401k Plan data: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN plan

BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BURCH, 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

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.

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 Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 CRAIG A SHAFFER 2023-02-24
003 2021-01-01 CRAIG SHAFFER 2022-05-23
003 2020-01-01 CRAIG SHAFFER 2021-06-24
003 2019-01-01 CRAIG SHAFFER 2020-08-20
003 2018-01-01 CRAIG A. SHAFFER 2019-10-01
003 2018-01-01 CRAIG A. SHAFFER 2019-10-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 TERRY D SMITH
003 2011-01-01 TERRY D SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	CRAIG A SHAFFER	2023-02-24
003	2021-01-01	CRAIG SHAFFER	2022-05-23
003	2020-01-01	CRAIG SHAFFER	2021-06-24
003	2019-01-01	CRAIG SHAFFER	2020-08-20
003	2018-01-01	CRAIG A. SHAFFER	2019-10-01
003	2018-01-01	CRAIG A. SHAFFER	2019-10-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	TERRY D SMITH
003	2011-01-01	TERRY 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
2022: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
2017: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5

Measure	Date	Value
2022: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
2017: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5

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

Measure	Date	Value
2022 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-07-31	$-171,607
Expenses. Total of all expenses incurred	2022-07-31	$1,743,206
Benefits paid (including direct rollovers)	2022-07-31	$1,743,099
Total plan assets at end of year	2022-07-31	$0
Total plan assets at beginning of year	2022-07-31	$1,914,813
Value of fidelity bond covering the plan	2022-07-31	$385,000
Total contributions received or receivable from participants	2022-07-31	$79,540
Other income received	2022-07-31	$-251,147
Net income (gross income less expenses)	2022-07-31	$-1,914,813
Net plan assets at end of year (total assets less liabilities)	2022-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-07-31	$1,914,813
Expenses. Administrative service providers (salaries,fees and commissions)	2022-07-31	$107
2021 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$335,412
Expenses. Total of all expenses incurred	2021-12-31	$27,777
Benefits paid (including direct rollovers)	2021-12-31	$27,743
Total plan assets at end of year	2021-12-31	$1,914,813
Total plan assets at beginning of year	2021-12-31	$1,607,178
Value of fidelity bond covering the plan	2021-12-31	$385,000
Total contributions received or receivable from participants	2021-12-31	$58,498
Other income received	2021-12-31	$276,914
Net income (gross income less expenses)	2021-12-31	$307,635
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,914,813
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,607,178
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$12,162
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$34
2020 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$166,428
Expenses. Total of all expenses incurred	2020-12-31	$25,336
Benefits paid (including direct rollovers)	2020-12-31	$25,329
Total plan assets at end of year	2020-12-31	$1,607,178
Total plan assets at beginning of year	2020-12-31	$1,466,086
Value of fidelity bond covering the plan	2020-12-31	$385,000
Total contributions received or receivable from participants	2020-12-31	$58,471
Other income received	2020-12-31	$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 interests	2020-12-31	$14,325
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7
2019 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$359,518
Expenses. Total of all expenses incurred	2019-12-31	$19,071
Benefits paid (including direct rollovers)	2019-12-31	$18,975
Total plan assets at end of year	2019-12-31	$1,466,086
Total plan assets at beginning of year	2019-12-31	$1,125,639
Value of fidelity bond covering the plan	2019-12-31	$385,000
Total contributions received or receivable from participants	2019-12-31	$47,361
Other income received	2019-12-31	$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 interests	2019-12-31	$47,311
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$96
2018 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-83,011
Expenses. Total of all expenses incurred	2018-12-31	$24,096
Benefits paid (including direct rollovers)	2018-12-31	$23,947
Total plan assets at end of year	2018-12-31	$1,125,639
Total plan assets at beginning of year	2018-12-31	$1,232,746
Value of fidelity bond covering the plan	2018-12-31	$125,000
Total contributions received or receivable from participants	2018-12-31	$57,505
Other income received	2018-12-31	$-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 loans	2018-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$54,573
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$149
2017 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$217,702
Total plan assets at end of year	2017-12-31	$1,232,746
Total plan assets at beginning of year	2017-12-31	$1,015,044
Value of fidelity bond covering the plan	2017-12-31	$125,000
Total contributions received or receivable from participants	2017-12-31	$44,891
Other income received	2017-12-31	$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 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$100,813
Total plan assets at end of year	2016-12-31	$1,015,044
Total plan assets at beginning of year	2016-12-31	$914,231
Value of fidelity bond covering the plan	2016-12-31	$125,000
Total contributions received or receivable from participants	2016-12-31	$44,963
Other income received	2016-12-31	$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 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-59,425
Total plan assets at end of year	2015-12-31	$914,231
Total plan assets at beginning of year	2015-12-31	$973,656
Value of fidelity bond covering the plan	2015-12-31	$125,000
Total contributions received or receivable from participants	2015-12-31	$42,900
Other income received	2015-12-31	$-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 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$89,089
Total plan assets at end of year	2014-12-31	$973,656
Total plan assets at beginning of year	2014-12-31	$884,567
Value of fidelity bond covering the plan	2014-12-31	$125,000
Total contributions received or receivable from participants	2014-12-31	$42,962
Other income received	2014-12-31	$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 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$118,645
Expenses. Total of all expenses incurred	2013-12-31	$472,453
Benefits paid (including direct rollovers)	2013-12-31	$472,453
Total plan assets at end of year	2013-12-31	$884,567
Total plan assets at beginning of year	2013-12-31	$1,238,375
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$40,291
Other income received	2013-12-31	$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 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$165,078
Total plan assets at end of year	2012-12-31	$1,216,476
Total plan assets at beginning of year	2012-12-31	$1,095,196
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$55,449
Other income received	2012-12-31	$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 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$34,612
Total plan assets at end of year	2011-12-31	$1,073,297
Total plan assets at beginning of year	2011-12-31	$1,038,685
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$60,477
Other income received	2011-12-31	$-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 : BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$212,270
Total plan assets at end of year	2010-12-31	$1,038,685
Total plan assets at beginning of year	2010-12-31	$826,415
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$60,009
Other income received	2010-12-31	$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 for BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN

2022: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BURCH, FINCHER & COMPANY RESTATED 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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