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JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

JOHN L BURRIS has sponsored the creation of one or more 401k plans.

Company Name:JOHN L BURRIS
Employer identification number (EIN):942973905
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-06-01
0012022-01-01EDWARD ROJAS2023-05-17
0012021-01-01EDWARD ROJAS2022-04-01
0012020-01-01EDWARD ROJAS2021-07-09

Plan Statistics for JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-1010
Total number of particpants at end of year2025-06-109
Number of Participants With Account Balances2025-06-103
2024: JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-018
Total number of particpants at end of year2024-06-019
Number of Participants With Account Balances2024-06-012
2022: JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-04-0130
Total number of particpants at end of year2022-04-018
Number of Participants With Account Balances2022-04-011

Financial Data on JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-100
Total liabilities as of the end of the plan year2025-06-100
Total liabilities as of the beginning of the plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-10142
Net assets as of the end of the plan year2025-06-1014924
Total assets as of the beginning of the plan year2025-06-1010342
Value of plan covered by a fidelity bond2025-06-1020000
Participant contributions to plan in this plan year2025-06-103815
Other expenses paid from plan in this plan year2025-06-100
Other contributions to plan in this plan year2025-06-100
Other income to plan in this plan year2025-06-10909
Plan net income in this plan year2025-06-104582
Net assets as of the end of the plan year2025-06-1014924
Net assets as of the beginning of the plan year2025-06-1010342
Employer contributions to plan in this plan year2025-06-100
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-10142
2024 : JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-010
Total liabilities as of the end of the plan year2024-06-010
Total liabilities as of the beginning of the plan year2024-06-010
Total expenses incurred by plan in this plan year2024-06-0182
Net assets as of the end of the plan year2024-06-0110342
Total assets as of the beginning of the plan year2024-06-015883
Value of plan covered by a fidelity bond2024-06-0120000
Participant contributions to plan in this plan year2024-06-013642
Other expenses paid from plan in this plan year2024-06-010
Other contributions to plan in this plan year2024-06-010
Other income to plan in this plan year2024-06-01899
Plan net income in this plan year2024-06-014459
Net assets as of the end of the plan year2024-06-0110342
Net assets as of the beginning of the plan year2024-06-015883
Employer contributions to plan in this plan year2024-06-010
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0182
2022 : JOHN L BURRIS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-010
Total liabilities as of the end of the plan year2022-04-010
Total liabilities as of the beginning of the plan year2022-04-010
Total expenses incurred by plan in this plan year2022-04-0114
Net assets as of the end of the plan year2022-04-013711
Total assets as of the beginning of the plan year2022-04-010
Value of plan covered by a fidelity bond2022-04-0120000
Participant contributions to plan in this plan year2022-04-013625
Other expenses paid from plan in this plan year2022-04-010
Other contributions to plan in this plan year2022-04-010
Other income to plan in this plan year2022-04-01100
Plan net income in this plan year2022-04-013711
Net assets as of the end of the plan year2022-04-013711
Net assets as of the beginning of the plan year2022-04-010
Employer contributions to plan in this plan year2022-04-010
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-0114

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