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BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameBURTON & BURTON PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

BURTON & BURTON PROFIT SHARING AND 401(K) 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

BURTON & BURTON, INC has sponsored the creation of one or more 401k plans.

Company Name:BURTON & BURTON, INC
Employer identification number (EIN):580811291
NAIC Classification:236200

Additional information about BURTON & BURTON, INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1991-09-06
Company Identification Number: C1800969
Legal Registered Office Address: 341 Ponderosa Pines Road

Lewiston
United States of America (USA)
96052

More information about BURTON & BURTON, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURTON & BURTON PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01
0012020-09-01
0012019-09-01
0012019-09-01
0012018-09-01
0012017-09-01
0012016-09-01ROY DRINKARD ROY DRINKARD2018-06-12
0012015-09-01ROY DRINKARD ROY DRINKARD2017-06-13
0012014-09-01ROY DRINKARD ROY DRINKARD2016-06-10
0012013-09-01ROY DRINKARD ROY DRINKARD2015-06-09
0012012-09-01ROY DRINKARD ROY DRINKARD2014-03-25
0012011-09-01ROY DRINKARD ROY DRINKARD2013-05-24
0012010-09-01ROY DRINKARD ROY DRINKARD2012-06-07
0012009-09-01ROY DRINKARD ROY DRINKARD2011-03-28

Plan Statistics for BURTON & BURTON PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for BURTON & BURTON PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2021: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01311
Total number of active participants reported on line 7a of the Form 55002021-09-01221
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-0186
Total of all active and inactive participants2021-09-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01307
Number of participants with account balances2021-09-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-0117
2020: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01297
Total number of active participants reported on line 7a of the Form 55002020-09-01226
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-0167
Total of all active and inactive participants2020-09-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01293
Number of participants with account balances2020-09-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-015
2019: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01301
Total number of active participants reported on line 7a of the Form 55002019-09-01250
Number of retired or separated participants receiving benefits2019-09-0111
Number of other retired or separated participants entitled to future benefits2019-09-0136
Total of all active and inactive participants2019-09-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01297
Number of participants with account balances2019-09-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-011
2018: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01305
Total number of active participants reported on line 7a of the Form 55002018-09-01240
Number of retired or separated participants receiving benefits2018-09-018
Number of other retired or separated participants entitled to future benefits2018-09-0144
Total of all active and inactive participants2018-09-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01292
Number of participants with account balances2018-09-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-015
2017: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01281
Total number of active participants reported on line 7a of the Form 55002017-09-01236
Number of retired or separated participants receiving benefits2017-09-0110
Number of other retired or separated participants entitled to future benefits2017-09-0140
Total of all active and inactive participants2017-09-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01286
Number of participants with account balances2017-09-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-015
2016: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01285
Total number of active participants reported on line 7a of the Form 55002016-09-01228
Number of retired or separated participants receiving benefits2016-09-018
Number of other retired or separated participants entitled to future benefits2016-09-0137
Total of all active and inactive participants2016-09-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01273
Number of participants with account balances2016-09-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-013
2015: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01282
Total number of active participants reported on line 7a of the Form 55002015-09-01235
Number of retired or separated participants receiving benefits2015-09-017
Number of other retired or separated participants entitled to future benefits2015-09-0138
Total of all active and inactive participants2015-09-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01280
Number of participants with account balances2015-09-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-016
2014: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01278
Total number of active participants reported on line 7a of the Form 55002014-09-01235
Number of retired or separated participants receiving benefits2014-09-016
Number of other retired or separated participants entitled to future benefits2014-09-0134
Total of all active and inactive participants2014-09-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01275
Number of participants with account balances2014-09-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-015
2013: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01273
Total number of active participants reported on line 7a of the Form 55002013-09-01232
Number of retired or separated participants receiving benefits2013-09-015
Number of other retired or separated participants entitled to future benefits2013-09-0137
Total of all active and inactive participants2013-09-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01274
Number of participants with account balances2013-09-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-014
2012: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01264
Total number of active participants reported on line 7a of the Form 55002012-09-01233
Number of retired or separated participants receiving benefits2012-09-014
Number of other retired or separated participants entitled to future benefits2012-09-0128
Total of all active and inactive participants2012-09-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01265
Number of participants with account balances2012-09-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-013
2011: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01274
Total number of active participants reported on line 7a of the Form 55002011-09-01233
Number of retired or separated participants receiving benefits2011-09-013
Number of other retired or separated participants entitled to future benefits2011-09-0127
Total of all active and inactive participants2011-09-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01263
Number of participants with account balances2011-09-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-015
2010: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01302
Total number of active participants reported on line 7a of the Form 55002010-09-01242
Number of retired or separated participants receiving benefits2010-09-013
Number of other retired or separated participants entitled to future benefits2010-09-0127
Total of all active and inactive participants2010-09-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01272
Number of participants with account balances2010-09-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-013
2009: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01324
Total number of active participants reported on line 7a of the Form 55002009-09-01255
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0140
Total of all active and inactive participants2009-09-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-011
Total participants2009-09-01296
Number of participants with account balances2009-09-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-0111

Financial Data on BURTON & BURTON PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-5,071,823
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$5,016,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$4,922,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$1,768,204
Value of total assets at end of year2022-08-31$41,164,095
Value of total assets at beginning of year2022-08-31$51,252,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$93,977
Total interest from all sources2022-08-31$13,292
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$695,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$695,220
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$849,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-10,088,758
Value of net assets at end of year (total assets less liabilities)2022-08-31$41,164,095
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$51,252,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Investment advisory and management fees2022-08-31$47,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$38,227,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$47,973,565
Interest on participant loans2022-08-31$0
Income. Interest from loans (other than to participants)2022-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$2,263,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$2,634,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$2,634,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$13,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-7,548,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$918,249
Employer contributions (assets) at end of year2022-08-31$673,183
Employer contributions (assets) at beginning of year2022-08-31$644,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$4,922,958
Contract administrator fees2022-08-31$46,851
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31MARSHALL JONES
Accountancy firm EIN2022-08-31832175462
2021 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$10,610,632
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$2,836,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$2,734,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$1,647,367
Value of total assets at end of year2021-08-31$51,252,853
Value of total assets at beginning of year2021-08-31$43,478,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$102,085
Total interest from all sources2021-08-31$2,268
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$2,198,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$2,198,264
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$763,266
Administrative expenses (other) incurred2021-08-31$62,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$7,774,210
Value of net assets at end of year (total assets less liabilities)2021-08-31$51,252,853
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$43,478,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Investment advisory and management fees2021-08-31$23,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$47,973,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$39,594,320
Interest on participant loans2021-08-31$0
Income. Interest from loans (other than to participants)2021-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$2,634,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$3,762,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$3,762,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$2,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$6,762,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31Yes
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$884,101
Employer contributions (assets) at end of year2021-08-31$644,500
Employer contributions (assets) at beginning of year2021-08-31$122,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$2,734,337
Contract administrator fees2021-08-31$15,585
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31ARGO AND ASSOCIATES LLP
Accountancy firm EIN2021-08-31570781073
2020 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$5,703,466
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$1,803,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$1,699,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$1,596,416
Value of total assets at end of year2020-08-31$43,478,643
Value of total assets at beginning of year2020-08-31$39,578,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$103,976
Total interest from all sources2020-08-31$33,806
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$1,730,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$1,730,436
Administrative expenses professional fees incurred2020-08-31$65,046
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$744,224
Other income not declared elsewhere2020-08-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$3,900,320
Value of net assets at end of year (total assets less liabilities)2020-08-31$43,478,643
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$39,578,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$38,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$39,594,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$35,307,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$3,762,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$3,674,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$3,674,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$33,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$2,342,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$852,192
Employer contributions (assets) at end of year2020-08-31$122,116
Employer contributions (assets) at beginning of year2020-08-31$596,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$1,699,170
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2020-08-31570781073
2019 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$2,130,548
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$2,096,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$1,983,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$1,578,101
Value of total assets at end of year2019-08-31$39,578,323
Value of total assets at beginning of year2019-08-31$39,544,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$113,129
Total interest from all sources2019-08-31$72,361
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$2,126,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$2,126,514
Administrative expenses professional fees incurred2019-08-31$75,155
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$752,226
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$2,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$34,231
Value of net assets at end of year (total assets less liabilities)2019-08-31$39,578,323
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$39,544,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$37,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$35,307,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$36,075,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$3,674,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$2,863,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$2,863,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$72,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-1,646,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$823,665
Employer contributions (assets) at end of year2019-08-31$596,690
Employer contributions (assets) at beginning of year2019-08-31$604,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$1,983,188
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2019-08-31570781073
2018 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$5,693,260
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$2,269,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$2,157,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$1,583,555
Value of total assets at end of year2018-08-31$39,544,092
Value of total assets at beginning of year2018-08-31$36,120,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$112,389
Total interest from all sources2018-08-31$40,499
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$1,862,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$1,862,430
Administrative expenses professional fees incurred2018-08-31$75,834
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$751,556
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$11,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$3,423,702
Value of net assets at end of year (total assets less liabilities)2018-08-31$39,544,092
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$36,120,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$36,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$36,075,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$32,621,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$2,863,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$2,927,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$2,927,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$40,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$2,206,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$820,673
Employer contributions (assets) at end of year2018-08-31$604,744
Employer contributions (assets) at beginning of year2018-08-31$571,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$2,157,169
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2018-08-31570781073
2017 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$5,888,201
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$2,059,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$1,952,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$1,481,879
Value of total assets at end of year2017-08-31$36,120,390
Value of total assets at beginning of year2017-08-31$32,291,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$107,020
Total interest from all sources2017-08-31$15,802
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$1,341,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$1,341,559
Administrative expenses professional fees incurred2017-08-31$74,584
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$710,234
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-08-31$-3,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$3,828,894
Value of net assets at end of year (total assets less liabilities)2017-08-31$36,120,390
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$32,291,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$32,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$32,621,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$28,904,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$2,927,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$2,789,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$2,789,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$15,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$3,048,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$771,645
Employer contributions (assets) at end of year2017-08-31$571,260
Employer contributions (assets) at beginning of year2017-08-31$596,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$1,955,997
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2017-08-31570781073
2016 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$3,952,982
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$1,075,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$975,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$1,523,124
Value of total assets at end of year2016-08-31$32,291,496
Value of total assets at beginning of year2016-08-31$29,414,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$99,597
Total interest from all sources2016-08-31$8,741
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$1,422,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$1,422,538
Administrative expenses professional fees incurred2016-08-31$70,179
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$705,949
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$11,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$2,877,410
Value of net assets at end of year (total assets less liabilities)2016-08-31$32,291,496
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$29,414,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$29,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$28,904,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$26,188,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$2,789,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$2,567,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$2,567,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$8,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$998,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$806,083
Employer contributions (assets) at end of year2016-08-31$596,722
Employer contributions (assets) at beginning of year2016-08-31$657,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$975,975
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2016-08-31570781073
2015 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$1,454,933
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$1,079,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$979,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$1,610,586
Value of total assets at end of year2015-08-31$29,414,086
Value of total assets at beginning of year2015-08-31$29,038,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$99,730
Total interest from all sources2015-08-31$402
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$1,310,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$1,310,738
Administrative expenses professional fees incurred2015-08-31$99,730
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$739,795
Participant contributions at beginning of year2015-08-31$83,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$375,319
Value of net assets at end of year (total assets less liabilities)2015-08-31$29,414,086
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$29,038,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$26,188,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$25,835,233
Value of interest in common/collective trusts at beginning of year2015-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$2,567,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$2,484,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$2,484,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-1,466,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$870,791
Employer contributions (assets) at end of year2015-08-31$657,300
Employer contributions (assets) at beginning of year2015-08-31$636,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$979,884
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2015-08-31570781073
2014 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$5,953,135
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$792,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$690,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$1,489,619
Value of total assets at end of year2014-08-31$29,038,767
Value of total assets at beginning of year2014-08-31$23,877,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$102,291
Total interest from all sources2014-08-31$542
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$901,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$901,554
Administrative expenses professional fees incurred2014-08-31$102,291
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$688,103
Participant contributions at end of year2014-08-31$83,035
Participant contributions at beginning of year2014-08-31$41,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$5,160,779
Value of net assets at end of year (total assets less liabilities)2014-08-31$29,038,767
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$23,877,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$25,835,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$20,499,838
Value of interest in common/collective trusts at end of year2014-08-31$0
Value of interest in common/collective trusts at beginning of year2014-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$2,484,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$2,797,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$2,797,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$3,561,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$801,516
Employer contributions (assets) at end of year2014-08-31$636,034
Employer contributions (assets) at beginning of year2014-08-31$539,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$690,065
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2014-08-31570781073
2013 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$4,724,081
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$1,032,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$964,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$1,513,162
Value of total assets at end of year2013-08-31$23,877,988
Value of total assets at beginning of year2013-08-31$20,186,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$67,814
Total interest from all sources2013-08-31$395
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$664,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$664,534
Administrative expenses professional fees incurred2013-08-31$67,814
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$594,196
Participant contributions at end of year2013-08-31$41,685
Participant contributions at beginning of year2013-08-31$95,860
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$220,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$3,691,420
Value of net assets at end of year (total assets less liabilities)2013-08-31$23,877,988
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$20,186,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$20,499,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$16,829,823
Value of interest in common/collective trusts at end of year2013-08-31$0
Value of interest in common/collective trusts at beginning of year2013-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$2,797,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$2,709,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$2,709,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$2,545,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$698,039
Employer contributions (assets) at end of year2013-08-31$539,060
Employer contributions (assets) at beginning of year2013-08-31$551,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$964,847
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2013-08-31570781073
2012 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$3,082,255
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$669,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$601,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,355,439
Value of total assets at end of year2012-08-31$20,186,568
Value of total assets at beginning of year2012-08-31$17,773,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$67,558
Total interest from all sources2012-08-31$431
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$491,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$491,677
Administrative expenses professional fees incurred2012-08-31$67,558
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$652,594
Participant contributions at end of year2012-08-31$95,860
Participant contributions at beginning of year2012-08-31$66,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$2,412,862
Value of net assets at end of year (total assets less liabilities)2012-08-31$20,186,568
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$17,773,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$16,829,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$14,396,902
Value of interest in common/collective trusts at end of year2012-08-31$0
Value of interest in common/collective trusts at beginning of year2012-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$2,709,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$2,894,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$2,894,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$1,234,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$702,845
Employer contributions (assets) at end of year2012-08-31$551,704
Employer contributions (assets) at beginning of year2012-08-31$416,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$601,835
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2012-08-31570781073
2011 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$3,171,508
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$1,288,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$1,230,135
Value of total corrective distributions2011-08-31$728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$1,183,362
Value of total assets at end of year2011-08-31$17,773,706
Value of total assets at beginning of year2011-08-31$15,890,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$57,610
Total interest from all sources2011-08-31$544
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$377,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$377,069
Administrative expenses professional fees incurred2011-08-31$57,610
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$609,143
Participant contributions at end of year2011-08-31$66,080
Participant contributions at beginning of year2011-08-31$83,459
Other income not declared elsewhere2011-08-31$1,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$1,883,035
Value of net assets at end of year (total assets less liabilities)2011-08-31$17,773,706
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$15,890,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$14,396,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$12,133,857
Value of interest in common/collective trusts at end of year2011-08-31$0
Value of interest in common/collective trusts at beginning of year2011-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$2,894,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$3,236,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$3,236,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$1,608,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$574,219
Employer contributions (assets) at end of year2011-08-31$416,395
Employer contributions (assets) at beginning of year2011-08-31$437,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$1,230,135
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31ARGO & ASSOCIATES, LLP
Accountancy firm EIN2011-08-31570781073
2010 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for BURTON & BURTON PROFIT SHARING AND 401(K) PLAN

2021: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedYes
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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