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S.R. BURZYNSKI 401(K) PLAN 401k Plan overview

Plan NameS.R. BURZYNSKI 401(K) PLAN
Plan identification number 001

S.R. BURZYNSKI 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Plan covering Self-Employed individuals.
  • 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

S.R. BURZYNSKI, MD, PHD has sponsored the creation of one or more 401k plans.

Company Name:S.R. BURZYNSKI, MD, PHD
Employer identification number (EIN):760301750
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S.R. BURZYNSKI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PATRYK GOSCIANSKI2023-10-16
0012021-01-01PATRYK GOSCIANSKI2022-10-04 PATRYK GOSCIANSKI2022-10-04
0012020-01-01PATRYK GOSCIANSKI2021-10-05 PATRYK GOSCIANSKI2021-10-05
0012019-01-01PATRYK GOSCIANSKI2020-10-08 PATRYK GOSCIANSKI2020-10-08
0012018-01-01PATRYK GOSCIANSKI2019-10-10 PATRYK GOSCIANSKI2019-10-10
0012017-01-01PATRYK GOSCIANSKI2018-10-10 PATRYK GOSCIANSKI2018-10-10
0012016-01-01PATRYK GOSCIANSKI2018-01-25 PATRYK GOSCIANSKI2018-01-25
0012015-01-01PATRYK GOSCIANSKI
0012015-01-01PATRYK GOSCIANSKI
0012014-01-01PATRYK GOSCIANSKI
0012013-01-01PATRYK GOSCIANSKI
0012012-01-01PATRYK GOSCIANSKI
0012011-01-01PATRYK GOSCIANSKI
0012009-01-01BARBARA TOMASZEWSKI
0012009-01-01BARBARA TOMASZEWSKI

Plan Statistics for S.R. BURZYNSKI 401(K) PLAN

401k plan membership statisitcs for S.R. BURZYNSKI 401(K) PLAN

Measure Date Value
2015: S.R. BURZYNSKI 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01108
Total number of active participants reported on line 7a of the Form 55002015-01-0157
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-0193
Number of participants with account balances2015-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: S.R. BURZYNSKI 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-0170
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01109
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: S.R. BURZYNSKI 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01128
Number of participants with account balances2013-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: S.R. BURZYNSKI 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01153
Number of participants with account balances2012-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: S.R. BURZYNSKI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01139
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: S.R. BURZYNSKI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01114
Number of participants with account balances2009-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on S.R. BURZYNSKI 401(K) PLAN

Measure Date Value
2015 : S.R. BURZYNSKI 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$147,181
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,527,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,515,795
Value of total corrective distributions2015-12-31$9,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$224,284
Value of total assets at end of year2015-12-31$2,871,798
Value of total assets at beginning of year2015-12-31$4,242,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,720
Total interest from all sources2015-12-31$25,537
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$214,352
Participant contributions at end of year2015-12-31$13,141
Participant contributions at beginning of year2015-12-31$41,602
Participant contributions at beginning of year2015-12-31$660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,379,852
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,862,280
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,242,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,989,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,351,082
Interest on participant loans2015-12-31$1,182
Interest earned on other investments2015-12-31$24,355
Value of interest in common/collective trusts at end of year2015-12-31$19,448
Value of interest in common/collective trusts at beginning of year2015-12-31$16,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$849,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,831,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-102,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,932
Employer contributions (assets) at beginning of year2015-12-31$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,515,795
Contract administrator fees2015-12-31$1,720
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SEITZ, DEMARCO& MCGOVERN, PLLC
Accountancy firm EIN2015-12-31461149388
2014 : S.R. BURZYNSKI 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,835
Total income from all sources (including contributions)2014-12-31$465,610
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$489,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$461,570
Expenses. Certain deemed distributions of participant loans2014-12-31$26,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$270,928
Value of total assets at end of year2014-12-31$4,242,132
Value of total assets at beginning of year2014-12-31$4,273,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,322
Total interest from all sources2014-12-31$29,523
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$259,413
Participant contributions at end of year2014-12-31$41,602
Participant contributions at beginning of year2014-12-31$66,343
Participant contributions at end of year2014-12-31$660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-23,608
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,242,132
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,265,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,351,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,468,049
Interest on participant loans2014-12-31$1,382
Interest earned on other investments2014-12-31$28,141
Value of interest in common/collective trusts at end of year2014-12-31$16,943
Value of interest in common/collective trusts at beginning of year2014-12-31$29,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,831,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,709,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$165,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,515
Employer contributions (assets) at end of year2014-12-31$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$461,570
Contract administrator fees2014-12-31$1,322
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$7,835
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SEITZ, DEMARCO & MCGOVERN, PLLC
Accountancy firm EIN2014-12-31461149388
2013 : S.R. BURZYNSKI 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,638
Total income from all sources (including contributions)2013-12-31$806,061
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$187,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$178,623
Value of total corrective distributions2013-12-31$7,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$403,296
Value of total assets at end of year2013-12-31$4,273,575
Value of total assets at beginning of year2013-12-31$3,662,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,502
Total interest from all sources2013-12-31$23,107
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$379,061
Participant contributions at end of year2013-12-31$66,343
Participant contributions at beginning of year2013-12-31$47,315
Participant contributions at beginning of year2013-12-31$13,842
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$618,101
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,265,740
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,647,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,468,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,286,607
Interest on participant loans2013-12-31$1,289
Interest earned on other investments2013-12-31$21,818
Value of interest in common/collective trusts at end of year2013-12-31$29,230
Value of interest in common/collective trusts at beginning of year2013-12-31$12,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,709,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,302,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$379,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,569
Employer contributions (assets) at beginning of year2013-12-31$421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$178,623
Contract administrator fees2013-12-31$1,502
Liabilities. Value of benefit claims payable at end of year2013-12-31$7,835
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$14,638
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SEITZ, DEMARCO & MCGOVERN, PLLC
Accountancy firm EIN2013-12-31461149388
2012 : S.R. BURZYNSKI 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$732,230
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$265,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$249,860
Value of total corrective distributions2012-12-31$14,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$461,161
Value of total assets at end of year2012-12-31$3,662,277
Value of total assets at beginning of year2012-12-31$3,181,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,318
Total interest from all sources2012-12-31$12,688
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$440,705
Participant contributions at end of year2012-12-31$47,315
Participant contributions at beginning of year2012-12-31$35,958
Participant contributions at end of year2012-12-31$13,842
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$466,414
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,647,639
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,181,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,286,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,918,038
Interest on participant loans2012-12-31$1,802
Interest earned on other investments2012-12-31$10,886
Value of interest in common/collective trusts at end of year2012-12-31$12,046
Value of interest in common/collective trusts at beginning of year2012-12-31$1,227,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,302,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$255,671
Net investment gain or loss from common/collective trusts2012-12-31$2,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,183
Employer contributions (assets) at end of year2012-12-31$421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$249,860
Contract administrator fees2012-12-31$1,318
Liabilities. Value of benefit claims payable at end of year2012-12-31$14,638
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SEITZ, DEMARCO & MCGOVERN, PLLC
Accountancy firm EIN2012-12-31461149388
2011 : S.R. BURZYNSKI 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$320,897
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$193,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$192,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$404,382
Value of total assets at end of year2011-12-31$3,181,225
Value of total assets at beginning of year2011-12-31$3,053,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$750
Total interest from all sources2011-12-31$2,474
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$389,707
Participant contributions at end of year2011-12-31$35,958
Participant contributions at beginning of year2011-12-31$51,170
Participant contributions at beginning of year2011-12-31$10,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$127,868
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,181,225
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,053,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,918,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,975,976
Interest on participant loans2011-12-31$2,474
Value of interest in common/collective trusts at end of year2011-12-31$1,227,229
Value of interest in common/collective trusts at beginning of year2011-12-31$1,005,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-85,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,675
Employer contributions (assets) at beginning of year2011-12-31$9,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$192,279
Contract administrator fees2011-12-31$750
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SEITZ & DEMARCO, P.C.
Accountancy firm EIN2011-12-31760094964
2010 : S.R. BURZYNSKI 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$640,277
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$79,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$78,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$386,506
Value of total assets at end of year2010-12-31$3,053,357
Value of total assets at beginning of year2010-12-31$2,493,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,273
Total interest from all sources2010-12-31$3,269
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$100
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$362,781
Participant contributions at end of year2010-12-31$51,170
Participant contributions at beginning of year2010-12-31$59,761
Participant contributions at end of year2010-12-31$10,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$560,303
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,053,357
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,493,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,975,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,599,584
Interest on participant loans2010-12-31$3,269
Value of interest in common/collective trusts at end of year2010-12-31$1,005,724
Value of interest in common/collective trusts at beginning of year2010-12-31$833,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$250,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$23,725
Employer contributions (assets) at end of year2010-12-31$9,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$78,701
Contract administrator fees2010-12-31$1,273
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SEITZ & DEMARCO, P.C.
Accountancy firm EIN2010-12-31760094964

Form 5500 Responses for S.R. BURZYNSKI 401(K) PLAN

2015: S.R. BURZYNSKI 401(K) PLAN 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: S.R. BURZYNSKI 401(K) PLAN 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: S.R. BURZYNSKI 401(K) PLAN 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: S.R. BURZYNSKI 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: S.R. BURZYNSKI 401(K) PLAN 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: S.R. BURZYNSKI 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029449
Policy instance 1
Insurance contract or identification numberGA-029449
Number of Individuals Covered64
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,721
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,721
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029449
Policy instance 1
Insurance contract or identification numberGA-029449
Number of Individuals Covered75
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,510
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,510
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029449
Policy instance 1
Insurance contract or identification numberGA-029449
Number of Individuals Covered82
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,438
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,438
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029449
Policy instance 1
Insurance contract or identification numberGA-029449
Number of Individuals Covered86
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,838
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,838
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029449
Policy instance 1
Insurance contract or identification numberGA-029449
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,229
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029449
Policy instance 1
Insurance contract or identification numberGA-029449
Number of Individuals Covered78
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,633
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,633
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES, LLC

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