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BURTON LUMBER 401(K) PLAN 401k Plan overview

Plan NameBURTON LUMBER 401(K) PLAN
Plan identification number 001

BURTON LUMBER 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BURTON LUMBER & HARDWARE CO. has sponsored the creation of one or more 401k plans.

Company Name:BURTON LUMBER & HARDWARE CO.
Employer identification number (EIN):870152360
NAIC Classification:444130
NAIC Description:Hardware Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURTON LUMBER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JACOB CONRAD JACOB CONRAD2018-09-26
0012016-01-01JACOB CONRAD JACOB CONRAD2017-10-02
0012015-01-01JACOB CONRAD JACOB CONRAD2016-10-10

Plan Statistics for BURTON LUMBER 401(K) PLAN

401k plan membership statisitcs for BURTON LUMBER 401(K) PLAN

Measure Date Value
2020: BURTON LUMBER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01342
Total number of active participants reported on line 7a of the Form 55002020-01-01276
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01344
Number of participants with account balances2020-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: BURTON LUMBER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01373
Total number of active participants reported on line 7a of the Form 55002019-01-01295
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01354
Number of participants with account balances2019-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: BURTON LUMBER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01353
Total number of active participants reported on line 7a of the Form 55002018-01-01308
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01359
Number of participants with account balances2018-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: BURTON LUMBER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01335
Total number of active participants reported on line 7a of the Form 55002017-01-01298
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01337
Number of participants with account balances2017-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BURTON LUMBER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01301
Total number of active participants reported on line 7a of the Form 55002016-01-01283
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01316
Number of participants with account balances2016-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: BURTON LUMBER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01282
Total number of active participants reported on line 7a of the Form 55002015-01-01264
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01289
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012

Financial Data on BURTON LUMBER 401(K) PLAN

Measure Date Value
2020 : BURTON LUMBER 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$323
Total income from all sources (including contributions)2020-12-31$3,253,346
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$665,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$549,430
Expenses. Certain deemed distributions of participant loans2020-12-31$16,520
Value of total corrective distributions2020-12-31$41,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,495,609
Value of total assets at end of year2020-12-31$12,880,064
Value of total assets at beginning of year2020-12-31$10,292,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,906
Total interest from all sources2020-12-31$17,100
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$29,803
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,011,158
Participant contributions at end of year2020-12-31$284,659
Participant contributions at beginning of year2020-12-31$344,693
Participant contributions at end of year2020-12-31$41,828
Participant contributions at beginning of year2020-12-31$37,815
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$323
Total non interest bearing cash at end of year2020-12-31$31,485
Total non interest bearing cash at beginning of year2020-12-31$30,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,587,677
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,880,064
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,292,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,501,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,858,358
Interest on participant loans2020-12-31$17,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,740,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$481,895
Employer contributions (assets) at end of year2020-12-31$20,113
Employer contributions (assets) at beginning of year2020-12-31$21,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$549,430
Contract administrator fees2020-12-31$2,525
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : BURTON LUMBER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$1,937,421
Total transfer of assets from this plan2019-12-31$1,937,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,704
Total income from all sources (including contributions)2019-12-31$3,759,640
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$793,457
Total of all expenses incurred2019-12-31$793,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$642,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$642,262
Value of total corrective distributions2019-12-31$84,915
Value of total corrective distributions2019-12-31$84,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,743,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,743,201
Value of total assets at end of year2019-12-31$10,292,710
Value of total assets at end of year2019-12-31$10,292,710
Value of total assets at beginning of year2019-12-31$9,268,329
Value of total assets at beginning of year2019-12-31$9,268,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,280
Total interest from all sources2019-12-31$20,940
Total interest from all sources2019-12-31$20,940
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,575
Administrative expenses professional fees incurred2019-12-31$2,575
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$960,708
Contributions received from participants2019-12-31$960,708
Participant contributions at end of year2019-12-31$344,693
Participant contributions at end of year2019-12-31$344,693
Participant contributions at beginning of year2019-12-31$414,239
Participant contributions at beginning of year2019-12-31$414,239
Participant contributions at end of year2019-12-31$37,815
Participant contributions at end of year2019-12-31$37,815
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$316,380
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$316,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,704
Total non interest bearing cash at end of year2019-12-31$30,532
Total non interest bearing cash at end of year2019-12-31$30,532
Total non interest bearing cash at beginning of year2019-12-31$2,858
Total non interest bearing cash at beginning of year2019-12-31$2,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,966,183
Value of net income/loss2019-12-31$2,966,183
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,292,387
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,292,387
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,263,625
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,263,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,188
Investment advisory and management fees2019-12-31$13,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,858,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,858,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,851,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,851,232
Interest on participant loans2019-12-31$20,940
Interest on participant loans2019-12-31$20,940
Net investment gain/loss from pooled separate accounts2019-12-31$1,995,499
Net investment gain/loss from pooled separate accounts2019-12-31$1,995,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$466,113
Contributions received in cash from employer2019-12-31$466,113
Employer contributions (assets) at end of year2019-12-31$21,312
Employer contributions (assets) at end of year2019-12-31$21,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$642,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$642,262
Contract administrator fees2019-12-31$50,517
Contract administrator fees2019-12-31$50,517
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERNTSON PORTER & COMPANY, PLLC
Accountancy firm name2019-12-31BERNTSON PORTER & COMPANY, PLLC
Accountancy firm EIN2019-12-31911308574
Accountancy firm EIN2019-12-31911308574
2018 : BURTON LUMBER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,195
Total income from all sources (including contributions)2018-12-31$921,881
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$159,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$88,920
Expenses. Certain deemed distributions of participant loans2018-12-31$6,418
Value of total corrective distributions2018-12-31$21,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,568,381
Value of total assets at end of year2018-12-31$9,268,329
Value of total assets at beginning of year2018-12-31$8,506,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,325
Total interest from all sources2018-12-31$17,613
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$39,400
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,074,441
Participant contributions at end of year2018-12-31$414,239
Participant contributions at beginning of year2018-12-31$293,416
Participant contributions at beginning of year2018-12-31$14,900
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,195
Total non interest bearing cash at end of year2018-12-31$2,858
Total non interest bearing cash at beginning of year2018-12-31$29,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$762,793
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,263,625
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,500,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,851,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,161,485
Interest on participant loans2018-12-31$17,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-664,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$470,937
Employer contributions (assets) at beginning of year2018-12-31$6,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$88,920
Contract administrator fees2018-12-31$2,925
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAYNIE & COMPANY
Accountancy firm EIN2018-12-31870325228
2017 : BURTON LUMBER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,204,202
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$199,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$195,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,013,881
Value of total assets at end of year2017-12-31$8,506,027
Value of total assets at beginning of year2017-12-31$6,496,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,924
Total interest from all sources2017-12-31$12,837
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,280
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$663,292
Participant contributions at end of year2017-12-31$293,416
Participant contributions at beginning of year2017-12-31$294,691
Participant contributions at end of year2017-12-31$14,900
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$87,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,195
Total non interest bearing cash at end of year2017-12-31$29,336
Total non interest bearing cash at beginning of year2017-12-31$24,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,004,413
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,500,832
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,496,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,161,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,171,807
Interest on participant loans2017-12-31$12,837
Net investment gain/loss from pooled separate accounts2017-12-31$1,177,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$262,716
Employer contributions (assets) at end of year2017-12-31$6,890
Employer contributions (assets) at beginning of year2017-12-31$5,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$195,865
Contract administrator fees2017-12-31$1,644
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAYNIE & COMPANY
Accountancy firm EIN2017-12-31870325228
2016 : BURTON LUMBER 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,327,997
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$228,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$197,193
Expenses. Certain deemed distributions of participant loans2016-12-31$27,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$880,482
Value of total assets at end of year2016-12-31$6,496,419
Value of total assets at beginning of year2016-12-31$5,397,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,342
Total interest from all sources2016-12-31$12,152
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,900
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$612,441
Participant contributions at end of year2016-12-31$294,691
Participant contributions at beginning of year2016-12-31$260,605
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,819
Total non interest bearing cash at end of year2016-12-31$24,799
Total non interest bearing cash at beginning of year2016-12-31$5,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,099,059
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,496,419
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,397,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,171,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,125,921
Interest on participant loans2016-12-31$12,152
Net investment gain/loss from pooled separate accounts2016-12-31$435,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$243,222
Employer contributions (assets) at end of year2016-12-31$5,122
Employer contributions (assets) at beginning of year2016-12-31$5,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$197,193
Contract administrator fees2016-12-31$1,442
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAYNIE & COMPANY
Accountancy firm EIN2016-12-31870325228
2015 : BURTON LUMBER 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$0
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$654,830
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$154,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$151,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$727,895
Value of total assets at end of year2015-12-31$5,397,360
Value of total assets at beginning of year2015-12-31$4,896,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,994
Total interest from all sources2015-12-31$11,061
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
Administrative expenses professional fees incurred2015-12-31$1,394
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$533,126
Participant contributions at end of year2015-12-31$260,605
Participant contributions at beginning of year2015-12-31$253,931
Total non interest bearing cash at end of year2015-12-31$5,197
Total non interest bearing cash at beginning of year2015-12-31$22,976
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$500,591
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,397,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,896,769
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$5,125,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,614,224
Interest on participant loans2015-12-31$11,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-84,126
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$194,769
Employer contributions (assets) at end of year2015-12-31$5,637
Employer contributions (assets) at beginning of year2015-12-31$5,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$151,245
Contract administrator fees2015-12-31$1,600
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 name2015-12-31HAYNIE & COMPANY
Accountancy firm EIN2015-12-31870325228

Form 5500 Responses for BURTON LUMBER 401(K) PLAN

2020: BURTON LUMBER 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BURTON LUMBER 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BURTON LUMBER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BURTON LUMBER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BURTON LUMBER 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BURTON LUMBER 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105341
Policy instance 1
Insurance contract or identification number105341
Number of Individuals Covered291
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,164
Total amount of fees paid to insurance companyUSD $2,525
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $5,164
Amount paid for insurance broker fees2525
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105341
Policy instance 1
Insurance contract or identification number105341
Number of Individuals Covered268
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,217
Total amount of fees paid to insurance companyUSD $2,575
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $11,495
Insurance broker organization code?3
Amount paid for insurance broker fees2575
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105341
Policy instance 1
Insurance contract or identification number105341
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $27,537
Total amount of fees paid to insurance companyUSD $2,280
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $23,841
Insurance broker organization code?3
Amount paid for insurance broker fees2280
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC

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