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BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 401k Plan overview

Plan NameBURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN
Plan identification number 001

BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN Benefits

401k Plan TypeDefined 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

BURRELL COMMUNICATIONS GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:BURRELL COMMUNICATIONS GROUP, LLC
Employer identification number (EIN):364297766
NAIC Classification:541800

Additional information about BURRELL COMMUNICATIONS GROUP, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-07-10
Company Identification Number: 0803064240
Legal Registered Office Address: 233 N MICHIGAN AVE STE 2900

CHICAGO
United States of America (USA)
60601

More information about BURRELL COMMUNICATIONS GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LOUIS DISILVESTRO
0012016-01-01LOUIS DISILVESTRO
0012015-01-01LOUIS DISILVESTRO
0012014-01-01LOUIS DISILVESTRO
0012013-01-01LOUIS DISILVESTRO
0012012-01-01LOUIS DISILVESTRO
0012011-01-01LOUIS DISILVESTRO
0012010-01-01LOUIS DISILVESTRO
0012009-01-01LOUIS DISILVESTRO

Plan Statistics for BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN

401k plan membership statisitcs for BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN

Measure Date Value
2022: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01156
Number of participants with account balances2022-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01151
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01137
Number of participants with account balances2021-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01151
Number of participants with account balances2020-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-01119
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01147
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01146
Total number of active participants reported on line 7a of the Form 55002018-01-01114
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01144
Number of participants with account balances2018-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01137
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-01104
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01132
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01128
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01124
Number of participants with account balances2015-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-0190
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01125
Number of participants with account balances2014-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01136
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01150
Number of participants with account balances2012-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-01118
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01150
Number of participants with account balances2011-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01141
Total number of active participants reported on line 7a of the Form 55002010-01-01105
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01135
Number of participants with account balances2010-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01151
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01137
Number of participants with account balances2009-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN

Measure Date Value
2022 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,928
Total income from all sources (including contributions)2022-12-31$-1,014,934
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,439,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,431,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$719,924
Value of total assets at end of year2022-12-31$8,056,400
Value of total assets at beginning of year2022-12-31$10,532,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,799
Total interest from all sources2022-12-31$6,847
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$670,618
Participant contributions at end of year2022-12-31$89,214
Participant contributions at beginning of year2022-12-31$124,191
Liabilities. Value of operating payables at end of year2022-12-31$2,193
Liabilities. Value of operating payables at beginning of year2022-12-31$23,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,453,998
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,054,207
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,508,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Income. Interest from loans (other than to participants)2022-12-31$6,847
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$7,967,186
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$10,407,942
Net gain/loss from 103.12 investment entities2022-12-31$-1,741,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$49,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,431,265
Contract administrator fees2022-12-31$7,799
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2022-12-31362897372
2021 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$34,339
Total income from all sources (including contributions)2021-12-31$2,023,499
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,368,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,360,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$658,937
Value of total assets at end of year2021-12-31$10,532,133
Value of total assets at beginning of year2021-12-31$9,887,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,175
Total interest from all sources2021-12-31$7,894
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$7,175
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$610,735
Participant contributions at end of year2021-12-31$124,191
Participant contributions at beginning of year2021-12-31$112,912
Liabilities. Value of operating payables at end of year2021-12-31$23,928
Liabilities. Value of operating payables at beginning of year2021-12-31$34,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$655,429
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,508,205
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,852,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$7,894
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$10,407,942
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$9,774,203
Net gain/loss from 103.12 investment entities2021-12-31$1,356,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$48,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,360,895
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2021-12-31362897372
2020 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$34,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,818
Total income from all sources (including contributions)2020-12-31$1,820,617
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$820,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$816,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$666,785
Value of total assets at end of year2020-12-31$9,887,115
Value of total assets at beginning of year2020-12-31$8,856,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,152
Total interest from all sources2020-12-31$8,782
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$4,152
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$596,318
Participant contributions at end of year2020-12-31$112,912
Participant contributions at beginning of year2020-12-31$138,093
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,480
Liabilities. Value of operating payables at end of year2020-12-31$34,339
Liabilities. Value of operating payables at beginning of year2020-12-31$3,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,000,452
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,852,776
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,852,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$8,782
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$9,774,203
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$8,718,039
Net gain/loss from 103.12 investment entities2020-12-31$1,145,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$50,987
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$816,013
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2020-12-31362897372
2019 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,650
Total income from all sources (including contributions)2019-12-31$2,092,245
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$542,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$539,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$642,945
Value of total assets at end of year2019-12-31$8,856,142
Value of total assets at beginning of year2019-12-31$7,303,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,954
Total interest from all sources2019-12-31$5,671
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$255,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$255,510
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$583,628
Participant contributions at end of year2019-12-31$138,093
Participant contributions at beginning of year2019-12-31$39,516
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,442
Liabilities. Value of operating payables at end of year2019-12-31$3,818
Liabilities. Value of operating payables at beginning of year2019-12-31$1,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,550,137
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,852,324
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,302,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$5,671
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$8,718,039
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$7,264,171
Net gain/loss from 103.12 investment entities2019-12-31$1,188,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$47,875
Employer contributions (assets) at end of year2019-12-31$10
Employer contributions (assets) at beginning of year2019-12-31$150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$539,154
Contract administrator fees2019-12-31$2,954
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2019-12-31362897372
2018 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$761
Total income from all sources (including contributions)2018-12-31$288,527
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$587,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$580,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$595,615
Value of total assets at end of year2018-12-31$7,303,837
Value of total assets at beginning of year2018-12-31$7,602,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,776
Total interest from all sources2018-12-31$2,481
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$538,625
Participant contributions at end of year2018-12-31$39,516
Participant contributions at beginning of year2018-12-31$49,692
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,931
Liabilities. Value of operating payables at end of year2018-12-31$1,650
Liabilities. Value of operating payables at beginning of year2018-12-31$761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-299,240
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,302,187
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,601,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$2,481
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$7,264,171
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$7,552,496
Net gain/loss from 103.12 investment entities2018-12-31$-309,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$43,059
Employer contributions (assets) at end of year2018-12-31$150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$580,991
Contract administrator fees2018-12-31$6,776
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2018-12-31362897372
2017 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,849
Total income from all sources (including contributions)2017-12-31$1,545,073
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$667,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$662,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$519,752
Value of total assets at end of year2017-12-31$7,602,188
Value of total assets at beginning of year2017-12-31$6,729,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,408
Total interest from all sources2017-12-31$2,086
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$476,900
Participant contributions at end of year2017-12-31$49,692
Participant contributions at beginning of year2017-12-31$30,277
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,217
Liabilities. Value of operating payables at end of year2017-12-31$761
Liabilities. Value of operating payables at beginning of year2017-12-31$632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$877,569
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,601,427
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,723,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$2,086
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$7,552,496
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$6,699,430
Net gain/loss from 103.12 investment entities2017-12-31$1,023,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$38,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$662,096
Contract administrator fees2017-12-31$5,408
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2017-12-31362897372
2016 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,211
Total income from all sources (including contributions)2016-12-31$874,786
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$647,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$636,313
Value of total corrective distributions2016-12-31$5,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$521,137
Value of total assets at end of year2016-12-31$6,729,707
Value of total assets at beginning of year2016-12-31$6,528,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,759
Total interest from all sources2016-12-31$1,087
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$458,493
Participant contributions at end of year2016-12-31$30,277
Participant contributions at beginning of year2016-12-31$28,900
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$29,718
Liabilities. Value of operating payables at end of year2016-12-31$632
Liabilities. Value of operating payables at beginning of year2016-12-31$2,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$227,497
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,723,858
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,496,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Income. Interest from loans (other than to participants)2016-12-31$1,087
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$6,699,430
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$6,499,672
Net gain/loss from 103.12 investment entities2016-12-31$352,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$37,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$636,313
Contract administrator fees2016-12-31$5,759
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2016-12-31362897372
2015 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,513
Total income from all sources (including contributions)2015-12-31$685,240
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,671,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,635,763
Value of total corrective distributions2015-12-31$29,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$642,334
Value of total assets at end of year2015-12-31$6,528,572
Value of total assets at beginning of year2015-12-31$7,523,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,463
Total interest from all sources2015-12-31$1,711
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$453,777
Participant contributions at end of year2015-12-31$28,900
Participant contributions at beginning of year2015-12-31$79,704
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$152,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$29,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$37,288
Liabilities. Value of operating payables at end of year2015-12-31$2,493
Liabilities. Value of operating payables at beginning of year2015-12-31$3,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-986,704
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,496,361
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,483,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$1,711
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$6,499,672
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$7,443,399
Net gain/loss from 103.12 investment entities2015-12-31$41,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$36,088
Employer contributions (assets) at beginning of year2015-12-31$475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,635,763
Contract administrator fees2015-12-31$6,463
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MILLER, COOPER & CO., LTD.
Accountancy firm EIN2015-12-31362897372
2014 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,053
Total income from all sources (including contributions)2014-12-31$839,781
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,961,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,947,665
Value of total corrective distributions2014-12-31$2,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$431,817
Value of total assets at end of year2014-12-31$7,523,578
Value of total assets at beginning of year2014-12-31$8,605,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,823
Total interest from all sources2014-12-31$3,695
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$398,245
Participant contributions at end of year2014-12-31$79,704
Participant contributions at beginning of year2014-12-31$153,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$37,288
Liabilities. Value of operating payables at end of year2014-12-31$3,225
Liabilities. Value of operating payables at beginning of year2014-12-31$1,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,121,588
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,483,065
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,604,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$3,695
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$7,443,399
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$8,452,096
Net gain/loss from 103.12 investment entities2014-12-31$404,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$33,572
Employer contributions (assets) at end of year2014-12-31$475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,947,665
Contract administrator fees2014-12-31$10,823
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MILLER, COOPER & CO., LTD.
Accountancy firm EIN2014-12-31362897372
2013 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,602
Total income from all sources (including contributions)2013-12-31$1,734,946
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,742,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,737,234
Value of total corrective distributions2013-12-31$148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$471,418
Value of total assets at end of year2013-12-31$8,605,706
Value of total assets at beginning of year2013-12-31$8,613,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,062
Total interest from all sources2013-12-31$6,066
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$435,937
Participant contributions at end of year2013-12-31$153,610
Participant contributions at beginning of year2013-12-31$195,461
Liabilities. Value of operating payables at end of year2013-12-31$1,053
Liabilities. Value of operating payables at beginning of year2013-12-31$1,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-7,498
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,604,653
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,612,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$6,066
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$8,452,096
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$8,418,292
Net gain/loss from 103.12 investment entities2013-12-31$1,257,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$35,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,737,234
Contract administrator fees2013-12-31$5,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG
Accountancy firm EIN2013-12-31034645596
2012 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,337
Total income from all sources (including contributions)2012-12-31$1,166,496
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$540,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$524,384
Value of total corrective distributions2012-12-31$10,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$474,722
Value of total assets at end of year2012-12-31$8,613,753
Value of total assets at beginning of year2012-12-31$7,989,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,554
Total interest from all sources2012-12-31$7,109
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$412,579
Participant contributions at end of year2012-12-31$195,461
Participant contributions at beginning of year2012-12-31$196,566
Liabilities. Value of operating payables at end of year2012-12-31$1,602
Liabilities. Value of operating payables at beginning of year2012-12-31$3,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$626,039
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,612,151
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,986,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Income. Interest from loans (other than to participants)2012-12-31$7,109
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$8,418,292
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$7,792,883
Net gain/loss from 103.12 investment entities2012-12-31$684,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$62,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$524,384
Contract administrator fees2012-12-31$5,554
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG
Accountancy firm EIN2012-12-31034645596
2011 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,269
Total income from all sources (including contributions)2011-12-31$499,862
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$332,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$322,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$447,363
Value of total assets at end of year2011-12-31$7,989,449
Value of total assets at beginning of year2011-12-31$7,822,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,560
Total interest from all sources2011-12-31$9,268
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$10,560
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$368,077
Participant contributions at end of year2011-12-31$196,566
Participant contributions at beginning of year2011-12-31$250,300
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$41,605
Liabilities. Value of operating payables at end of year2011-12-31$3,337
Liabilities. Value of operating payables at beginning of year2011-12-31$3,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$167,126
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,986,112
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,818,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$9,268
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$7,792,883
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$7,571,955
Net gain/loss from 103.12 investment entities2011-12-31$43,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$37,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$322,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,114
Total income from all sources (including contributions)2010-12-31$1,127,091
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$554,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$548,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$501,128
Value of total assets at end of year2010-12-31$7,822,255
Value of total assets at beginning of year2010-12-31$7,249,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,064
Total interest from all sources2010-12-31$11,022
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,064
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$366,106
Participant contributions at end of year2010-12-31$250,300
Participant contributions at beginning of year2010-12-31$192,144
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$135,022
Liabilities. Value of operating payables at end of year2010-12-31$3,269
Liabilities. Value of operating payables at beginning of year2010-12-31$3,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$572,180
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,818,986
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,246,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$11,022
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$7,571,955
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$7,057,776
Net gain/loss from 103.12 investment entities2010-12-31$614,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$548,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31034645596
2009 : BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN

2022: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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