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Plan Name | BURRTEC RETIREMENT SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BURRTEC WASTE INDUSTRIES, INC. |
Employer identification number (EIN): | 953396612 |
NAIC Classification: | 562000 |
Additional information about BURRTEC WASTE INDUSTRIES, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1978-07-07 |
Company Identification Number: | C0869103 |
Legal Registered Office Address: |
9890 Cherry Ave Fontana United States of America (USA) 92335 |
More information about BURRTEC WASTE INDUSTRIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | TRACY SWEENEY | TRACY SWEENEY | 2018-10-01 | |
002 | 2016-01-01 | TRACY SWEENEY | |||
002 | 2015-01-01 | TRACY SWEENEY | |||
002 | 2014-01-01 | TRACY SWEENEY | |||
002 | 2013-01-01 | TRACY SWEENEY | |||
002 | 2012-01-01 | TSWEENEY | |||
002 | 2011-01-01 | TRACY SWEENEY | |||
002 | 2010-01-01 | TRACY SWEENEY | |||
002 | 2009-01-01 | TRACY SWEENEY | TRACY SWEENEY | 2010-10-01 |
Measure | Date | Value |
---|---|---|
2022: BURRTEC RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,634 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,629 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 168 |
Total of all active and inactive participants | 2022-01-01 | 1,797 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1,798 |
Number of participants with account balances | 2022-01-01 | 1,720 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BURRTEC RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,547 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,399 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 218 |
Total of all active and inactive participants | 2021-01-01 | 1,617 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 1,619 |
Number of participants with account balances | 2021-01-01 | 1,547 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BURRTEC RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,488 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,356 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 173 |
Total of all active and inactive participants | 2020-01-01 | 1,529 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 1,531 |
Number of participants with account balances | 2020-01-01 | 1,460 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BURRTEC RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,508 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,314 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 159 |
Total of all active and inactive participants | 2019-01-01 | 1,473 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 1,474 |
Number of participants with account balances | 2019-01-01 | 1,408 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BURRTEC RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,462 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,250 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 243 |
Total of all active and inactive participants | 2018-01-01 | 1,493 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1,494 |
Number of participants with account balances | 2018-01-01 | 1,423 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BURRTEC RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,424 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,232 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 218 |
Total of all active and inactive participants | 2017-01-01 | 1,450 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1,451 |
Number of participants with account balances | 2017-01-01 | 1,377 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BURRTEC RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,293 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,201 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 202 |
Total of all active and inactive participants | 2016-01-01 | 1,403 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 1,405 |
Number of participants with account balances | 2016-01-01 | 1,317 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BURRTEC RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,256 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,084 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 201 |
Total of all active and inactive participants | 2015-01-01 | 1,285 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 1,288 |
Number of participants with account balances | 2015-01-01 | 1,188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BURRTEC RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,239 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,057 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 186 |
Total of all active and inactive participants | 2014-01-01 | 1,243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1,244 |
Number of participants with account balances | 2014-01-01 | 1,128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BURRTEC RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,350 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,056 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 177 |
Total of all active and inactive participants | 2013-01-01 | 1,233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1,234 |
Number of participants with account balances | 2013-01-01 | 1,126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BURRTEC RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,334 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,177 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 167 |
Total of all active and inactive participants | 2012-01-01 | 1,344 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 1,346 |
Number of participants with account balances | 2012-01-01 | 1,205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BURRTEC RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,346 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,170 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 159 |
Total of all active and inactive participants | 2011-01-01 | 1,329 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1,330 |
Number of participants with account balances | 2011-01-01 | 1,168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BURRTEC RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,376 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,172 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 167 |
Total of all active and inactive participants | 2010-01-01 | 1,339 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 1,339 |
Number of participants with account balances | 2010-01-01 | 1,164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BURRTEC RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,362 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,190 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 176 |
Total of all active and inactive participants | 2009-01-01 | 1,366 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 1,368 |
Number of participants with account balances | 2009-01-01 | 1,172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : BURRTEC RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-504,525 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,950,161 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,662,682 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $54,220 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $14,061,877 |
Value of total assets at end of year | 2022-12-31 | $117,848,899 |
Value of total assets at beginning of year | 2022-12-31 | $127,303,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $233,259 |
Total interest from all sources | 2022-12-31 | $498,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,276,945 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,276,945 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $8,977,256 |
Participant contributions at end of year | 2022-12-31 | $9,192,953 |
Participant contributions at beginning of year | 2022-12-31 | $8,509,218 |
Participant contributions at end of year | 2022-12-31 | $144,241 |
Participant contributions at beginning of year | 2022-12-31 | $117,248 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,423,478 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-9,454,686 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $117,848,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $127,303,585 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $108,398,438 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $118,634,779 |
Interest on participant loans | 2022-12-31 | $498,395 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $55,770 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $361 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $361 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-17,341,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,661,143 |
Employer contributions (assets) at end of year | 2022-12-31 | $57,497 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $41,979 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,662,682 |
Contract administrator fees | 2022-12-31 | $233,259 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2022-12-31 | 951777440 |
2021 : BURRTEC RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $21,937,549 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,391,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,198,636 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $11,281,991 |
Value of total assets at end of year | 2021-12-31 | $127,303,585 |
Value of total assets at beginning of year | 2021-12-31 | $111,757,920 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $193,248 |
Total interest from all sources | 2021-12-31 | $485,562 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,937,587 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,937,587 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $7,890,247 |
Participant contributions at end of year | 2021-12-31 | $8,509,218 |
Participant contributions at beginning of year | 2021-12-31 | $8,554,893 |
Participant contributions at end of year | 2021-12-31 | $117,248 |
Participant contributions at beginning of year | 2021-12-31 | $98,936 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $249,131 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $15,545,665 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $127,303,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $111,757,920 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $118,634,779 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $103,066,768 |
Interest on participant loans | 2021-12-31 | $485,562 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $361 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $8,232,409 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,142,613 |
Employer contributions (assets) at end of year | 2021-12-31 | $41,979 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $37,323 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,198,636 |
Contract administrator fees | 2021-12-31 | $193,248 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2021-12-31 | 951777440 |
2020 : BURRTEC RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $21,152,550 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $6,861,122 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,676,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,186,276 |
Value of total assets at end of year | 2020-12-31 | $111,757,920 |
Value of total assets at beginning of year | 2020-12-31 | $97,466,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $184,203 |
Total interest from all sources | 2020-12-31 | $552,095 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,230,359 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,230,359 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $7,071,300 |
Participant contributions at end of year | 2020-12-31 | $8,554,893 |
Participant contributions at beginning of year | 2020-12-31 | $8,709,929 |
Participant contributions at end of year | 2020-12-31 | $98,936 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $194,130 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $14,291,428 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $111,757,920 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $97,466,492 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $103,066,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $76,155,255 |
Interest on participant loans | 2020-12-31 | $552,095 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $12,601,026 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $282 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $282 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $9,043,735 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $140,085 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,920,846 |
Employer contributions (assets) at end of year | 2020-12-31 | $37,323 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,676,919 |
Contract administrator fees | 2020-12-31 | $184,203 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2020-12-31 | 951777440 |
2019 : BURRTEC RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $21,107,940 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,750,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,548,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,498,911 |
Value of total assets at end of year | 2019-12-31 | $97,466,492 |
Value of total assets at beginning of year | 2019-12-31 | $81,109,455 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $202,288 |
Total interest from all sources | 2019-12-31 | $531,057 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,377,929 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,377,929 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $6,488,070 |
Participant contributions at end of year | 2019-12-31 | $8,709,929 |
Participant contributions at beginning of year | 2019-12-31 | $8,264,624 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $299,038 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $16,357,037 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $97,466,492 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $81,109,455 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $76,155,255 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $59,908,133 |
Interest on participant loans | 2019-12-31 | $531,057 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $12,601,026 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $12,881,138 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $282 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $55,560 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $55,560 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,462,346 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $237,697 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,711,803 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,548,615 |
Contract administrator fees | 2019-12-31 | $202,288 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2019-12-31 | 951777440 |
2018 : BURRTEC RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $4,222,357 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,882,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,687,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,469,787 |
Value of total assets at end of year | 2018-12-31 | $81,109,455 |
Value of total assets at beginning of year | 2018-12-31 | $82,769,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $195,577 |
Total interest from all sources | 2018-12-31 | $475,307 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,057,296 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,057,296 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $5,865,390 |
Participant contributions at end of year | 2018-12-31 | $8,264,624 |
Participant contributions at beginning of year | 2018-12-31 | $8,014,902 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $69,980 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $127,898 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,660,312 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $81,109,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $82,769,767 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $59,908,133 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $62,322,809 |
Interest on participant loans | 2018-12-31 | $475,307 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $12,881,138 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $12,305,525 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $55,560 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $28,375 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $28,375 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,958,408 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $178,375 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,476,499 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $28,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,687,092 |
Contract administrator fees | 2018-12-31 | $195,577 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2018-12-31 | 951777440 |
2017 : BURRTEC RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
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 | $15,568,804 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,479,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,289,363 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,848,263 |
Value of total assets at end of year | 2017-12-31 | $82,769,767 |
Value of total assets at beginning of year | 2017-12-31 | $70,680,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $190,373 |
Total interest from all sources | 2017-12-31 | $400,647 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $880,113 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $880,113 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $5,372,821 |
Participant contributions at end of year | 2017-12-31 | $8,014,902 |
Participant contributions at beginning of year | 2017-12-31 | $7,108,450 |
Participant contributions at end of year | 2017-12-31 | $69,980 |
Participant contributions at beginning of year | 2017-12-31 | $70,021 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $154,716 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $12,089,068 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $82,769,767 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $70,680,699 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $62,322,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $51,784,832 |
Interest on participant loans | 2017-12-31 | $400,647 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $12,305,525 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $11,689,233 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $28,375 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $43 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $43 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,306,149 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $133,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,320,726 |
Employer contributions (assets) at end of year | 2017-12-31 | $28,176 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $28,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,289,363 |
Contract administrator fees | 2017-12-31 | $190,373 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2017-12-31 | 951777440 |
2016 : BURRTEC RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $11,022,475 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,548,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,394,623 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $-11,043 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,916,728 |
Value of total assets at end of year | 2016-12-31 | $70,680,699 |
Value of total assets at beginning of year | 2016-12-31 | $63,206,359 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $164,555 |
Total interest from all sources | 2016-12-31 | $359,252 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $768,765 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $768,765 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $4,682,729 |
Participant contributions at end of year | 2016-12-31 | $7,108,450 |
Participant contributions at beginning of year | 2016-12-31 | $6,962,511 |
Participant contributions at end of year | 2016-12-31 | $70,021 |
Participant contributions at beginning of year | 2016-12-31 | $54,652 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $180,272 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $7,474,340 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $70,680,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $63,206,359 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $51,784,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $45,548,303 |
Interest on participant loans | 2016-12-31 | $359,252 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $11,689,233 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $10,618,932 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $43 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,878,905 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $98,825 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,053,727 |
Employer contributions (assets) at end of year | 2016-12-31 | $28,120 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $21,961 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,394,623 |
Contract administrator fees | 2016-12-31 | $164,555 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2016-12-31 | 951777440 |
2015 : BURRTEC RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $5,121,735 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,972,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,726,817 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $94,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,247,907 |
Value of total assets at end of year | 2015-12-31 | $63,206,359 |
Value of total assets at beginning of year | 2015-12-31 | $61,056,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $150,745 |
Total interest from all sources | 2015-12-31 | $372,461 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $710,974 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $710,974 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,262,264 |
Participant contributions at end of year | 2015-12-31 | $6,962,511 |
Participant contributions at beginning of year | 2015-12-31 | $6,777,632 |
Participant contributions at end of year | 2015-12-31 | $54,652 |
Participant contributions at beginning of year | 2015-12-31 | $50,415 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $110,540 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $2,149,426 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $63,206,359 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $61,056,933 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $45,548,303 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $44,130,007 |
Interest on participant loans | 2015-12-31 | $372,461 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $10,618,932 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $10,077,691 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,168 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,168 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,276,324 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $66,717 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,875,103 |
Employer contributions (assets) at end of year | 2015-12-31 | $21,961 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $20,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,726,817 |
Contract administrator fees | 2015-12-31 | $150,745 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2015-12-31 | 951777440 |
2014 : BURRTEC RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $7,952,124 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,281,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,094,522 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $47,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,956,818 |
Value of total assets at end of year | 2014-12-31 | $61,056,933 |
Value of total assets at beginning of year | 2014-12-31 | $56,386,796 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $139,966 |
Total interest from all sources | 2014-12-31 | $296,378 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $943,045 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $943,045 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,777,193 |
Participant contributions at end of year | 2014-12-31 | $6,777,632 |
Participant contributions at beginning of year | 2014-12-31 | $5,952,733 |
Participant contributions at end of year | 2014-12-31 | $50,415 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $505,978 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,670,137 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $61,056,933 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $56,386,796 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $44,130,007 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $40,967,500 |
Interest on participant loans | 2014-12-31 | $296,378 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $10,077,691 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $9,466,563 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,168 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $697,988 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $57,895 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,673,647 |
Employer contributions (assets) at end of year | 2014-12-31 | $20,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,094,522 |
Contract administrator fees | 2014-12-31 | $139,966 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2014-12-31 | 951777440 |
2013 : BURRTEC RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $11,514,972 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $6,620,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,488,951 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $11,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,387,376 |
Value of total assets at end of year | 2013-12-31 | $56,386,796 |
Value of total assets at beginning of year | 2013-12-31 | $51,492,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $120,007 |
Total interest from all sources | 2013-12-31 | $298,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $690,337 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $690,337 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,678,279 |
Participant contributions at end of year | 2013-12-31 | $5,952,733 |
Participant contributions at beginning of year | 2013-12-31 | $6,131,740 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $47,270 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $55,702 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,894,528 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $56,386,796 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $51,492,268 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $40,967,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $36,079,784 |
Interest on participant loans | 2013-12-31 | $298,929 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $9,466,563 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $9,206,475 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $7,567 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $7,567 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,053,914 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $84,416 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,653,395 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $19,432 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,488,951 |
Contract administrator fees | 2013-12-31 | $120,007 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2013-12-31 | 951777440 |
2012 : BURRTEC RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
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 | $9,430,276 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,913,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,829,115 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $8,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,033,081 |
Value of total assets at end of year | 2012-12-31 | $51,492,268 |
Value of total assets at beginning of year | 2012-12-31 | $43,975,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $75,900 |
Total interest from all sources | 2012-12-31 | $297,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $706,018 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $706,018 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,409,969 |
Participant contributions at end of year | 2012-12-31 | $6,131,740 |
Participant contributions at beginning of year | 2012-12-31 | $5,489,974 |
Participant contributions at end of year | 2012-12-31 | $47,270 |
Participant contributions at beginning of year | 2012-12-31 | $45,990 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $44,580 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,517,053 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $51,492,268 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $43,975,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $36,079,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $28,485,785 |
Interest on participant loans | 2012-12-31 | $297,552 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $9,206,475 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $9,933,782 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $7,567 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $10 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,274,622 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $119,003 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,578,532 |
Employer contributions (assets) at end of year | 2012-12-31 | $19,432 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $19,674 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,829,115 |
Contract administrator fees | 2012-12-31 | $75,900 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GREEN HASSON AND JANKS, LLP |
Accountancy firm EIN | 2012-12-31 | 951777440 |
2011 : BURRTEC RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $4,623,181 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,472,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,324,345 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $93,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,889,309 |
Value of total assets at end of year | 2011-12-31 | $43,975,215 |
Value of total assets at beginning of year | 2011-12-31 | $41,824,264 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $54,597 |
Total interest from all sources | 2011-12-31 | $291,333 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $577,659 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $577,659 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,124,490 |
Participant contributions at end of year | 2011-12-31 | $5,489,974 |
Participant contributions at beginning of year | 2011-12-31 | $5,163,615 |
Participant contributions at end of year | 2011-12-31 | $45,990 |
Participant contributions at beginning of year | 2011-12-31 | $42,808 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $293,776 |
Administrative expenses (other) incurred | 2011-12-31 | $5,727 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,150,951 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $43,975,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $41,824,264 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $28,485,785 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $29,112,834 |
Interest on participant loans | 2011-12-31 | $291,323 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $9,933,782 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $7,487,158 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $10 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,248,617 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $113,497 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,471,043 |
Employer contributions (assets) at end of year | 2011-12-31 | $19,674 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $17,849 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,324,345 |
Contract administrator fees | 2011-12-31 | $48,870 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GREEN HASSON & JANKS, LLP |
Accountancy firm EIN | 2011-12-31 | 951777440 |
2010 : BURRTEC RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $8,651,267 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,451,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,403,896 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,445,569 |
Value of total assets at end of year | 2010-12-31 | $41,824,264 |
Value of total assets at beginning of year | 2010-12-31 | $35,624,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $47,585 |
Total interest from all sources | 2010-12-31 | $315,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $546,339 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $546,339 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,898,850 |
Participant contributions at end of year | 2010-12-31 | $5,163,615 |
Participant contributions at beginning of year | 2010-12-31 | $5,282,030 |
Participant contributions at end of year | 2010-12-31 | $42,808 |
Participant contributions at beginning of year | 2010-12-31 | $39,691 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $174,173 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,199,786 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $41,824,264 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $35,624,478 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $29,112,833 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $21,823,014 |
Interest on participant loans | 2010-12-31 | $315,153 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,487,159 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $8,462,331 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $681 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $681 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,730,359 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $613,847 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,372,546 |
Employer contributions (assets) at end of year | 2010-12-31 | $17,849 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $16,731 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,403,896 |
Contract administrator fees | 2010-12-31 | $47,585 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GREEN HASSON AND JANKS, LLP |
Accountancy firm EIN | 2010-12-31 | 951777440 |
2009 : BURRTEC RETIREMENT SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: BURRTEC RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BURRTEC RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BURRTEC RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BURRTEC RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BURRTEC RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BURRTEC RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BURRTEC RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BURRTEC RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BURRTEC RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BURRTEC RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BURRTEC RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BURRTEC RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Mulitple employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BURRTEC RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Mulitple employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BURRTEC RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Mulitple employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |