2018-12-31$473,716
Total contributions received or receivable from employer(s)2018-12-31$59,706
2017 : TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2017 401k financial data
Total income from all sources2017-12-31$554,406
Expenses. Total of all expenses incurred2017-12-31$40,430
Benefits paid (including direct rollovers)2017-12-31$35,349
Total plan assets at end of year2017-12-31$4,107,443
Total plan assets at beginning of year2017-12-31$3,593,467
Value of fidelity bond covering the plan2017-12-31$840,000
Total contributions received or receivable from participants2017-12-31$48,190
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$421,656
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$513,976
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,107,443
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,593,467
Assets. Value of real-estate (other than employer real property)2017-12-31$450,747
Total contributions received or receivable from employer(s)2017-12-31$84,560
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,081
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2016 401k financial data
Total income from all sources2016-12-31$360,433
Expenses. Total of all expenses incurred2016-12-31$14,543
Total plan assets at end of year2016-12-31$3,593,467
Total plan assets at beginning of year2016-12-31$3,247,577
Value of fidelity bond covering the plan2016-12-31$800,000
Total contributions received or receivable from participants2016-12-31$45,896
Expenses. Other expenses not covered elsewhere2016-12-31$14,543
Other income received2016-12-31$240,805
Net income (gross income less expenses)2016-12-31$345,890
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,593,467
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,247,577
Assets. Value of real-estate (other than employer real property)2016-12-31$529,597
Total contributions received or receivable from employer(s)2016-12-31$73,732
2014 : TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2014 401k financial data
Total income from all sources2014-12-31$303,882
Expenses. Total of all expenses incurred2014-12-31$128,596
Benefits paid (including direct rollovers)2014-12-31$101,597
Total plan assets at end of year2014-12-31$3,103,757
Total plan assets at beginning of year2014-12-31$2,928,471
Value of fidelity bond covering the plan2014-12-31$780,000
Total contributions received or receivable from participants2014-12-31$21,681
Other income received2014-12-31$207,845
Net income (gross income less expenses)2014-12-31$175,286
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,103,757
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,928,471
Assets. Value of real-estate (other than employer real property)2014-12-31$502,333
Total contributions received or receivable from employer(s)2014-12-31$74,356
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$26,999
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN

2023: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2014: TIMOTHY W. BURKE DO, PC PROFIT SHARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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