401k Plan data: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN plan

BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN
Plan identification number	001

BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

BLACKWELL, BURKE & RAMSEY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BLACKWELL, BURKE & RAMSEY, P.C.

Employer identification number (EIN): 351823712

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JASON BURKE 2024-06-19 JASON BURKE 2024-06-19
001 2022-01-01 JASON BURKE 2023-06-30 JASON BURKE 2023-06-30
001 2021-01-01 JACKIE HIATT 2022-07-26 JACKIE HIATT 2022-07-26
001 2020-01-01 JACKIE HIATT 2021-06-23
001 2019-01-01 GAYLA T. MCCANN 2020-07-01 GAYLA T. MCCANN 2020-07-01
001 2018-01-01 GAYLA MCCANN 2019-08-16 GAYLA MCCANN 2019-08-16
001 2017-01-01 GAYLA T MCCANN 2018-07-24
001 2016-01-01 SARA CLARK 2017-06-13 SARA CLARK 2017-06-13
001 2015-01-01 SARA CLARK
001 2014-01-01 SARA CLARK
001 2014-01-01 SARA CLARK
001 2013-01-01 CHRISTOPHER C. HAGENOW 2014-07-17
001 2012-01-01 CHRISTOPHER C. HAGENOW 2013-07-24
001 2011-01-01 GEORGE W. HOPPER 2012-06-04
001 2010-01-01 GEORGE W. HOPPER 2011-05-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JASON BURKE	2024-06-19	JASON BURKE	2024-06-19
001	2022-01-01	JASON BURKE	2023-06-30	JASON BURKE	2023-06-30
001	2021-01-01	JACKIE HIATT	2022-07-26	JACKIE HIATT	2022-07-26
001	2020-01-01	JACKIE HIATT	2021-06-23
001	2019-01-01	GAYLA T. MCCANN	2020-07-01	GAYLA T. MCCANN	2020-07-01
001	2018-01-01	GAYLA MCCANN	2019-08-16	GAYLA MCCANN	2019-08-16
001	2017-01-01	GAYLA T MCCANN	2018-07-24
001	2016-01-01	SARA CLARK	2017-06-13	SARA CLARK	2017-06-13
001	2015-01-01	SARA CLARK
001	2014-01-01	SARA CLARK
001	2014-01-01	SARA CLARK
001	2013-01-01	CHRISTOPHER C. HAGENOW	2014-07-17
001	2012-01-01	CHRISTOPHER C. HAGENOW	2013-07-24
001	2011-01-01	GEORGE W. HOPPER	2012-06-04
001	2010-01-01	GEORGE W. HOPPER	2011-05-11

Plan Statistics for BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN

Measure Date Value
2025: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-08 15
Total number of particpants at end of year 2025-07-08 12
Number of Participants With Account Balances 2025-07-08 12
2024: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-19 13
Total number of particpants at end of year 2024-06-19 15
Number of Participants With Account Balances 2024-06-19 15
2022: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-26 14
Total number of particpants at end of year 2022-07-26 15
Number of Participants With Account Balances 2022-07-26 15
2015: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
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 0
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
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 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1

Measure	Date	Value
2025: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-08	15
Total number of particpants at end of year	2025-07-08	12
Number of Participants With Account Balances	2025-07-08	12
2024: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-19	13
Total number of particpants at end of year	2024-06-19	15
Number of Participants With Account Balances	2024-06-19	15
2022: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-26	14
Total number of particpants at end of year	2022-07-26	15
Number of Participants With Account Balances	2022-07-26	15
2015: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
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	0
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
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	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1

Financial Data on BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2025 : BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-07-08	0
Total expenses incurred by plan in this plan year	2025-07-08	301824
Net assets as of the end of the plan year	2025-07-08	1471950
Total assets as of the beginning of the plan year	2025-07-08	1614981
Value of plan covered by a fidelity bond	2025-07-08	2000000
Participant contributions to plan in this plan year	2025-07-08	5735
Value of participant loans at end of plan year	2025-07-08	34210
Other income to plan in this plan year	2025-07-08	138239
Plan net income in this plan year	2025-07-08	-143031
Net assets as of the end of the plan year	2025-07-08	1471950
Net assets as of the beginning of the plan year	2025-07-08	1614981
Value of employer contributions paid	2025-07-08	0
Employer contributions to plan in this plan year	2025-07-08	14819
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-08	285
2024 : BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-06-19	0
Total expenses incurred by plan in this plan year	2024-06-19	839733
Net assets as of the end of the plan year	2024-06-19	1614981
Total assets as of the beginning of the plan year	2024-06-19	2141417
Value of plan covered by a fidelity bond	2024-06-19	2000000
Participant contributions to plan in this plan year	2024-06-19	7550
Value of participant loans at end of plan year	2024-06-19	43014
Other income to plan in this plan year	2024-06-19	285229
Plan net income in this plan year	2024-06-19	-526436
Net assets as of the end of the plan year	2024-06-19	1614981
Net assets as of the beginning of the plan year	2024-06-19	2141417
Value of employer contributions paid	2024-06-19	0
Employer contributions to plan in this plan year	2024-06-19	20518
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-19	627
2022 : BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-26	1370058
Net assets as of the end of the plan year	2022-07-26	2509518
Total assets as of the beginning of the plan year	2022-07-26	3511299
Value of plan covered by a fidelity bond	2022-07-26	2000000
Participant contributions to plan in this plan year	2022-07-26	22121
Value of participant loans at end of plan year	2022-07-26	66884
Other expenses paid from plan in this plan year	2022-07-26	0
Other income to plan in this plan year	2022-07-26	310324
Plan net income in this plan year	2022-07-26	-1001781
Net assets as of the end of the plan year	2022-07-26	2509518
Net assets as of the beginning of the plan year	2022-07-26	3511299
Value of employer contributions paid	2022-07-26	0
Employer contributions to plan in this plan year	2022-07-26	35832
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-26	1308
2015 : BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$42,736
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,846,196
Total plan assets at beginning of year	2015-12-31	$2,803,460
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$48,136
Other income received	2015-12-31	$-42,706
Net income (gross income less expenses)	2015-12-31	$42,736
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,846,196
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,803,460
Assets. Value of participant loans	2015-12-31	$79,948
Total contributions received or receivable from employer(s)	2015-12-31	$37,306
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$18,903
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$1,847,133
Total plan assets at end of year	2014-12-31	$18,903
Total plan assets at beginning of year	2014-12-31	$4,632,796
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$18,903
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$18,903
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$18,903
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0

Form 5500 Responses for BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN

2015: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING 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: BLACKWELL, BURKE & RAMSEY, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BLACKWELL, BURKE & RAMSEY, P.C.
Employer identification number (EIN):	351823712
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers