401k Plan data: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST plan

BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	BURRIS COMPANY PROFIT SHARING PLAN AND TRUST
Plan identification number	001

BURRIS COMPANY PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BURRIS COMPANY, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: BURRIS COMPANY, INCORPORATED

Employer identification number (EIN): 133239648

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURRIS COMPANY PROFIT SHARING PLAN AND TRUST

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 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MIKE KINNISON
001 2017-01-01 MIKE KINNISON
001 2016-01-01 MIKE KINNISON 2017-09-07 MIKE KINNISON 2017-09-07
001 2015-01-01 MIKE KINNISON 2016-06-17 MIKE KINNISON 2016-06-17
001 2015-01-01 MIKE KINNISON 2016-06-17 MIKE KINNISON 2016-06-17
001 2014-01-01 MIKE KINNISON 2015-07-01 MIKE KINNISON 2015-07-01
001 2013-01-01 MIKE KINNISON 2014-07-16
001 2012-01-01 PAMELA MARSCHALL 2013-07-23
001 2011-01-01 DALE PRATT 2012-07-27

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	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MIKE KINNISON
001	2017-01-01	MIKE KINNISON
001	2016-01-01	MIKE KINNISON	2017-09-07	MIKE KINNISON	2017-09-07
001	2015-01-01	MIKE KINNISON	2016-06-17	MIKE KINNISON	2016-06-17
001	2015-01-01	MIKE KINNISON	2016-06-17	MIKE KINNISON	2016-06-17
001	2014-01-01	MIKE KINNISON	2015-07-01	MIKE KINNISON	2015-07-01
001	2013-01-01	MIKE KINNISON	2014-07-16
001	2012-01-01	PAMELA MARSCHALL	2013-07-23
001	2011-01-01	DALE PRATT	2012-07-27

Plan Statistics for BURRIS COMPANY PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BURRIS COMPANY PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 119
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 33
Total of all active and inactive participants 2022-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 152
Number of participants with account balances 2022-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 118
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 34
Total of all active and inactive participants 2021-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 152
Number of participants with account balances 2021-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 110
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 140
Number of participants with account balances 2020-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 109
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 34
Total of all active and inactive participants 2019-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 143
Number of participants with account balances 2019-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 111
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 35
Total of all active and inactive participants 2018-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 146
Number of participants with account balances 2018-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 112
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 35
Total of all active and inactive participants 2017-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 147
Number of participants with account balances 2017-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14

Measure	Date	Value
2022: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	119
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	33
Total of all active and inactive participants	2022-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	152
Number of participants with account balances	2022-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	118
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	34
Total of all active and inactive participants	2021-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	152
Number of participants with account balances	2021-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	110
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	140
Number of participants with account balances	2020-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	109
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	34
Total of all active and inactive participants	2019-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	143
Number of participants with account balances	2019-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	111
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	35
Total of all active and inactive participants	2018-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	146
Number of participants with account balances	2018-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	112
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	35
Total of all active and inactive participants	2017-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	147
Number of participants with account balances	2017-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14

Financial Data on BURRIS COMPANY PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 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	$221,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$862,521
Total income from all sources (including contributions)	2022-12-31	$-1,112,373
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,414,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,372,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,118,653
Value of total assets at end of year	2022-12-31	$10,681,523
Value of total assets at beginning of year	2022-12-31	$13,848,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$42,041
Total interest from all sources	2022-12-31	$6,290
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$400,354
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	$400,354
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$478,296
Participant contributions at end of year	2022-12-31	$126,712
Participant contributions at beginning of year	2022-12-31	$135,929
Participant contributions at end of year	2022-12-31	$17,337
Participant contributions at beginning of year	2022-12-31	$17,646
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$6,798
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$221,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$862,521
Other income not declared elsewhere	2022-12-31	$-34,914
Administrative expenses (other) incurred	2022-12-31	$42,041
Total non interest bearing cash at end of year	2022-12-31	$180,168
Total non interest bearing cash at beginning of year	2022-12-31	$821,259
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	$-2,526,777
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,459,561
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,986,338
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,297,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,849,337
Interest on participant loans	2022-12-31	$6,290
Value of interest in common/collective trusts at end of year	2022-12-31	$1,043,260
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,005,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,617,046
Net investment gain or loss from common/collective trusts	2022-12-31	$14,290
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	No
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	$633,559
Employer contributions (assets) at end of year	2022-12-31	$16,133
Employer contributions (assets) at beginning of year	2022-12-31	$18,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,372,363
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	ANDERSON & WHITNEY, P.C.
Accountancy firm EIN	2022-12-31	841016028
2021 : BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 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	$862,521
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$158,852
Total income from all sources (including contributions)	2021-12-31	$2,508,932
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$979,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$936,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$991,577
Value of total assets at end of year	2021-12-31	$13,848,859
Value of total assets at beginning of year	2021-12-31	$11,615,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,456
Total interest from all sources	2021-12-31	$5,130
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,288,298
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	$1,288,298
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	$433,731
Participant contributions at end of year	2021-12-31	$135,929
Participant contributions at beginning of year	2021-12-31	$112,449
Participant contributions at end of year	2021-12-31	$17,646
Participant contributions at beginning of year	2021-12-31	$13,549
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,474
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$862,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$158,852
Other income not declared elsewhere	2021-12-31	$42,343
Administrative expenses (other) incurred	2021-12-31	$42,456
Total non interest bearing cash at end of year	2021-12-31	$821,259
Total non interest bearing cash at beginning of year	2021-12-31	$158,852
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	$1,529,719
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,986,338
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,456,619
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,849,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,751,665
Interest on participant loans	2021-12-31	$5,130
Value of interest in common/collective trusts at end of year	2021-12-31	$1,005,725
Value of interest in common/collective trusts at beginning of year	2021-12-31	$567,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$171,504
Net investment gain or loss from common/collective trusts	2021-12-31	$10,080
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	No
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	$553,372
Employer contributions (assets) at end of year	2021-12-31	$18,609
Employer contributions (assets) at beginning of year	2021-12-31	$11,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$936,757
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	ANDERSON & WHITNEY, P.C.
Accountancy firm EIN	2021-12-31	841016028
2020 : BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 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	$158,852
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$108,103
Total income from all sources (including contributions)	2020-12-31	$2,594,044
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,485,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,447,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$781,894
Value of total assets at end of year	2020-12-31	$11,615,471
Value of total assets at beginning of year	2020-12-31	$10,456,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,847
Total interest from all sources	2020-12-31	$9,356
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$454,186
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	$454,186
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	$420,303
Participant contributions at end of year	2020-12-31	$112,449
Participant contributions at beginning of year	2020-12-31	$190,286
Participant contributions at end of year	2020-12-31	$13,549
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$69,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$158,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$108,103
Other income not declared elsewhere	2020-12-31	$3,419
Administrative expenses (other) incurred	2020-12-31	$37,847
Total non interest bearing cash at end of year	2020-12-31	$158,852
Total non interest bearing cash at beginning of year	2020-12-31	$108,103
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	$1,108,662
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,456,619
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,347,957
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	$10,751,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,942,997
Interest on participant loans	2020-12-31	$9,356
Value of interest in common/collective trusts at end of year	2020-12-31	$567,341
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,214,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,328,470
Net investment gain or loss from common/collective trusts	2020-12-31	$16,719
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	$291,911
Employer contributions (assets) at end of year	2020-12-31	$11,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,447,535
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	Unqualified
Accountancy firm name	2020-12-31	ANDERSON & WHITNEY, P.C.
Accountancy firm EIN	2020-12-31	841016028
2019 : BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 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	$108,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$225,358
Total income from all sources (including contributions)	2019-12-31	$2,702,421
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$341,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$307,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,042,294
Value of total assets at end of year	2019-12-31	$10,456,060
Value of total assets at beginning of year	2019-12-31	$8,212,176
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,940
Total interest from all sources	2019-12-31	$9,011
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$328,210
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	$328,210
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$462,189
Participant contributions at end of year	2019-12-31	$190,286
Participant contributions at beginning of year	2019-12-31	$125,629
Participant contributions at beginning of year	2019-12-31	$18,104
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$47,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$108,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$225,358
Other income not declared elsewhere	2019-12-31	$-60,000
Administrative expenses (other) incurred	2019-12-31	$33,940
Total non interest bearing cash at end of year	2019-12-31	$108,103
Total non interest bearing cash at beginning of year	2019-12-31	$225,358
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	$2,361,139
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,347,957
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,986,818
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	$8,942,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,715,448
Interest on participant loans	2019-12-31	$9,011
Value of interest in common/collective trusts at end of year	2019-12-31	$1,214,674
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,106,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,356,043
Net investment gain or loss from common/collective trusts	2019-12-31	$26,863
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	$532,652
Employer contributions (assets) at beginning of year	2019-12-31	$20,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$307,342
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	ANDERSON & WHITNEY, P.C.
Accountancy firm EIN	2019-12-31	841016028
2018 : BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 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	$225,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$135,079
Total income from all sources (including contributions)	2018-12-31	$673,262
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,020,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$989,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,007,226
Value of total assets at end of year	2018-12-31	$8,212,176
Value of total assets at beginning of year	2018-12-31	$8,469,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,372
Total interest from all sources	2018-12-31	$6,352
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$348,476
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	$348,476
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$432,905
Participant contributions at end of year	2018-12-31	$125,629
Participant contributions at beginning of year	2018-12-31	$145,051
Participant contributions at end of year	2018-12-31	$18,104
Participant contributions at beginning of year	2018-12-31	$13,275
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$67,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$225,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$135,079
Other income not declared elsewhere	2018-12-31	$1,717
Administrative expenses (other) incurred	2018-12-31	$31,372
Total non interest bearing cash at end of year	2018-12-31	$225,358
Total non interest bearing cash at beginning of year	2018-12-31	$135,079
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	$-347,586
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,986,818
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,334,404
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	$6,715,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,204,848
Interest on participant loans	2018-12-31	$6,352
Value of interest in common/collective trusts at end of year	2018-12-31	$1,106,944
Value of interest in common/collective trusts at beginning of year	2018-12-31	$950,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-712,226
Net investment gain or loss from common/collective trusts	2018-12-31	$21,717
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	Yes
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	$506,484
Employer contributions (assets) at end of year	2018-12-31	$20,693
Employer contributions (assets) at beginning of year	2018-12-31	$20,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$989,476
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	ANDERSON & WHITNEY, P.C.
Accountancy firm EIN	2018-12-31	841016028
2017 : BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 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	$135,079
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	$2,297,018
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$643,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$613,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,039,670
Value of total assets at end of year	2017-12-31	$8,469,483
Value of total assets at beginning of year	2017-12-31	$6,680,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$29,415
Total interest from all sources	2017-12-31	$5,523
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$285,677
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	$285,677
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	$402,713
Participant contributions at end of year	2017-12-31	$145,051
Participant contributions at beginning of year	2017-12-31	$136,037
Participant contributions at end of year	2017-12-31	$13,275
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$99,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$135,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$29,415
Total non interest bearing cash at end of year	2017-12-31	$135,079
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$1,653,715
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,334,404
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,680,689
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	$7,204,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,657,859
Interest on participant loans	2017-12-31	$5,523
Value of interest in common/collective trusts at end of year	2017-12-31	$950,234
Value of interest in common/collective trusts at beginning of year	2017-12-31	$886,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$949,560
Net investment gain or loss from common/collective trusts	2017-12-31	$16,588
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	Yes
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	$537,816
Employer contributions (assets) at end of year	2017-12-31	$20,996
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$613,888
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	ANDERSON & WHITNEY, P.C.
Accountancy firm EIN	2017-12-31	841016028

Form 5500 Responses for BURRIS COMPANY PROFIT SHARING PLAN AND TRUST

2022: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 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: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 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: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 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: BURRIS COMPANY PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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

Potentially related plans

BURRIS COMPANY PROFIT SHARING PLAN AND TRUST [EIN = 840765134]

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Company Name:	BURRIS COMPANY, INCORPORATED
Employer identification number (EIN):	133239648
NAIC Classification:	339900