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Plan Name | BURTON 401(K) INCENTIVE SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE BURTON CORPORATION |
Employer identification number (EIN): | 030269736 |
NAIC Classification: | 339900 |
Additional information about THE BURTON CORPORATION
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1990-01-22 |
Company Identification Number: | 601226151 |
Legal Registered Office Address: |
1030 14TH PL W KIRKLAND United States of America (USA) 98033 |
More information about THE BURTON CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | KARA CAMPBELL | KARA CAMPBELL | 2018-09-07 | |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | KARA CAMPBELL | KARA CAMPBELL | 2017-08-02 | |
001 | 2016-01-01 | ||||
001 | 2015-01-01 | KARA CAMPBELL | KARA CAMPBELL | 2016-08-16 | |
001 | 2014-01-01 | KARA CAMPBELL | KARA CAMPBELL | 2015-07-23 | |
001 | 2013-01-01 | KARA CAMPBELL | KARA CAMPBELL | 2014-09-22 | |
001 | 2012-01-01 | KATHRYN SPORZYNSKI | KATHRYN SPORZYNSKI | 2013-08-01 | |
001 | 2011-01-01 | KATHRYN SPORZYNSKI | |||
001 | 2010-01-01 | KATHRYN SPORZYNSKI | |||
001 | 2009-01-01 | KATHRYN SPORZYNSKI | |||
001 | 2009-01-01 | KATHRYN SPORZYNSKI |
Measure | Date | Value |
---|---|---|
2022: BURTON 401(K) INCENTIVE SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 724 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 472 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 257 |
Total of all active and inactive participants | 2022-01-01 | 729 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 730 |
Number of participants with account balances | 2022-01-01 | 724 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 39 |
2021: BURTON 401(K) INCENTIVE SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 759 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 423 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 265 |
Total of all active and inactive participants | 2021-01-01 | 688 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 689 |
Number of participants with account balances | 2021-01-01 | 680 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 49 |
2020: BURTON 401(K) INCENTIVE SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 905 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 461 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 291 |
Total of all active and inactive participants | 2020-01-01 | 752 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 752 |
Number of participants with account balances | 2020-01-01 | 747 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 38 |
2019: BURTON 401(K) INCENTIVE SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 854 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 530 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 356 |
Total of all active and inactive participants | 2019-01-01 | 886 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 887 |
Number of participants with account balances | 2019-01-01 | 879 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 14 |
2018: BURTON 401(K) INCENTIVE SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 822 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 481 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 349 |
Total of all active and inactive participants | 2018-01-01 | 830 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 830 |
Number of participants with account balances | 2018-01-01 | 825 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
2017: BURTON 401(K) INCENTIVE SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 865 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 444 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 356 |
Total of all active and inactive participants | 2017-01-01 | 800 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 801 |
Number of participants with account balances | 2017-01-01 | 796 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 22 |
2016: BURTON 401(K) INCENTIVE SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 902 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 454 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 380 |
Total of all active and inactive participants | 2016-01-01 | 834 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 835 |
Number of participants with account balances | 2016-01-01 | 830 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 37 |
2015: BURTON 401(K) INCENTIVE SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 875 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 479 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 368 |
Total of all active and inactive participants | 2015-01-01 | 847 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 849 |
Number of participants with account balances | 2015-01-01 | 839 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 56 |
2014: BURTON 401(K) INCENTIVE SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 917 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 509 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 337 |
Total of all active and inactive participants | 2014-01-01 | 846 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 846 |
Number of participants with account balances | 2014-01-01 | 813 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 37 |
2013: BURTON 401(K) INCENTIVE SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 790 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 541 |
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 | 306 |
Total of all active and inactive participants | 2013-01-01 | 847 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 847 |
Number of participants with account balances | 2013-01-01 | 766 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 39 |
2012: BURTON 401(K) INCENTIVE SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 818 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 509 |
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 | 271 |
Total of all active and inactive participants | 2012-01-01 | 780 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 780 |
Number of participants with account balances | 2012-01-01 | 750 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 47 |
2011: BURTON 401(K) INCENTIVE SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 820 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 551 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 235 |
Total of all active and inactive participants | 2011-01-01 | 786 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 786 |
Number of participants with account balances | 2011-01-01 | 728 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 33 |
2010: BURTON 401(K) INCENTIVE SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 823 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 565 |
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 | 217 |
Total of all active and inactive participants | 2010-01-01 | 782 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 782 |
Number of participants with account balances | 2010-01-01 | 721 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 41 |
2009: BURTON 401(K) INCENTIVE SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 971 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 617 |
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 | 160 |
Total of all active and inactive participants | 2009-01-01 | 777 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 777 |
Number of participants with account balances | 2009-01-01 | 720 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 53 |
Measure | Date | Value |
---|---|---|
2022 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-9,351,486 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,441,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,225,046 |
Value of total corrective distributions | 2022-12-31 | $16,871 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,219,083 |
Value of total assets at end of year | 2022-12-31 | $63,219,554 |
Value of total assets at beginning of year | 2022-12-31 | $76,012,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $199,680 |
Total interest from all sources | 2022-12-31 | $11,954 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $854,137 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $854,137 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,269,062 |
Participant contributions at end of year | 2022-12-31 | $215,523 |
Participant contributions at beginning of year | 2022-12-31 | $228,608 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $199,670 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $163 |
Other income not declared elsewhere | 2022-12-31 | $53,076 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-12,793,083 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $63,219,554 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $76,012,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $107,731 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $59,507,680 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $72,136,379 |
Interest on participant loans | 2022-12-31 | $11,954 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,496,270 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,647,168 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-14,261,429 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-228,307 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $750,351 |
Employer contributions (assets) at end of year | 2022-12-31 | $81 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $482 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,224,883 |
Contract administrator fees | 2022-12-31 | $91,949 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MCSOLEY MCCOY & CO. |
Accountancy firm EIN | 2022-12-31 | 030327374 |
2021 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $14,811,313 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $8,496,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,252,024 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,849,514 |
Value of total assets at end of year | 2021-12-31 | $76,012,637 |
Value of total assets at beginning of year | 2021-12-31 | $69,698,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $244,755 |
Total interest from all sources | 2021-12-31 | $13,398 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $710,652 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $710,652 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,990,921 |
Participant contributions at end of year | 2021-12-31 | $228,608 |
Participant contributions at beginning of year | 2021-12-31 | $366,926 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $59,156 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $297 |
Other income not declared elsewhere | 2021-12-31 | $50,626 |
Administrative expenses (other) incurred | 2021-12-31 | $121,585 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,314,534 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $76,012,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $69,698,103 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $62,936 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $72,136,379 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $65,264,518 |
Interest on participant loans | 2021-12-31 | $13,398 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,647,168 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,066,659 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,048,827 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $138,296 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $799,437 |
Employer contributions (assets) at end of year | 2021-12-31 | $482 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,251,727 |
Contract administrator fees | 2021-12-31 | $60,234 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MCSOLEY MCCOY & CO. |
Accountancy firm EIN | 2021-12-31 | 030327374 |
2020 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $14,202,436 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,618,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,405,957 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,060,713 |
Value of total assets at end of year | 2020-12-31 | $69,698,103 |
Value of total assets at beginning of year | 2020-12-31 | $58,114,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $212,768 |
Total interest from all sources | 2020-12-31 | $16,809 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $644,285 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $644,285 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,806,747 |
Participant contributions at end of year | 2020-12-31 | $366,926 |
Participant contributions at beginning of year | 2020-12-31 | $288,886 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $416,771 |
Other income not declared elsewhere | 2020-12-31 | $81 |
Administrative expenses (other) incurred | 2020-12-31 | $212,768 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $11,583,711 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $69,698,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $58,114,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $65,264,518 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $55,611,016 |
Interest on participant loans | 2020-12-31 | $16,809 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,066,659 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,214,490 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $9,412,615 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $67,933 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $837,195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,405,957 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MCSOLEY MCCOY & CO |
Accountancy firm EIN | 2020-12-31 | 030327374 |
2019 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $14,948,704 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,273,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,084,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,726,654 |
Value of total assets at end of year | 2019-12-31 | $58,114,392 |
Value of total assets at beginning of year | 2019-12-31 | $45,438,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $188,285 |
Total interest from all sources | 2019-12-31 | $14,644 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $841,817 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $841,817 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,798,223 |
Participant contributions at end of year | 2019-12-31 | $288,886 |
Participant contributions at beginning of year | 2019-12-31 | $304,995 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $65,892 |
Other income not declared elsewhere | 2019-12-31 | $876 |
Administrative expenses (other) incurred | 2019-12-31 | $188,285 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $-1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $12,675,481 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $58,114,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $45,438,911 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $55,611,016 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $42,787,222 |
Interest on participant loans | 2019-12-31 | $14,644 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,214,490 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,346,695 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,311,974 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $52,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $862,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,084,938 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MCSOLEY MCCOY & CO |
Accountancy firm EIN | 2019-12-31 | 030327374 |
2018 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $435,392 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,397,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,206,952 |
Value of total corrective distributions | 2018-12-31 | $5,371 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,262,659 |
Value of total assets at end of year | 2018-12-31 | $45,438,911 |
Value of total assets at beginning of year | 2018-12-31 | $46,401,172 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $185,330 |
Total interest from all sources | 2018-12-31 | $11,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $669,284 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $669,284 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,471,410 |
Participant contributions at end of year | 2018-12-31 | $304,995 |
Participant contributions at beginning of year | 2018-12-31 | $247,299 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $25,381 |
Other income not declared elsewhere | 2018-12-31 | $1,629 |
Administrative expenses (other) incurred | 2018-12-31 | $185,330 |
Total non interest bearing cash at end of year | 2018-12-31 | $-1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-962,261 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $45,438,911 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $46,401,172 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $42,787,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $44,201,227 |
Interest on participant loans | 2018-12-31 | $11,929 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,346,695 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,952,646 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,552,742 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $42,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $765,868 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,206,952 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MCSOLEY MCCOY & CO |
Accountancy firm EIN | 2018-12-31 | 030327374 |
2017 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $10,594,135 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,783,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,600,913 |
Value of total corrective distributions | 2017-12-31 | $20,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,194,673 |
Value of total assets at end of year | 2017-12-31 | $46,401,172 |
Value of total assets at beginning of year | 2017-12-31 | $38,590,351 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $162,263 |
Total interest from all sources | 2017-12-31 | $10,774 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $590,623 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $590,623 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,305,726 |
Participant contributions at end of year | 2017-12-31 | $247,299 |
Participant contributions at beginning of year | 2017-12-31 | $229,931 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $170,794 |
Other income not declared elsewhere | 2017-12-31 | $757 |
Administrative expenses (other) incurred | 2017-12-31 | $162,263 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,810,821 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $46,401,172 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $38,590,351 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $44,201,227 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $36,240,139 |
Interest on participant loans | 2017-12-31 | $10,774 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,952,646 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,120,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,760,268 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $37,040 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $718,153 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,600,913 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MCSOLEY MCCOY & CO |
Accountancy firm EIN | 2017-12-31 | 030327374 |
2016 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,733,137 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,506,072 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,364,374 |
Value of total corrective distributions | 2016-12-31 | $4,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,257,681 |
Value of total assets at end of year | 2016-12-31 | $38,590,351 |
Value of total assets at beginning of year | 2016-12-31 | $34,363,286 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $137,495 |
Total interest from all sources | 2016-12-31 | $9,889 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $526,424 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $526,424 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,200,028 |
Participant contributions at end of year | 2016-12-31 | $229,931 |
Participant contributions at beginning of year | 2016-12-31 | $234,697 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $319,792 |
Other income not declared elsewhere | 2016-12-31 | $16 |
Administrative expenses (other) incurred | 2016-12-31 | $137,495 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,227,065 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $38,590,351 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $34,363,286 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $36,240,139 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $32,655,756 |
Interest on participant loans | 2016-12-31 | $9,889 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,120,281 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,472,833 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,909,444 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $29,683 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $737,861 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,364,374 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MCSOLEY MCCOY & CO |
Accountancy firm EIN | 2016-12-31 | 030327374 |
2015 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,237,623 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,366,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,136,529 |
Value of total corrective distributions | 2015-12-31 | $23,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,220,490 |
Value of total assets at end of year | 2015-12-31 | $34,363,286 |
Value of total assets at beginning of year | 2015-12-31 | $34,491,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $205,898 |
Total interest from all sources | 2015-12-31 | $8,583 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $522,116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $522,116 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,174,516 |
Participant contributions at end of year | 2015-12-31 | $234,697 |
Participant contributions at beginning of year | 2015-12-31 | $198,386 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $372,014 |
Other income not declared elsewhere | 2015-12-31 | $35 |
Administrative expenses (other) incurred | 2015-12-31 | $205,898 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-128,459 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $34,363,286 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $34,491,745 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $32,655,756 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $32,632,727 |
Interest on participant loans | 2015-12-31 | $8,583 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,472,833 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,660,632 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-538,616 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $25,015 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $673,960 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,136,529 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MCSOLEY MCCOY & CO |
Accountancy firm EIN | 2015-12-31 | 030327374 |
2014 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,416,437 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,543,034 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,368,742 |
Value of total corrective distributions | 2014-12-31 | $514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,063,549 |
Value of total assets at end of year | 2014-12-31 | $34,491,745 |
Value of total assets at beginning of year | 2014-12-31 | $31,618,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $173,778 |
Total interest from all sources | 2014-12-31 | $4,690 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,135,222 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,135,222 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,010,467 |
Participant contributions at end of year | 2014-12-31 | $198,386 |
Participant contributions at beginning of year | 2014-12-31 | $67,093 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $388,140 |
Other income not declared elsewhere | 2014-12-31 | $-432 |
Administrative expenses (other) incurred | 2014-12-31 | $173,778 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,873,403 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $34,491,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $31,618,342 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $32,632,727 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $29,745,258 |
Interest on participant loans | 2014-12-31 | $4,690 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,660,632 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,805,987 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $198,663 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $14,745 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $664,942 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,368,742 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCSOLEY MCCOY & CO |
Accountancy firm EIN | 2014-12-31 | 030327374 |
2013 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $9,133,494 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,863,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,700,432 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,788,981 |
Value of total assets at end of year | 2013-12-31 | $31,618,342 |
Value of total assets at beginning of year | 2013-12-31 | $24,348,393 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $163,113 |
Total interest from all sources | 2013-12-31 | $2,691 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,114,467 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,114,467 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,950,098 |
Participant contributions at end of year | 2013-12-31 | $67,093 |
Participant contributions at beginning of year | 2013-12-31 | $75,531 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $212,485 |
Other income not declared elsewhere | 2013-12-31 | $-1,907 |
Administrative expenses (other) incurred | 2013-12-31 | $163,113 |
Total non interest bearing cash at end of year | 2013-12-31 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $7,269,949 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $31,618,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $24,348,393 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $29,745,258 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $22,479,058 |
Interest on participant loans | 2013-12-31 | $2,691 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,805,987 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,793,804 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,210,435 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $18,827 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $626,398 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,700,432 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MCSOLEY MCCOY & CO |
Accountancy firm EIN | 2013-12-31 | 030327374 |
2012 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,838,258 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,036,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,959,469 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,753,620 |
Value of total assets at end of year | 2012-12-31 | $24,348,393 |
Value of total assets at beginning of year | 2012-12-31 | $20,546,687 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $77,083 |
Total interest from all sources | 2012-12-31 | $5,173 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $364,631 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $364,631 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,872,030 |
Participant contributions at end of year | 2012-12-31 | $75,531 |
Participant contributions at beginning of year | 2012-12-31 | $131,793 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $236,637 |
Other income not declared elsewhere | 2012-12-31 | $1,895 |
Administrative expenses (other) incurred | 2012-12-31 | $77,083 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,801,706 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $24,348,393 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $20,546,687 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $22,479,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $18,687,285 |
Interest on participant loans | 2012-12-31 | $5,173 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,793,804 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,727,609 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,688,104 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $24,835 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $644,953 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,959,469 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MCSOLEY MCCOY & CO |
Accountancy firm EIN | 2012-12-31 | 030327374 |
2011 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,849,455 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,125,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,020,885 |
Value of total corrective distributions | 2011-12-31 | $1,104 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,076,556 |
Value of total assets at end of year | 2011-12-31 | $20,546,687 |
Value of total assets at beginning of year | 2011-12-31 | $20,822,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $103,059 |
Total interest from all sources | 2011-12-31 | $6,903 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $241,629 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $241,629 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,630,695 |
Participant contributions at end of year | 2011-12-31 | $131,793 |
Participant contributions at beginning of year | 2011-12-31 | $181,658 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $139,144 |
Other income not declared elsewhere | 2011-12-31 | $61,788 |
Administrative expenses (other) incurred | 2011-12-31 | $103,059 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $-1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-275,593 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $20,546,687 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,822,280 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $18,687,285 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $18,623,575 |
Interest on participant loans | 2011-12-31 | $6,903 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,727,609 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,017,048 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-570,239 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $32,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $306,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,020,885 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MCSOLEY MCCOY & CO. |
Accountancy firm EIN | 2011-12-31 | 030327374 |
2010 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,221,258 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,499,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,440,406 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,847,696 |
Value of total assets at end of year | 2010-12-31 | $20,822,280 |
Value of total assets at beginning of year | 2010-12-31 | $19,100,075 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $58,647 |
Total interest from all sources | 2010-12-31 | $8,325 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,585,406 |
Participant contributions at end of year | 2010-12-31 | $181,658 |
Participant contributions at beginning of year | 2010-12-31 | $111,845 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $122,926 |
Other income not declared elsewhere | 2010-12-31 | $36,182 |
Administrative expenses (other) incurred | 2010-12-31 | $58,647 |
Total non interest bearing cash at end of year | 2010-12-31 | $-1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,722,205 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,822,280 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,100,075 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $18,623,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $18,988,230 |
Interest on participant loans | 2010-12-31 | $8,325 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,017,048 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,278,326 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $50,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $139,364 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,440,406 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MCSOLEY MCCOY & CO. |
Accountancy firm EIN | 2010-12-31 | 030327374 |
2009 : BURTON 401(K) INCENTIVE SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: BURTON 401(K) INCENTIVE SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BURTON 401(K) INCENTIVE SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BURTON 401(K) INCENTIVE SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BURTON 401(K) INCENTIVE SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BURTON 401(K) INCENTIVE SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BURTON 401(K) INCENTIVE SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BURTON 401(K) INCENTIVE SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BURTON 401(K) INCENTIVE SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BURTON 401(K) INCENTIVE SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BURTON 401(K) INCENTIVE SAVINGS PLAN 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 | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: BURTON 401(K) INCENTIVE SAVINGS PLAN 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: BURTON 401(K) INCENTIVE SAVINGS PLAN 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: BURTON 401(K) INCENTIVE SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
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: BURTON 401(K) INCENTIVE SAVINGS PLAN 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 |