401k Plan data: BURCH & GEORGE SAVINGS INCENTIVE PLAN plan

BURCH & GEORGE SAVINGS INCENTIVE PLAN 401k Plan overview

Plan Name	BURCH & GEORGE SAVINGS INCENTIVE PLAN
Plan identification number	002

BURCH & GEORGE SAVINGS INCENTIVE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: BURCH & GEORGE, P.C.

Employer identification number (EIN): 731521791

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURCH & GEORGE SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KELLY GEORGE 2024-10-10
002 2022-01-01 KELLY GEORGE 2023-09-26
002 2021-01-01 KELLY GEORGE 2022-07-25
002 2020-01-01 KELLY GEORGE 2021-07-16
002 2019-01-01 KELLY GEORGE 2020-08-18
002 2018-01-01 KELLY GEORGE 2019-07-16
002 2017-01-01 KELLY GEORGE 2018-07-12
002 2016-01-01 KELLY GEORGE
002 2015-01-01 KELLY GEORGE
002 2014-01-01 KELLY GEORGE
002 2013-01-01 KELLY GEORGE
002 2012-01-01 KELLY GEORGE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	KELLY GEORGE	2024-10-10
002	2022-01-01	KELLY GEORGE	2023-09-26
002	2021-01-01	KELLY GEORGE	2022-07-25
002	2020-01-01	KELLY GEORGE	2021-07-16
002	2019-01-01	KELLY GEORGE	2020-08-18
002	2018-01-01	KELLY GEORGE	2019-07-16
002	2017-01-01	KELLY GEORGE	2018-07-12
002	2016-01-01	KELLY GEORGE
002	2015-01-01	KELLY GEORGE
002	2014-01-01	KELLY GEORGE
002	2013-01-01	KELLY GEORGE
002	2012-01-01	KELLY GEORGE

Plan Statistics for BURCH & GEORGE SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for BURCH & GEORGE SAVINGS INCENTIVE PLAN

Measure Date Value
2016: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 1
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
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 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 6
2012: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	1
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
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	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	6
2012: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BURCH & GEORGE SAVINGS INCENTIVE PLAN

Measure	Date	Value
2016 : BURCH & GEORGE SAVINGS INCENTIVE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$33,750
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$190,457
Total plan assets at beginning of year	2016-12-31	$156,707
Value of fidelity bond covering the plan	2016-12-31	$30,000
Total contributions received or receivable from participants	2016-12-31	$10,954
Contributions received from other sources (not participants or employers)	2016-12-31	$2,274
Other income received	2016-12-31	$7,602
Net income (gross income less expenses)	2016-12-31	$33,750
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$190,457
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$156,707
Total contributions received or receivable from employer(s)	2016-12-31	$12,920
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : BURCH & GEORGE SAVINGS INCENTIVE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$34,219
Total plan assets at end of year	2015-12-31	$156,575
Total plan assets at beginning of year	2015-12-31	$122,356
Value of fidelity bond covering the plan	2015-12-31	$30,000
Total contributions received or receivable from participants	2015-12-31	$22,393
Other income received	2015-12-31	$-11,288
Net income (gross income less expenses)	2015-12-31	$34,219
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$156,575
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$122,356
Total contributions received or receivable from employer(s)	2015-12-31	$23,114
2014 : BURCH & GEORGE SAVINGS INCENTIVE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$61,317
Total plan assets at end of year	2014-12-31	$122,356
Total plan assets at beginning of year	2014-12-31	$61,039
Value of fidelity bond covering the plan	2014-12-31	$30,000
Total contributions received or receivable from participants	2014-12-31	$26,067
Other income received	2014-12-31	$-1,502
Net income (gross income less expenses)	2014-12-31	$61,317
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$122,356
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$61,039
Total contributions received or receivable from employer(s)	2014-12-31	$36,752
2013 : BURCH & GEORGE SAVINGS INCENTIVE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$34,514
Expenses. Total of all expenses incurred	2013-12-31	$269
Benefits paid (including direct rollovers)	2013-12-31	$269
Total plan assets at end of year	2013-12-31	$61,039
Total plan assets at beginning of year	2013-12-31	$26,794
Value of fidelity bond covering the plan	2013-12-31	$30,000
Total contributions received or receivable from participants	2013-12-31	$7,905
Other income received	2013-12-31	$6,850
Net income (gross income less expenses)	2013-12-31	$34,245
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$61,039
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$26,794
Total contributions received or receivable from employer(s)	2013-12-31	$19,759
2012 : BURCH & GEORGE SAVINGS INCENTIVE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$26,794
Total plan assets at end of year	2012-12-31	$26,794
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$30,000
Total contributions received or receivable from participants	2012-12-31	$8,069
Other income received	2012-12-31	$1,016
Net income (gross income less expenses)	2012-12-31	$26,794
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$26,794
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$17,709

Form 5500 Responses for BURCH & GEORGE SAVINGS INCENTIVE PLAN

2016: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BURCH & GEORGE SAVINGS INCENTIVE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BURCH & GEORGE, P.C.
Employer identification number (EIN):	731521791
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers