401k Plan data: BURR & COMPANY 401(K) RETIREMENT PLAN plan

BURR & COMPANY 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	BURR & COMPANY 401(K) RETIREMENT PLAN
Plan identification number	001

BURR & COMPANY 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BURR & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: BURR & COMPANY

Employer identification number (EIN): 382026746

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURR & COMPANY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TERRI MCINTOSH 2024-01-30 TERRI MCINTOSH 2024-01-30
001 2022-01-01 TERRI MCINTOSH 2023-02-06 TERRI MCINTOSH 2023-02-06
001 2021-01-01 TERRI MCINTOSH 2022-03-08 TERRI MCINTOSH 2022-03-08
001 2020-01-01 TERRI MCINTOSH 2021-02-08
001 2019-01-01 TERR MCINTOSH 2020-02-10 TERR MCINTOSH 2020-02-10
001 2018-01-01 TERRI MCINTOSH 2019-02-21 TERRI MCINTOSH 2019-02-21
001 2017-01-01 TERRI MCINTOSH 2018-02-19 TERRI MCINTOSH 2018-02-19
001 2016-01-01 TERRI MCINTOSH 2017-05-16 TERRI MCINTOSH 2017-05-16
001 2015-01-01 TERRI MCINTOSH 2016-03-11 TERRI MCINTOSH 2016-03-11
001 2014-01-01 TERRI MCINTOSH 2015-04-13 TERRI MCINTOSH 2015-04-13
001 2013-01-01 TERRI MCINTOSH 2014-03-19 TERRI MCINTOSH 2014-03-19
001 2012-01-01 TERRI MCINTOSH 2013-02-04 TERRI MCINTOSH 2013-02-04
001 2011-01-01 TERRI MCINTOSH 2012-01-24 TERRI MCINTOSH 2012-01-24
001 2010-01-01 MICHAEL EVENHOUSE 2011-08-01 MICHAEL EVENHOUSE 2011-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TERRI MCINTOSH	2024-01-30	TERRI MCINTOSH	2024-01-30
001	2022-01-01	TERRI MCINTOSH	2023-02-06	TERRI MCINTOSH	2023-02-06
001	2021-01-01	TERRI MCINTOSH	2022-03-08	TERRI MCINTOSH	2022-03-08
001	2020-01-01	TERRI MCINTOSH	2021-02-08
001	2019-01-01	TERR MCINTOSH	2020-02-10	TERR MCINTOSH	2020-02-10
001	2018-01-01	TERRI MCINTOSH	2019-02-21	TERRI MCINTOSH	2019-02-21
001	2017-01-01	TERRI MCINTOSH	2018-02-19	TERRI MCINTOSH	2018-02-19
001	2016-01-01	TERRI MCINTOSH	2017-05-16	TERRI MCINTOSH	2017-05-16
001	2015-01-01	TERRI MCINTOSH	2016-03-11	TERRI MCINTOSH	2016-03-11
001	2014-01-01	TERRI MCINTOSH	2015-04-13	TERRI MCINTOSH	2015-04-13
001	2013-01-01	TERRI MCINTOSH	2014-03-19	TERRI MCINTOSH	2014-03-19
001	2012-01-01	TERRI MCINTOSH	2013-02-04	TERRI MCINTOSH	2013-02-04
001	2011-01-01	TERRI MCINTOSH	2012-01-24	TERRI MCINTOSH	2012-01-24
001	2010-01-01	MICHAEL EVENHOUSE	2011-08-01	MICHAEL EVENHOUSE	2011-08-01

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	BURR & COMPANY
Employer identification number (EIN):	382026746
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages