401k Plan data: THE PROFIT SHARING PLAN OF THE BURKETT GROUP plan

THE PROFIT SHARING PLAN OF THE BURKETT GROUP 401k Plan overview

Plan Name	THE PROFIT SHARING PLAN OF THE BURKETT GROUP
Plan identification number	001

THE PROFIT SHARING PLAN OF THE BURKETT GROUP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

THE BURKETT GROUP has sponsored the creation of one or more 401k plans.

Company Name: THE BURKETT GROUP

Employer identification number (EIN): 954484876

Additional information about THE BURKETT GROUP

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1994-06-14

Company Identification Number: C1745865

Legal Registered Office Address: 2352 Pierpont Blvd

Ventura
United States of America (USA)
93001

More information about THE BURKETT GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PROFIT SHARING PLAN OF THE BURKETT GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 ROBERT L. BURKETT
001 2012-01-01 ROBERT L. BURKETT
001 2011-01-01 ROBERT L. BURKETT
001 2010-01-01 ROBERT L. BURKETT
001 2009-01-01 ROBERT L. BURKETT
001 2008-01-01

Plan Statistics for THE PROFIT SHARING PLAN OF THE BURKETT GROUP

401k plan membership statisitcs for THE PROFIT SHARING PLAN OF THE BURKETT GROUP

Measure Date Value
2013: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE PROFIT SHARING PLAN OF THE BURKETT GROUP

Measure	Date	Value
2013 : THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2013 401k financial data
Transfers to/from the plan	2013-09-30	$0
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$25
Expenses. Total of all expenses incurred	2013-09-30	$88,806
Benefits paid (including direct rollovers)	2013-09-30	$88,721
Total plan assets at end of year	2013-09-30	$0
Total plan assets at beginning of year	2013-09-30	$88,781
Total contributions received or receivable from participants	2013-09-30	$0
Assets. Value of loans (other than to participants)	2013-09-30	$0
Expenses. Other expenses not covered elsewhere	2013-09-30	$0
Contributions received from other sources (not participants or employers)	2013-09-30	$0
Other income received	2013-09-30	$25
Noncash contributions received	2013-09-30	$0
Net income (gross income less expenses)	2013-09-30	$-88,781
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$88,781
Total contributions received or receivable from employer(s)	2013-09-30	$0
Value of certain deemed distributions of participant loans	2013-09-30	$0
Value of corrective distributions	2013-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$85
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-3,608
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$88,781
Total plan assets at beginning of year	2012-12-31	$92,389
Value of fidelity bond covering the plan	2012-12-31	$80,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-3,608
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-3,608
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$88,781
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$92,389
Assets. Value of participant loans	2012-12-31	$48,776
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$7,500
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$26,850
Expenses. Total of all expenses incurred	2011-12-31	$214,690
Benefits paid (including direct rollovers)	2011-12-31	$214,198
Total plan assets at end of year	2011-12-31	$92,389
Total plan assets at beginning of year	2011-12-31	$280,229
Value of fidelity bond covering the plan	2011-12-31	$80,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$492
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$26,850
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-187,840
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$92,389
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$280,229
Assets. Value of participant loans	2011-12-31	$50,844
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$7,500
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$194,253
Expenses. Total of all expenses incurred	2010-12-31	$127,854
Benefits paid (including direct rollovers)	2010-12-31	$127,543
Total plan assets at end of year	2010-12-31	$432,313
Total plan assets at beginning of year	2010-12-31	$365,914
Value of fidelity bond covering the plan	2010-12-31	$80,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$194,253
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$66,399
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$432,313
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$365,914
Assets. Value of participant loans	2010-12-31	$49,388
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$7,500
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for THE PROFIT SHARING PLAN OF THE BURKETT GROUP

2013: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: THE PROFIT SHARING PLAN OF THE BURKETT GROUP 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	THE BURKETT GROUP
Employer identification number (EIN):	954484876

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1994-06-14
Company Identification Number:	C1745865
Legal Registered Office Address:	2352 Pierpont Blvd Ventura United States of America (USA) 93001

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	ROBERT L. BURKETT
001	2012-01-01	ROBERT L. BURKETT
001	2011-01-01	ROBERT L. BURKETT
001	2010-01-01	ROBERT L. BURKETT
001	2009-01-01	ROBERT L. BURKETT
001	2008-01-01