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Plan Name | BURTON & BURTON PROFIT SHARING AND 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-09-01 | ||||
001 | 2020-09-01 | ||||
001 | 2019-09-01 | ||||
001 | 2019-09-01 | ||||
001 | 2018-09-01 | ||||
001 | 2017-09-01 | ||||
001 | 2016-09-01 | ROY DRINKARD | ROY DRINKARD | 2018-06-12 | |
001 | 2015-09-01 | ROY DRINKARD | ROY DRINKARD | 2017-06-13 | |
001 | 2014-09-01 | ROY DRINKARD | ROY DRINKARD | 2016-06-10 | |
001 | 2013-09-01 | ROY DRINKARD | ROY DRINKARD | 2015-06-09 | |
001 | 2012-09-01 | ROY DRINKARD | ROY DRINKARD | 2014-03-25 | |
001 | 2011-09-01 | ROY DRINKARD | ROY DRINKARD | 2013-05-24 | |
001 | 2010-09-01 | ROY DRINKARD | ROY DRINKARD | 2012-06-07 | |
001 | 2009-09-01 | ROY DRINKARD | ROY DRINKARD | 2011-03-28 |
Measure | Date | Value |
---|---|---|
2021: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-09-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 221 |
Number of retired or separated participants receiving benefits | 2021-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 86 |
Total of all active and inactive participants | 2021-09-01 | 307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-09-01 | 0 |
Total participants | 2021-09-01 | 307 |
Number of participants with account balances | 2021-09-01 | 297 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-09-01 | 17 |
2020: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-09-01 | 297 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 226 |
Number of retired or separated participants receiving benefits | 2020-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 67 |
Total of all active and inactive participants | 2020-09-01 | 293 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-09-01 | 0 |
Total participants | 2020-09-01 | 293 |
Number of participants with account balances | 2020-09-01 | 281 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-09-01 | 5 |
2019: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-09-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 250 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 36 |
Total of all active and inactive participants | 2019-09-01 | 297 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-09-01 | 0 |
Total participants | 2019-09-01 | 297 |
Number of participants with account balances | 2019-09-01 | 286 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-09-01 | 1 |
2018: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-09-01 | 305 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 240 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 44 |
Total of all active and inactive participants | 2018-09-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 0 |
Total participants | 2018-09-01 | 292 |
Number of participants with account balances | 2018-09-01 | 280 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-09-01 | 5 |
2017: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-09-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 236 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 40 |
Total of all active and inactive participants | 2017-09-01 | 286 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-01 | 0 |
Total participants | 2017-09-01 | 286 |
Number of participants with account balances | 2017-09-01 | 268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-01 | 5 |
2016: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-09-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 228 |
Number of retired or separated participants receiving benefits | 2016-09-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 37 |
Total of all active and inactive participants | 2016-09-01 | 273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-09-01 | 0 |
Total participants | 2016-09-01 | 273 |
Number of participants with account balances | 2016-09-01 | 266 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-09-01 | 3 |
2015: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-09-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 235 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 38 |
Total of all active and inactive participants | 2015-09-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-09-01 | 0 |
Total participants | 2015-09-01 | 280 |
Number of participants with account balances | 2015-09-01 | 274 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-09-01 | 6 |
2014: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-09-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 235 |
Number of retired or separated participants receiving benefits | 2014-09-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 34 |
Total of all active and inactive participants | 2014-09-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-09-01 | 0 |
Total participants | 2014-09-01 | 275 |
Number of participants with account balances | 2014-09-01 | 271 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-09-01 | 5 |
2013: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-09-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 232 |
Number of retired or separated participants receiving benefits | 2013-09-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 37 |
Total of all active and inactive participants | 2013-09-01 | 274 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-09-01 | 0 |
Total participants | 2013-09-01 | 274 |
Number of participants with account balances | 2013-09-01 | 264 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-09-01 | 4 |
2012: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-09-01 | 264 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 233 |
Number of retired or separated participants receiving benefits | 2012-09-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 28 |
Total of all active and inactive participants | 2012-09-01 | 265 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-09-01 | 0 |
Total participants | 2012-09-01 | 265 |
Number of participants with account balances | 2012-09-01 | 259 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-09-01 | 3 |
2011: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-09-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 233 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 27 |
Total of all active and inactive participants | 2011-09-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 0 |
Total participants | 2011-09-01 | 263 |
Number of participants with account balances | 2011-09-01 | 261 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 5 |
2010: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-09-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 242 |
Number of retired or separated participants receiving benefits | 2010-09-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-09-01 | 27 |
Total of all active and inactive participants | 2010-09-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-09-01 | 0 |
Total participants | 2010-09-01 | 272 |
Number of participants with account balances | 2010-09-01 | 267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-09-01 | 3 |
2009: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 324 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 255 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 40 |
Total of all active and inactive participants | 2009-09-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 1 |
Total participants | 2009-09-01 | 296 |
Number of participants with account balances | 2009-09-01 | 293 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 11 |
Measure | Date | Value |
---|---|---|
2022 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-08-31 | $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 assets | 2022-08-31 | $0 |
Total of all expenses incurred | 2022-08-31 | $5,016,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-08-31 | $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 year | 2022-08-31 | $41,164,095 |
Value of total assets at beginning of year | 2022-08-31 | $51,252,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-08-31 | $93,977 |
Total interest from all sources | 2022-08-31 | $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 year | 2022-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-08-31 | $695,220 |
Was this plan covered by a fidelity bond | 2022-08-31 | Yes |
Value of fidelity bond cover | 2022-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-08-31 | No |
Contributions received from participants | 2022-08-31 | $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 appraiser | 2022-08-31 | No |
Value of net income/loss | 2022-08-31 | $-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) | 2022-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-08-31 | No |
Investment advisory and management fees | 2022-08-31 | $47,126 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-08-31 | $38,227,273 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-08-31 | $47,973,565 |
Interest on participant loans | 2022-08-31 | $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 year | 2022-08-31 | $2,263,639 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-08-31 | $2,634,788 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-08-31 | $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 assets | 2022-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-08-31 | No |
Contributions received in cash from employer | 2022-08-31 | $918,249 |
Employer contributions (assets) at end of year | 2022-08-31 | $673,183 |
Employer contributions (assets) at beginning of year | 2022-08-31 | $644,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-08-31 | $4,922,958 |
Contract administrator fees | 2022-08-31 | $46,851 |
Did the plan have assets held for investment | 2022-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-08-31 | Unqualified |
Accountancy firm name | 2022-08-31 | MARSHALL JONES |
Accountancy firm EIN | 2022-08-31 | 832175462 |
2021 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-08-31 | $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 assets | 2021-08-31 | $0 |
Total of all expenses incurred | 2021-08-31 | $2,836,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-08-31 | $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 year | 2021-08-31 | $51,252,853 |
Value of total assets at beginning of year | 2021-08-31 | $43,478,643 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-08-31 | $102,085 |
Total interest from all sources | 2021-08-31 | $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 year | 2021-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-08-31 | $2,198,264 |
Was this plan covered by a fidelity bond | 2021-08-31 | Yes |
Value of fidelity bond cover | 2021-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-08-31 | No |
Contributions received from participants | 2021-08-31 | $763,266 |
Administrative expenses (other) incurred | 2021-08-31 | $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 appraiser | 2021-08-31 | No |
Value of net income/loss | 2021-08-31 | $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) | 2021-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-08-31 | No |
Investment advisory and management fees | 2021-08-31 | $23,835 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-08-31 | $47,973,565 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-08-31 | $39,594,320 |
Interest on participant loans | 2021-08-31 | $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 year | 2021-08-31 | $2,634,788 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-08-31 | $3,762,207 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-08-31 | $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 assets | 2021-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-08-31 | No |
Contributions received in cash from employer | 2021-08-31 | $884,101 |
Employer contributions (assets) at end of year | 2021-08-31 | $644,500 |
Employer contributions (assets) at beginning of year | 2021-08-31 | $122,116 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-08-31 | $2,734,337 |
Contract administrator fees | 2021-08-31 | $15,585 |
Did the plan have assets held for investment | 2021-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-08-31 | Disclaimer |
Accountancy firm name | 2021-08-31 | ARGO AND ASSOCIATES LLP |
Accountancy firm EIN | 2021-08-31 | 570781073 |
2020 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-08-31 | $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 assets | 2020-08-31 | $0 |
Total of all expenses incurred | 2020-08-31 | $1,803,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-31 | $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 year | 2020-08-31 | $43,478,643 |
Value of total assets at beginning of year | 2020-08-31 | $39,578,323 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-31 | $103,976 |
Total interest from all sources | 2020-08-31 | $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 year | 2020-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-08-31 | $1,730,436 |
Administrative expenses professional fees incurred | 2020-08-31 | $65,046 |
Was this plan covered by a fidelity bond | 2020-08-31 | Yes |
Value of fidelity bond cover | 2020-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-08-31 | No |
Contributions received from participants | 2020-08-31 | $744,224 |
Other income not declared elsewhere | 2020-08-31 | $13 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
Value of net income/loss | 2020-08-31 | $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) | 2020-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-08-31 | No |
Investment advisory and management fees | 2020-08-31 | $38,930 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-08-31 | $39,594,320 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-08-31 | $35,307,585 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-08-31 | $3,762,207 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-08-31 | $3,674,048 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-08-31 | $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 assets | 2020-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-08-31 | No |
Contributions received in cash from employer | 2020-08-31 | $852,192 |
Employer contributions (assets) at end of year | 2020-08-31 | $122,116 |
Employer contributions (assets) at beginning of year | 2020-08-31 | $596,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-08-31 | $1,699,170 |
Did the plan have assets held for investment | 2020-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-08-31 | Disclaimer |
Accountancy firm name | 2020-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2020-08-31 | 570781073 |
2019 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-08-31 | $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 assets | 2019-08-31 | $0 |
Total of all expenses incurred | 2019-08-31 | $2,096,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-08-31 | $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 year | 2019-08-31 | $39,578,323 |
Value of total assets at beginning of year | 2019-08-31 | $39,544,092 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-08-31 | $113,129 |
Total interest from all sources | 2019-08-31 | $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 year | 2019-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-08-31 | $2,126,514 |
Administrative expenses professional fees incurred | 2019-08-31 | $75,155 |
Was this plan covered by a fidelity bond | 2019-08-31 | Yes |
Value of fidelity bond cover | 2019-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-08-31 | No |
Contributions received from participants | 2019-08-31 | $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 appraiser | 2019-08-31 | No |
Value of net income/loss | 2019-08-31 | $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) | 2019-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-08-31 | No |
Investment advisory and management fees | 2019-08-31 | $37,974 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-08-31 | $35,307,585 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-08-31 | $36,075,939 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-08-31 | $3,674,048 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-08-31 | $2,863,409 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-08-31 | $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 assets | 2019-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-08-31 | No |
Contributions received in cash from employer | 2019-08-31 | $823,665 |
Employer contributions (assets) at end of year | 2019-08-31 | $596,690 |
Employer contributions (assets) at beginning of year | 2019-08-31 | $604,744 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-08-31 | $1,983,188 |
Did the plan have assets held for investment | 2019-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-08-31 | Disclaimer |
Accountancy firm name | 2019-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2019-08-31 | 570781073 |
2018 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-08-31 | $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 assets | 2018-08-31 | $0 |
Total of all expenses incurred | 2018-08-31 | $2,269,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-08-31 | $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 year | 2018-08-31 | $39,544,092 |
Value of total assets at beginning of year | 2018-08-31 | $36,120,390 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-08-31 | $112,389 |
Total interest from all sources | 2018-08-31 | $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 year | 2018-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-08-31 | $1,862,430 |
Administrative expenses professional fees incurred | 2018-08-31 | $75,834 |
Was this plan covered by a fidelity bond | 2018-08-31 | Yes |
Value of fidelity bond cover | 2018-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-08-31 | No |
Contributions received from participants | 2018-08-31 | $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 appraiser | 2018-08-31 | No |
Value of net income/loss | 2018-08-31 | $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) | 2018-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-08-31 | No |
Investment advisory and management fees | 2018-08-31 | $36,555 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-08-31 | $36,075,939 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-08-31 | $32,621,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-08-31 | $2,863,409 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-08-31 | $2,927,774 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-08-31 | $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 assets | 2018-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-08-31 | No |
Contributions received in cash from employer | 2018-08-31 | $820,673 |
Employer contributions (assets) at end of year | 2018-08-31 | $604,744 |
Employer contributions (assets) at beginning of year | 2018-08-31 | $571,260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-08-31 | $2,157,169 |
Did the plan have assets held for investment | 2018-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-08-31 | Disclaimer |
Accountancy firm name | 2018-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2018-08-31 | 570781073 |
2017 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-08-31 | $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 assets | 2017-08-31 | $0 |
Total of all expenses incurred | 2017-08-31 | $2,059,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-08-31 | $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 year | 2017-08-31 | $36,120,390 |
Value of total assets at beginning of year | 2017-08-31 | $32,291,496 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-08-31 | $107,020 |
Total interest from all sources | 2017-08-31 | $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 year | 2017-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-08-31 | $1,341,559 |
Administrative expenses professional fees incurred | 2017-08-31 | $74,584 |
Was this plan covered by a fidelity bond | 2017-08-31 | Yes |
Value of fidelity bond cover | 2017-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-08-31 | No |
Contributions received from participants | 2017-08-31 | $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 appraiser | 2017-08-31 | No |
Value of net income/loss | 2017-08-31 | $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) | 2017-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-08-31 | No |
Investment advisory and management fees | 2017-08-31 | $32,436 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-08-31 | $32,621,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-08-31 | $28,904,998 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-08-31 | $2,927,774 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-08-31 | $2,789,776 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-08-31 | $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 assets | 2017-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-08-31 | No |
Contributions received in cash from employer | 2017-08-31 | $771,645 |
Employer contributions (assets) at end of year | 2017-08-31 | $571,260 |
Employer contributions (assets) at beginning of year | 2017-08-31 | $596,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-08-31 | $1,955,997 |
Did the plan have assets held for investment | 2017-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-08-31 | Disclaimer |
Accountancy firm name | 2017-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2017-08-31 | 570781073 |
2016 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-08-31 | $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 assets | 2016-08-31 | $0 |
Total of all expenses incurred | 2016-08-31 | $1,075,572 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-08-31 | $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 year | 2016-08-31 | $32,291,496 |
Value of total assets at beginning of year | 2016-08-31 | $29,414,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-08-31 | $99,597 |
Total interest from all sources | 2016-08-31 | $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 year | 2016-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-08-31 | $1,422,538 |
Administrative expenses professional fees incurred | 2016-08-31 | $70,179 |
Was this plan covered by a fidelity bond | 2016-08-31 | Yes |
Value of fidelity bond cover | 2016-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-08-31 | No |
Contributions received from participants | 2016-08-31 | $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 appraiser | 2016-08-31 | No |
Value of net income/loss | 2016-08-31 | $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) | 2016-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-08-31 | No |
Investment advisory and management fees | 2016-08-31 | $29,418 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-08-31 | $28,904,998 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-08-31 | $26,188,802 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-08-31 | $2,789,776 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-08-31 | $2,567,984 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-08-31 | $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 assets | 2016-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-08-31 | No |
Contributions received in cash from employer | 2016-08-31 | $806,083 |
Employer contributions (assets) at end of year | 2016-08-31 | $596,722 |
Employer contributions (assets) at beginning of year | 2016-08-31 | $657,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-08-31 | $975,975 |
Did the plan have assets held for investment | 2016-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-08-31 | Disclaimer |
Accountancy firm name | 2016-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2016-08-31 | 570781073 |
2015 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-08-31 | $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 assets | 2015-08-31 | $0 |
Total of all expenses incurred | 2015-08-31 | $1,079,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-08-31 | $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 year | 2015-08-31 | $29,414,086 |
Value of total assets at beginning of year | 2015-08-31 | $29,038,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-08-31 | $99,730 |
Total interest from all sources | 2015-08-31 | $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 year | 2015-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-08-31 | $1,310,738 |
Administrative expenses professional fees incurred | 2015-08-31 | $99,730 |
Was this plan covered by a fidelity bond | 2015-08-31 | Yes |
Value of fidelity bond cover | 2015-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-08-31 | No |
Contributions received from participants | 2015-08-31 | $739,795 |
Participant contributions at beginning of year | 2015-08-31 | $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 appraiser | 2015-08-31 | No |
Value of net income/loss | 2015-08-31 | $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) | 2015-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-08-31 | $26,188,802 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-08-31 | $25,835,233 |
Value of interest in common/collective trusts at beginning of year | 2015-08-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-08-31 | $2,567,984 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-08-31 | $2,484,465 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-08-31 | $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 assets | 2015-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-08-31 | No |
Contributions received in cash from employer | 2015-08-31 | $870,791 |
Employer contributions (assets) at end of year | 2015-08-31 | $657,300 |
Employer contributions (assets) at beginning of year | 2015-08-31 | $636,034 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-08-31 | $979,884 |
Did the plan have assets held for investment | 2015-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-08-31 | Disclaimer |
Accountancy firm name | 2015-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2015-08-31 | 570781073 |
2014 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-08-31 | $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 assets | 2014-08-31 | $0 |
Total of all expenses incurred | 2014-08-31 | $792,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $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 year | 2014-08-31 | $29,038,767 |
Value of total assets at beginning of year | 2014-08-31 | $23,877,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-31 | $102,291 |
Total interest from all sources | 2014-08-31 | $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 year | 2014-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-08-31 | $901,554 |
Administrative expenses professional fees incurred | 2014-08-31 | $102,291 |
Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
Value of fidelity bond cover | 2014-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
Contributions received from participants | 2014-08-31 | $688,103 |
Participant contributions at end of year | 2014-08-31 | $83,035 |
Participant contributions at beginning of year | 2014-08-31 | $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 appraiser | 2014-08-31 | No |
Value of net income/loss | 2014-08-31 | $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) | 2014-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-08-31 | $25,835,233 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-08-31 | $20,499,838 |
Value of interest in common/collective trusts at end of year | 2014-08-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-08-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-08-31 | $2,484,465 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-08-31 | $2,797,405 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-08-31 | $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 assets | 2014-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
Contributions received in cash from employer | 2014-08-31 | $801,516 |
Employer contributions (assets) at end of year | 2014-08-31 | $636,034 |
Employer contributions (assets) at beginning of year | 2014-08-31 | $539,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-08-31 | $690,065 |
Did the plan have assets held for investment | 2014-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Disclaimer |
Accountancy firm name | 2014-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2014-08-31 | 570781073 |
2013 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-08-31 | $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 assets | 2013-08-31 | $0 |
Total of all expenses incurred | 2013-08-31 | $1,032,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $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 year | 2013-08-31 | $23,877,988 |
Value of total assets at beginning of year | 2013-08-31 | $20,186,568 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-08-31 | $67,814 |
Total interest from all sources | 2013-08-31 | $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 year | 2013-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-08-31 | $664,534 |
Administrative expenses professional fees incurred | 2013-08-31 | $67,814 |
Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
Value of fidelity bond cover | 2013-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
Contributions received from participants | 2013-08-31 | $594,196 |
Participant contributions at end of year | 2013-08-31 | $41,685 |
Participant contributions at beginning of year | 2013-08-31 | $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 appraiser | 2013-08-31 | No |
Value of net income/loss | 2013-08-31 | $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) | 2013-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-08-31 | $20,499,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-08-31 | $16,829,823 |
Value of interest in common/collective trusts at end of year | 2013-08-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-08-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-08-31 | $2,797,405 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-08-31 | $2,709,181 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-08-31 | $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 assets | 2013-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
Contributions received in cash from employer | 2013-08-31 | $698,039 |
Employer contributions (assets) at end of year | 2013-08-31 | $539,060 |
Employer contributions (assets) at beginning of year | 2013-08-31 | $551,704 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-08-31 | $964,847 |
Did the plan have assets held for investment | 2013-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Disclaimer |
Accountancy firm name | 2013-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2013-08-31 | 570781073 |
2012 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-08-31 | $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 assets | 2012-08-31 | $0 |
Total of all expenses incurred | 2012-08-31 | $669,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $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 year | 2012-08-31 | $20,186,568 |
Value of total assets at beginning of year | 2012-08-31 | $17,773,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $67,558 |
Total interest from all sources | 2012-08-31 | $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 year | 2012-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-08-31 | $491,677 |
Administrative expenses professional fees incurred | 2012-08-31 | $67,558 |
Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
Value of fidelity bond cover | 2012-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
Contributions received from participants | 2012-08-31 | $652,594 |
Participant contributions at end of year | 2012-08-31 | $95,860 |
Participant contributions at beginning of year | 2012-08-31 | $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 appraiser | 2012-08-31 | No |
Value of net income/loss | 2012-08-31 | $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) | 2012-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-08-31 | $16,829,823 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-08-31 | $14,396,902 |
Value of interest in common/collective trusts at end of year | 2012-08-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-08-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-08-31 | $2,709,181 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-08-31 | $2,894,329 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-08-31 | $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 assets | 2012-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
Contributions received in cash from employer | 2012-08-31 | $702,845 |
Employer contributions (assets) at end of year | 2012-08-31 | $551,704 |
Employer contributions (assets) at beginning of year | 2012-08-31 | $416,395 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-08-31 | $601,835 |
Did the plan have assets held for investment | 2012-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-08-31 | Disclaimer |
Accountancy firm name | 2012-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2012-08-31 | 570781073 |
2011 : BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-08-31 | $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 assets | 2011-08-31 | $0 |
Total of all expenses incurred | 2011-08-31 | $1,288,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $1,230,135 |
Value of total corrective distributions | 2011-08-31 | $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 year | 2011-08-31 | $17,773,706 |
Value of total assets at beginning of year | 2011-08-31 | $15,890,671 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $57,610 |
Total interest from all sources | 2011-08-31 | $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 year | 2011-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-08-31 | $377,069 |
Administrative expenses professional fees incurred | 2011-08-31 | $57,610 |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Contributions received from participants | 2011-08-31 | $609,143 |
Participant contributions at end of year | 2011-08-31 | $66,080 |
Participant contributions at beginning of year | 2011-08-31 | $83,459 |
Other income not declared elsewhere | 2011-08-31 | $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 appraiser | 2011-08-31 | No |
Value of net income/loss | 2011-08-31 | $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) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-08-31 | $14,396,902 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-08-31 | $12,133,857 |
Value of interest in common/collective trusts at end of year | 2011-08-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-08-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-08-31 | $2,894,329 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-08-31 | $3,236,047 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-08-31 | $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 assets | 2011-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Contributions received in cash from employer | 2011-08-31 | $574,219 |
Employer contributions (assets) at end of year | 2011-08-31 | $416,395 |
Employer contributions (assets) at beginning of year | 2011-08-31 | $437,308 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $1,230,135 |
Did the plan have assets held for investment | 2011-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Disclaimer |
Accountancy firm name | 2011-08-31 | ARGO & ASSOCIATES, LLP |
Accountancy firm EIN | 2011-08-31 | 570781073 |
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 securities | 2010-08-31 | $0 |
2021: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | Submission has been amended | No |
2021-09-01 | This submission is the final filing | No |
2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-09-01 | Plan is a collectively bargained plan | No |
2021-09-01 | Plan funding arrangement – Trust | Yes |
2021-09-01 | Plan benefit arrangement - Trust | Yes |
2020: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses | ||
2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Submission has been amended | No |
2020-09-01 | This submission is the final filing | No |
2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-09-01 | Plan is a collectively bargained plan | No |
2020-09-01 | Plan funding arrangement – Trust | Yes |
2020-09-01 | Plan benefit arrangement - Trust | Yes |
2019: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses | ||
2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Submission has been amended | Yes |
2019-09-01 | This submission is the final filing | No |
2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-09-01 | Plan is a collectively bargained plan | No |
2019-09-01 | Plan funding arrangement – Trust | Yes |
2019-09-01 | Plan benefit arrangement - Trust | Yes |
2018: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses | ||
2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Submission has been amended | No |
2018-09-01 | This submission is the final filing | No |
2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-09-01 | Plan is a collectively bargained plan | No |
2018-09-01 | Plan funding arrangement – Trust | Yes |
2018-09-01 | Plan benefit arrangement - Trust | Yes |
2017: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses | ||
2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Submission has been amended | No |
2017-09-01 | This submission is the final filing | No |
2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-09-01 | Plan is a collectively bargained plan | No |
2017-09-01 | Plan funding arrangement – Trust | Yes |
2017-09-01 | Plan benefit arrangement - Trust | Yes |
2016: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses | ||
2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Submission has been amended | No |
2016-09-01 | This submission is the final filing | No |
2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-09-01 | Plan is a collectively bargained plan | No |
2016-09-01 | Plan funding arrangement – Trust | Yes |
2016-09-01 | Plan benefit arrangement - Trust | Yes |
2015: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses | ||
2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Submission has been amended | No |
2015-09-01 | This submission is the final filing | No |
2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-09-01 | Plan is a collectively bargained plan | No |
2015-09-01 | Plan funding arrangement – Trust | Yes |
2015-09-01 | Plan benefit arrangement - Trust | Yes |
2014: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses | ||
2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Submission has been amended | No |
2014-09-01 | This submission is the final filing | No |
2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-09-01 | Plan is a collectively bargained plan | No |
2014-09-01 | Plan funding arrangement – Trust | Yes |
2014-09-01 | Plan benefit arrangement - Trust | Yes |
2013: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses | ||
2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Submission has been amended | No |
2013-09-01 | This submission is the final filing | No |
2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-09-01 | Plan is a collectively bargained plan | No |
2013-09-01 | Plan funding arrangement – Trust | Yes |
2013-09-01 | Plan benefit arrangement - Trust | Yes |
2012: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses | ||
2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-09-01 | Plan is a collectively bargained plan | No |
2012-09-01 | Plan funding arrangement – Trust | Yes |
2012-09-01 | Plan benefit arrangement - Trust | Yes |
2011: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses | ||
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | No |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2010: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2010 form 5500 responses | ||
2010-09-01 | Type of plan entity | Single employer plan |
2010-09-01 | Submission has been amended | No |
2010-09-01 | This submission is the final filing | No |
2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-09-01 | Plan is a collectively bargained plan | No |
2010-09-01 | Plan funding arrangement – Trust | Yes |
2010-09-01 | Plan benefit arrangement - Trust | Yes |
2009: BURTON & BURTON PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses | ||
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |