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401k Plan overview

Plan NameBURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN
Plan identification number 003

BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    BURCH, FINCHER & CO. has sponsored the creation of one or more 401k plans.

    Company Name:BURCH, FINCHER & CO.
    Employer identification number (EIN):751485899
    NAIC Classification:541211
    NAIC Description:Offices of Certified Public Accountants

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0032020-01-01CRAIG SHAFFER2021-06-24
    0032019-01-01CRAIG SHAFFER2020-08-20
    0032018-01-01CRAIG A. SHAFFER2019-10-01
    0032018-01-01CRAIG A. SHAFFER2019-10-01
    0032017-01-01
    0032016-01-01
    0032015-01-01
    0032014-01-01
    0032013-01-01
    0032012-01-01TERRY D SMITH
    0032011-01-01TERRY D SMITH

    Plan Statistics for BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN

    401k plan membership statisitcs for BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN

    Measure Date Value
    2020
    Total participants, beginning-of-year2020-01-013
    Total number of active participants reported on line 7a of the Form 55002020-01-013
    Number of retired or separated participants receiving benefits2020-01-010
    Number of other retired or separated participants entitled to future benefits2020-01-010
    Total of all active and inactive participants2020-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
    Total participants2020-01-013
    Number of participants with account balances2020-01-013
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
    2019
    Total participants, beginning-of-year2019-01-013
    Total number of active participants reported on line 7a of the Form 55002019-01-013
    Number of retired or separated participants receiving benefits2019-01-010
    Number of other retired or separated participants entitled to future benefits2019-01-010
    Total of all active and inactive participants2019-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
    Total participants2019-01-013
    Number of participants with account balances2019-01-013
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
    2018
    Total participants, beginning-of-year2018-01-014
    Total number of active participants reported on line 7a of the Form 55002018-01-013
    Total of all active and inactive participants2018-01-013
    Total participants2018-01-013
    Number of participants with account balances2018-01-013
    2017
    Total participants, beginning-of-year2017-01-014
    Total number of active participants reported on line 7a of the Form 55002017-01-014
    Total of all active and inactive participants2017-01-014
    Total participants2017-01-014
    Number of participants with account balances2017-01-014
    2016
    Total participants, beginning-of-year2016-01-014
    Total number of active participants reported on line 7a of the Form 55002016-01-014
    Total of all active and inactive participants2016-01-014
    Total participants2016-01-014
    Number of participants with account balances2016-01-014
    2015
    Total participants, beginning-of-year2015-01-014
    Total number of active participants reported on line 7a of the Form 55002015-01-014
    Total of all active and inactive participants2015-01-014
    Total participants2015-01-014
    Number of participants with account balances2015-01-014
    2014
    Total participants, beginning-of-year2014-01-014
    Total number of active participants reported on line 7a of the Form 55002014-01-014
    Total of all active and inactive participants2014-01-014
    Total participants2014-01-014
    Number of participants with account balances2014-01-014
    2013
    Total participants, beginning-of-year2013-01-015
    Total number of active participants reported on line 7a of the Form 55002013-01-014
    Total of all active and inactive participants2013-01-014
    Total participants2013-01-014
    Number of participants with account balances2013-01-014
    2012
    Total participants, beginning-of-year2012-01-015
    Total number of active participants reported on line 7a of the Form 55002012-01-015
    Total of all active and inactive participants2012-01-015
    Total participants2012-01-015
    Number of participants with account balances2012-01-015
    2011
    Total participants, beginning-of-year2011-01-015
    Total number of active participants reported on line 7a of the Form 55002011-01-015
    Total of all active and inactive participants2011-01-015
    Total participants2011-01-015
    Number of participants with account balances2011-01-015

    Financial Data on BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN

    Measure Date Value
    2020
    Total income from all sources2020-12-31$166,428
    Expenses. Total of all expenses incurred2020-12-31$25,336
    Benefits paid (including direct rollovers)2020-12-31$25,329
    Total plan assets at end of year2020-12-31$1,607,178
    Total plan assets at beginning of year2020-12-31$1,466,086
    Value of fidelity bond covering the plan2020-12-31$385,000
    Total contributions received or receivable from participants2020-12-31$58,471
    Other income received2020-12-31$107,957
    Net income (gross income less expenses)2020-12-31$141,092
    Net plan assets at end of year (total assets less liabilities)2020-12-31$1,607,178
    Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,466,086
    Assets. Value of assets in partnership/joint-venture interests2020-12-31$14,325
    Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7
    2019
    Total income from all sources2019-12-31$359,518
    Expenses. Total of all expenses incurred2019-12-31$19,071
    Benefits paid (including direct rollovers)2019-12-31$18,975
    Total plan assets at end of year2019-12-31$1,466,086
    Total plan assets at beginning of year2019-12-31$1,125,639
    Value of fidelity bond covering the plan2019-12-31$385,000
    Total contributions received or receivable from participants2019-12-31$47,361
    Other income received2019-12-31$312,157
    Net income (gross income less expenses)2019-12-31$340,447
    Net plan assets at end of year (total assets less liabilities)2019-12-31$1,466,086
    Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,125,639
    Assets. Value of assets in partnership/joint-venture interests2019-12-31$47,311
    Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$96
    2018
    Total income from all sources2018-12-31$-83,011
    Expenses. Total of all expenses incurred2018-12-31$24,096
    Benefits paid (including direct rollovers)2018-12-31$23,947
    Total plan assets at end of year2018-12-31$1,125,639
    Total plan assets at beginning of year2018-12-31$1,232,746
    Value of fidelity bond covering the plan2018-12-31$125,000
    Total contributions received or receivable from participants2018-12-31$57,505
    Other income received2018-12-31$-140,516
    Net income (gross income less expenses)2018-12-31$-107,107
    Net plan assets at end of year (total assets less liabilities)2018-12-31$1,125,639
    Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,232,746
    Assets. Value of participant loans2018-12-31$0
    Assets. Value of assets in partnership/joint-venture interests2018-12-31$54,573
    Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$149
    2017
    Total income from all sources2017-12-31$217,702
    Total plan assets at end of year2017-12-31$1,232,746
    Total plan assets at beginning of year2017-12-31$1,015,044
    Value of fidelity bond covering the plan2017-12-31$125,000
    Total contributions received or receivable from participants2017-12-31$44,891
    Other income received2017-12-31$172,811
    Net income (gross income less expenses)2017-12-31$217,702
    Net plan assets at end of year (total assets less liabilities)2017-12-31$1,232,746
    Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,015,044
    2016
    Total income from all sources2016-12-31$100,813
    Total plan assets at end of year2016-12-31$1,015,044
    Total plan assets at beginning of year2016-12-31$914,231
    Value of fidelity bond covering the plan2016-12-31$125,000
    Total contributions received or receivable from participants2016-12-31$44,963
    Other income received2016-12-31$55,850
    Net income (gross income less expenses)2016-12-31$100,813
    Net plan assets at end of year (total assets less liabilities)2016-12-31$1,015,044
    Net plan assets at beginning of year (total assets less liabilities)2016-12-31$914,231
    2015
    Total income from all sources2015-12-31$-59,425
    Total plan assets at end of year2015-12-31$914,231
    Total plan assets at beginning of year2015-12-31$973,656
    Value of fidelity bond covering the plan2015-12-31$125,000
    Total contributions received or receivable from participants2015-12-31$42,900
    Other income received2015-12-31$-102,325
    Net income (gross income less expenses)2015-12-31$-59,425
    Net plan assets at end of year (total assets less liabilities)2015-12-31$914,231
    Net plan assets at beginning of year (total assets less liabilities)2015-12-31$973,656
    Total contributions received or receivable from employer(s)2015-12-31$0
    2014
    Total income from all sources2014-12-31$89,089
    Total plan assets at end of year2014-12-31$973,656
    Total plan assets at beginning of year2014-12-31$884,567
    Value of fidelity bond covering the plan2014-12-31$125,000
    Total contributions received or receivable from participants2014-12-31$42,962
    Other income received2014-12-31$27,742
    Net income (gross income less expenses)2014-12-31$89,089
    Net plan assets at end of year (total assets less liabilities)2014-12-31$973,656
    Net plan assets at beginning of year (total assets less liabilities)2014-12-31$884,567
    Total contributions received or receivable from employer(s)2014-12-31$18,385
    2013
    Total income from all sources2013-12-31$118,645
    Expenses. Total of all expenses incurred2013-12-31$472,453
    Benefits paid (including direct rollovers)2013-12-31$472,453
    Total plan assets at end of year2013-12-31$884,567
    Total plan assets at beginning of year2013-12-31$1,238,375
    Value of fidelity bond covering the plan2013-12-31$125,000
    Total contributions received or receivable from participants2013-12-31$40,291
    Other income received2013-12-31$62,357
    Net income (gross income less expenses)2013-12-31$-353,808
    Net plan assets at end of year (total assets less liabilities)2013-12-31$884,567
    Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,238,375
    Total contributions received or receivable from employer(s)2013-12-31$15,997
    2012
    Total income from all sources2012-12-31$165,078
    Total plan assets at end of year2012-12-31$1,216,476
    Total plan assets at beginning of year2012-12-31$1,095,196
    Value of fidelity bond covering the plan2012-12-31$125,000
    Total contributions received or receivable from participants2012-12-31$55,449
    Other income received2012-12-31$87,729
    Net income (gross income less expenses)2012-12-31$165,078
    Net plan assets at end of year (total assets less liabilities)2012-12-31$1,216,476
    Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,095,196
    Total contributions received or receivable from employer(s)2012-12-31$21,900
    2011
    Total income from all sources2011-12-31$34,612
    Total plan assets at end of year2011-12-31$1,073,297
    Total plan assets at beginning of year2011-12-31$1,038,685
    Value of fidelity bond covering the plan2011-12-31$125,000
    Total contributions received or receivable from participants2011-12-31$60,477
    Other income received2011-12-31$-25,865
    Net income (gross income less expenses)2011-12-31$34,612
    Net plan assets at end of year (total assets less liabilities)2011-12-31$1,073,297
    Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,038,685
    Total contributions received or receivable from employer(s)2011-12-31$0
    2010
    Total income from all sources2010-12-31$212,270
    Total plan assets at end of year2010-12-31$1,038,685
    Total plan assets at beginning of year2010-12-31$826,415
    Value of fidelity bond covering the plan2010-12-31$125,000
    Total contributions received or receivable from participants2010-12-31$60,009
    Other income received2010-12-31$129,853
    Net income (gross income less expenses)2010-12-31$212,270
    Net plan assets at end of year (total assets less liabilities)2010-12-31$1,038,685
    Net plan assets at beginning of year (total assets less liabilities)2010-12-31$826,415
    Total contributions received or receivable from employer(s)2010-12-31$22,408

    Form 5500 Responses

    2020
    2020-01-01Type of plan entitySingle employer plan
    2020-01-01Plan funding arrangement – TrustYes
    2020-01-01Plan benefit arrangement - TrustYes
    2019
    2019-01-01Type of plan entitySingle employer plan
    2019-01-01Plan funding arrangement – TrustYes
    2019-01-01Plan benefit arrangement - TrustYes
    2018
    2018-01-01Type of plan entitySingle employer plan
    2018-01-01Submission has been amendedYes
    2018-01-01Plan funding arrangement – TrustYes
    2018-01-01Plan benefit arrangement - TrustYes
    2017
    2017-01-01Type of plan entitySingle employer plan
    2017-01-01Plan funding arrangement – TrustYes
    2017-01-01Plan benefit arrangement - TrustYes
    2016
    2016-01-01Type of plan entitySingle employer plan
    2016-01-01Plan funding arrangement – TrustYes
    2016-01-01Plan benefit arrangement - TrustYes
    2015
    2015-01-01Type of plan entitySingle employer plan
    2015-01-01Plan funding arrangement – TrustYes
    2015-01-01Plan benefit arrangement - TrustYes
    2014
    2014-01-01Type of plan entitySingle employer plan
    2014-01-01Plan funding arrangement – TrustYes
    2014-01-01Plan benefit arrangement - TrustYes
    2013
    2013-01-01Type of plan entitySingle employer plan
    2013-01-01Plan funding arrangement – TrustYes
    2013-01-01Plan benefit arrangement - TrustYes
    2012
    2012-01-01Type of plan entitySingle employer plan
    2012-01-01Plan funding arrangement – TrustYes
    2012-01-01Plan benefit arrangement - TrustYes
    2011
    2011-01-01Type of plan entitySingle employer plan
    2011-01-01Plan funding arrangement – TrustYes
    2011-01-01Plan benefit arrangement - TrustYes

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