?>
Logo

BORGESON & BURNS, P.C. 401k Plan overview

Plan NameBORGESON & BURNS, P.C.
Plan identification number 001

BORGESON & BURNS, P.C. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

BORGESON & BURNS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:BORGESON & BURNS, P.C.
Employer identification number (EIN):920166921
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BORGESON & BURNS, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MONICA GRASSI2023-07-17
0012021-01-01MONICA GRASSI2022-07-22 MONICA GRASSI2022-07-22
0012020-01-01MONICA GRASSI2021-07-26 MONICA GRASSI2021-07-26
0012019-01-01MONICA GRASSI2020-07-13
0012018-01-01MONICA GRASSI2019-07-22
0012017-01-01MONICA GRASSI2018-06-27
0012016-01-01MONICA GRASSI2017-07-28
0012015-01-01MONICA GRASSI
0012014-01-01MONICA GRASSI
0012013-01-01MONICA GRASSI
0012012-01-01MONICA GRASSI
0012011-01-01STEFFANEE HOLT
0012010-01-01GRASSI, MONICA
0012009-01-01MONICA GRASSI

Plan Statistics for BORGESON & BURNS, P.C.

401k plan membership statisitcs for BORGESON & BURNS, P.C.

Measure Date Value
2015: BORGESON & BURNS, P.C. 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BORGESON & BURNS, P.C. 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BORGESON & BURNS, P.C. 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BORGESON & BURNS, P.C. 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0120
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BORGESON & BURNS, P.C. 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BORGESON & BURNS, P.C. 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BORGESON & BURNS, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BORGESON & BURNS, P.C.

Measure Date Value
2015 : BORGESON & BURNS, P.C. 2015 401k financial data
Total income from all sources2015-12-31$-6,861
Expenses. Total of all expenses incurred2015-12-31$136,615
Benefits paid (including direct rollovers)2015-12-31$136,442
Total plan assets at end of year2015-12-31$2,031,968
Total plan assets at beginning of year2015-12-31$2,175,444
Expenses. Other expenses not covered elsewhere2015-12-31$173
Other income received2015-12-31$-6,861
Net income (gross income less expenses)2015-12-31$-143,476
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,031,968
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,175,444
Assets. Value of participant loans2015-12-31$3,218
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BORGESON & BURNS, P.C. 2014 401k financial data
Total income from all sources2014-12-31$232,735
Expenses. Total of all expenses incurred2014-12-31$1,086,157
Benefits paid (including direct rollovers)2014-12-31$1,086,157
Total plan assets at end of year2014-12-31$2,175,444
Total plan assets at beginning of year2014-12-31$3,028,866
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$232,735
Net income (gross income less expenses)2014-12-31$-853,422
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,175,444
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,028,866
Assets. Value of participant loans2014-12-31$7,770
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BORGESON & BURNS, P.C. 2013 401k financial data
Total income from all sources2013-12-31$566,206
Expenses. Total of all expenses incurred2013-12-31$229,728
Benefits paid (including direct rollovers)2013-12-31$227,440
Total plan assets at end of year2013-12-31$3,006,366
Total plan assets at beginning of year2013-12-31$2,669,888
Total contributions received or receivable from participants2013-12-31$19,000
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$547,206
Net income (gross income less expenses)2013-12-31$336,478
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,006,366
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,669,888
Assets. Value of participant loans2013-12-31$12,756
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$2,288
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BORGESON & BURNS, P.C. 2012 401k financial data
Total income from all sources2012-12-31$350,083
Expenses. Total of all expenses incurred2012-12-31$9,288
Benefits paid (including direct rollovers)2012-12-31$9,288
Total plan assets at end of year2012-12-31$2,669,888
Total plan assets at beginning of year2012-12-31$2,329,093
Total contributions received or receivable from participants2012-12-31$100,791
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$249,292
Net income (gross income less expenses)2012-12-31$340,795
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,669,888
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,329,093
Assets. Value of participant loans2012-12-31$18,701
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BORGESON & BURNS, P.C. 2011 401k financial data
Total income from all sources2011-12-31$67,295
Expenses. Total of all expenses incurred2011-12-31$42,343
Benefits paid (including direct rollovers)2011-12-31$42,343
Total plan assets at end of year2011-12-31$2,262,409
Total plan assets at beginning of year2011-12-31$2,237,457
Total contributions received or receivable from participants2011-12-31$85,198
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-17,903
Net income (gross income less expenses)2011-12-31$24,952
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,262,409
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,237,457
Assets. Value of participant loans2011-12-31$29,677
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BORGESON & BURNS, P.C. 2010 401k financial data
Total income from all sources2010-12-31$463,514
Expenses. Total of all expenses incurred2010-12-31$19,757
Benefits paid (including direct rollovers)2010-12-31$19,757
Total plan assets at end of year2010-12-31$2,237,457
Total plan assets at beginning of year2010-12-31$1,793,701
Total contributions received or receivable from participants2010-12-31$123,707
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$287,283
Net income (gross income less expenses)2010-12-31$443,757
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,237,457
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,793,701
Assets. Value of participant loans2010-12-31$41,334
Total contributions received or receivable from employer(s)2010-12-31$52,524
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : BORGESON & BURNS, P.C. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BORGESON & BURNS, P.C.

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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3