BURKE & LAMB has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-29 | 26809 |
| Net assets as of the end of the plan year | 2025-04-29 | 3441216 |
| Total assets as of the beginning of the plan year | 2025-04-29 | 2837512 |
| Value of plan covered by a fidelity bond | 2025-04-29 | 300000 |
| Participant contributions to plan in this plan year | 2025-04-29 | 112074 |
| Value of participant loans at end of plan year | 2025-04-29 | 11105 |
| Other expenses paid from plan in this plan year | 2025-04-29 | 0 |
| Other contributions to plan in this plan year | 2025-04-29 | 0 |
| Other income to plan in this plan year | 2025-04-29 | 475586 |
| Plan net income in this plan year | 2025-04-29 | 603704 |
| Net assets as of the end of the plan year | 2025-04-29 | 3441216 |
| Net assets as of the beginning of the plan year | 2025-04-29 | 2837512 |
| Employer contributions to plan in this plan year | 2025-04-29 | 42853 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-29 | 10507 |
| 2024 : BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-29 | 10431 |
| Net assets as of the end of the plan year | 2024-04-29 | 2837512 |
| Total assets as of the beginning of the plan year | 2024-04-29 | 2229903 |
| Value of plan covered by a fidelity bond | 2024-04-29 | 300000 |
| Participant contributions to plan in this plan year | 2024-04-29 | 111781 |
| Value of participant loans at end of plan year | 2024-04-29 | 23376 |
| Other expenses paid from plan in this plan year | 2024-04-29 | 0 |
| Other contributions to plan in this plan year | 2024-04-29 | 0 |
| Other income to plan in this plan year | 2024-04-29 | 466507 |
| Plan net income in this plan year | 2024-04-29 | 607609 |
| Net assets as of the end of the plan year | 2024-04-29 | 2837512 |
| Net assets as of the beginning of the plan year | 2024-04-29 | 2229903 |
| Employer contributions to plan in this plan year | 2024-04-29 | 39752 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-29 | 8180 |
| 2022 : BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-04 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-04 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-04 | 15821 |
| Net assets as of the end of the plan year | 2022-05-04 | 2644221 |
| Total assets as of the beginning of the plan year | 2022-05-04 | 2179302 |
| Value of plan covered by a fidelity bond | 2022-05-04 | 125000 |
| Participant contributions to plan in this plan year | 2022-05-04 | 102278 |
| Value of participant loans at end of plan year | 2022-05-04 | 29838 |
| Other expenses paid from plan in this plan year | 2022-05-04 | 0 |
| Other contributions to plan in this plan year | 2022-05-04 | 0 |
| Other income to plan in this plan year | 2022-05-04 | 350560 |
| Plan net income in this plan year | 2022-05-04 | 464919 |
| Net assets as of the end of the plan year | 2022-05-04 | 2644221 |
| Net assets as of the beginning of the plan year | 2022-05-04 | 2179302 |
| Employer contributions to plan in this plan year | 2022-05-04 | 27902 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-04 | 8011 |
