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BURNS CUNNINGHAM & MACKEY PC 401k Plan overview

Plan NameBURNS CUNNINGHAM & MACKEY PC
Plan identification number 001

BURNS CUNNINGHAM & MACKEY PC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BURNS CUNNINGHAM & MACKEY PC has sponsored the creation of one or more 401k plans.

Company Name:BURNS CUNNINGHAM & MACKEY PC
Employer identification number (EIN):630998172
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURNS CUNNINGHAM & MACKEY PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TROY SCHWANT2023-07-11 TROY SCHWANT2023-07-11
0012021-01-01TROY SCHWANT2022-07-27 TROY SCHWANT2022-07-27
0012020-01-01TROY SCHWANT2021-09-01 TROY SCHWANT2021-09-01
0012019-01-01TROY SCHWANT2020-07-08 TROY SCHWANT2020-07-08
0012018-01-01TROY SCHWANT2019-10-02 TROY SCHWANT2019-10-02
0012017-01-01WILLIAM CUNNINGHAM2018-07-31 WILLIAM CUNNINGHAM2018-07-31
0012016-01-01WILLIAM CUNNINGHAM2017-07-20 WILLIAM CUNNINGHAM2017-07-20
0012016-01-01WILLIAM CUNNINGHAM2017-12-22 WILLIAM CUNNINGHAM2017-12-22
0012015-01-01JOHN SHIELDS
0012014-01-01JOHN SHIELDS
0012013-01-01JOHN SHIELDS
0012012-01-01TROY T. SCHWANT
0012011-01-01JOHN R SHIELDS, SERVICE PROVIDER
0012010-01-01JOHN R SHIELDS
0012009-01-01JOHN R SHIELDS, SERVICE PROVIDER

Plan Statistics for BURNS CUNNINGHAM & MACKEY PC

401k plan membership statisitcs for BURNS CUNNINGHAM & MACKEY PC

Measure Date Value
2015: BURNS CUNNINGHAM & MACKEY PC 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BURNS CUNNINGHAM & MACKEY PC 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: BURNS CUNNINGHAM & MACKEY PC 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BURNS CUNNINGHAM & MACKEY PC 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BURNS CUNNINGHAM & MACKEY PC 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BURNS CUNNINGHAM & MACKEY PC 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BURNS CUNNINGHAM & MACKEY PC 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BURNS CUNNINGHAM & MACKEY PC

Measure Date Value
2015 : BURNS CUNNINGHAM & MACKEY PC 2015 401k financial data
Total income from all sources2015-12-31$-9,660
Expenses. Total of all expenses incurred2015-12-31$3,544
Total plan assets at end of year2015-12-31$1,391,591
Total plan assets at beginning of year2015-12-31$1,404,795
Expenses. Other expenses not covered elsewhere2015-12-31$3,544
Other income received2015-12-31$-9,660
Net income (gross income less expenses)2015-12-31$-13,204
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,391,591
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,404,795
Assets. Value of participant loans2015-12-31$120,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BURNS CUNNINGHAM & MACKEY PC 2014 401k financial data
Total income from all sources2014-12-31$65,201
Expenses. Total of all expenses incurred2014-12-31$48,639
Benefits paid (including direct rollovers)2014-12-31$45,110
Total plan assets at end of year2014-12-31$1,404,795
Total plan assets at beginning of year2014-12-31$1,388,233
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$3,529
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$65,201
Net income (gross income less expenses)2014-12-31$16,562
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,404,795
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,388,233
Assets. Value of participant loans2014-12-31$100,400
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BURNS CUNNINGHAM & MACKEY PC 2013 401k financial data
Total income from all sources2013-12-31$142,586
Expenses. Total of all expenses incurred2013-12-31$3,369
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,388,233
Total plan assets at beginning of year2013-12-31$1,249,016
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$3,369
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$142,586
Net income (gross income less expenses)2013-12-31$139,217
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,388,233
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,249,016
Assets. Value of participant loans2013-12-31$104,202
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : BURNS CUNNINGHAM & MACKEY PC 2012 401k financial data
Total income from all sources2012-12-31$111,215
Expenses. Total of all expenses incurred2012-12-31$3,162
Total plan assets at end of year2012-12-31$1,249,016
Total plan assets at beginning of year2012-12-31$1,140,963
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$3,162
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$111,215
Net income (gross income less expenses)2012-12-31$108,053
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,249,016
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,140,963
Assets. Value of participant loans2012-12-31$108,547
Total contributions received or receivable from employer(s)2012-12-31$0
2011 : BURNS CUNNINGHAM & MACKEY PC 2011 401k financial data
Total income from all sources2011-12-31$840
Expenses. Total of all expenses incurred2011-12-31$102,800
Benefits paid (including direct rollovers)2011-12-31$100,000
Total plan assets at end of year2011-12-31$1,140,963
Total plan assets at beginning of year2011-12-31$1,242,923
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$2,800
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$840
Net income (gross income less expenses)2011-12-31$-101,960
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,140,963
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,242,923
Assets. Value of participant loans2011-12-31$113,026
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BURNS CUNNINGHAM & MACKEY PC 2010 401k financial data
Total income from all sources2010-12-31$112,948
Expenses. Total of all expenses incurred2010-12-31$125,509
Benefits paid (including direct rollovers)2010-12-31$122,931
Total plan assets at end of year2010-12-31$1,242,923
Total plan assets at beginning of year2010-12-31$1,255,484
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$2,578
Contributions received from other sources (not participants or employers)2010-12-31$51
Other income received2010-12-31$112,897
Net income (gross income less expenses)2010-12-31$-12,561
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,242,923
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,255,484
Assets. Value of participant loans2010-12-31$60,054
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : BURNS CUNNINGHAM & MACKEY PC 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BURNS CUNNINGHAM & MACKEY PC

2015: BURNS CUNNINGHAM & MACKEY PC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BURNS CUNNINGHAM & MACKEY PC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BURNS CUNNINGHAM & MACKEY PC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BURNS CUNNINGHAM & MACKEY PC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BURNS CUNNINGHAM & MACKEY PC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BURNS CUNNINGHAM & MACKEY PC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BURNS CUNNINGHAM & MACKEY PC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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