BURDINE ANDERSON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-10 | 36858 |
| Net assets as of the end of the plan year | 2025-09-10 | 634898 |
| Total assets as of the beginning of the plan year | 2025-09-10 | 553174 |
| Value of plan covered by a fidelity bond | 2025-09-10 | 75000 |
| Participant contributions to plan in this plan year | 2025-09-10 | 39048 |
| Value of participant loans at end of plan year | 2025-09-10 | 25598 |
| Other income to plan in this plan year | 2025-09-10 | 47475 |
| Plan net income in this plan year | 2025-09-10 | 81724 |
| Net assets as of the end of the plan year | 2025-09-10 | 634898 |
| Net assets as of the beginning of the plan year | 2025-09-10 | 553174 |
| Employer contributions to plan in this plan year | 2025-09-10 | 32059 |
| Fees paid to broker by Benefit Provider | 2025-09-10 | 560 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-10 | 595 |
| 2024 : BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-16 | 1346 |
| Net assets as of the end of the plan year | 2024-05-16 | 553174 |
| Total assets as of the beginning of the plan year | 2024-05-16 | 460253 |
| Value of plan covered by a fidelity bond | 2024-05-16 | 75000 |
| Participant contributions to plan in this plan year | 2024-05-16 | 38298 |
| Value of participant loans at end of plan year | 2024-05-16 | 7667 |
| Other income to plan in this plan year | 2024-05-16 | 55969 |
| Plan net income in this plan year | 2024-05-16 | 92921 |
| Net assets as of the end of the plan year | 2024-05-16 | 553174 |
| Net assets as of the beginning of the plan year | 2024-05-16 | 460253 |
| Fees paid to broker by Benefit Provider | 2024-05-16 | 493 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-16 | 30 |
| 2022 : BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-06 | 45520 |
| Net assets as of the end of the plan year | 2022-05-06 | 491615 |
| Total assets as of the beginning of the plan year | 2022-05-06 | 451821 |
| Value of plan covered by a fidelity bond | 2022-05-06 | 75000 |
| Participant contributions to plan in this plan year | 2022-05-06 | 35342 |
| Value of participant loans at end of plan year | 2022-05-06 | 10962 |
| Other contributions to plan in this plan year | 2022-05-06 | 0 |
| Other income to plan in this plan year | 2022-05-06 | 49972 |
| Plan net income in this plan year | 2022-05-06 | 39794 |
| Net assets as of the end of the plan year | 2022-05-06 | 491615 |
| Net assets as of the beginning of the plan year | 2022-05-06 | 451821 |
| Employer contributions to plan in this plan year | 2022-05-06 | 0 |
| Fees paid to broker by Benefit Provider | 2022-05-06 | 301 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-06 | 155 |
| 2014 : BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $255,090 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $469,959 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $469,316 |
| Total plan assets at end of year | 2014-12-31 | $703,325 |
| Total plan assets at beginning of year | 2014-12-31 | $918,194 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $44,943 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $643 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $189,000 |
| Other income received | 2014-12-31 | $21,147 |
| Net income (gross income less expenses) | 2014-12-31 | $-214,869 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $703,325 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $918,194 |
| Assets. Value of participant loans | 2014-12-31 | $2,865 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $973 |
| Assets. Value of employer securities | 2014-12-31 | $596,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| 2013 : BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $102,587 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,772 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,547 |
| Total plan assets at end of year | 2013-12-31 | $918,194 |
| Total plan assets at beginning of year | 2013-12-31 | $819,379 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $44,305 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $225 |
| Other income received | 2013-12-31 | $58,282 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $98,815 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $918,194 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $819,379 |
| Assets. Value of participant loans | 2013-12-31 | $3,657 |
| Assets. Value of employer securities | 2013-12-31 | $596,000 |
| 2011 : BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $340,918 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $69,426 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $69,321 |
| Total plan assets at end of year | 2011-12-31 | $752,783 |
| Total plan assets at beginning of year | 2011-12-31 | $481,291 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $41,862 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $105 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $304,500 |
| Other income received | 2011-12-31 | $-5,444 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $271,492 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $752,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $481,291 |
| Assets. Value of employer real property | 2011-12-31 | $596,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| 2010 : BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $288,285 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,055 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $980 |
| Total plan assets at end of year | 2010-12-31 | $481,291 |
| Total plan assets at beginning of year | 2010-12-31 | $194,032 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $40,981 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $75 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $225,000 |
| Other income received | 2010-12-31 | $22,304 |
| Net income (gross income less expenses) | 2010-12-31 | $287,230 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $481,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $194,032 |
| Assets. Value of participant loans | 2010-12-31 | $8,481 |
| Assets. Value of employer securities | 2010-12-31 | $225,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| 2014: BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BURDINE-ANDERSON 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
