401k Plan data: THE BURGESS COMPANY DEFINED BENEFIT PLAN plan

THE BURGESS COMPANY DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	THE BURGESS COMPANY DEFINED BENEFIT PLAN
Plan identification number	003

THE BURGESS COMPANY DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan. Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

THE BURGESS COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE BURGESS COMPANY, INC.

Employer identification number (EIN): 870348536

NAIC Classification: 531120
NAIC Description: Lessors of Nonresidential Buildings (except Miniwarehouses)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BURGESS COMPANY DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-04-01 JAMES BURGESS 2022-01-14
003 2019-04-01 JAMES BURGESS 2021-01-15
003 2019-04-01 JAMES BURGESS 2021-01-15
003 2018-04-01 JAMES BURGESS 2021-07-09
003 2017-04-01 JAMES BURGESS 2019-01-14
003 2017-04-01 JAMES BURGESS 2021-07-08
003 2016-04-01 JAMES BURGESS 2018-01-12
003 2015-04-01 JAMES BURGESS 2016-10-03
003 2014-04-01 JAMES BURGESS 2016-01-13 JAMES BURGESS 2016-01-13
003 2013-04-01 JAMES BURGESS 2015-01-09 JAMES BURGESS 2015-01-09
003 2012-04-01 JAMES M BURGESS 2013-11-14 JAMES M BURGESS 2013-11-14
003 2011-04-01 JAMES M BURGESS 2012-11-26 JAMES M BURGESS 2012-11-26
003 2010-04-01 JAMES M BURGESS 2011-09-01 JAMES M BURGESS 2011-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2020-04-01	JAMES BURGESS	2022-01-14
003	2019-04-01	JAMES BURGESS	2021-01-15
003	2019-04-01	JAMES BURGESS	2021-01-15
003	2018-04-01	JAMES BURGESS	2021-07-09
003	2017-04-01	JAMES BURGESS	2019-01-14
003	2017-04-01	JAMES BURGESS	2021-07-08
003	2016-04-01	JAMES BURGESS	2018-01-12
003	2015-04-01	JAMES BURGESS	2016-10-03
003	2014-04-01	JAMES BURGESS	2016-01-13	JAMES BURGESS	2016-01-13
003	2013-04-01	JAMES BURGESS	2015-01-09	JAMES BURGESS	2015-01-09
003	2012-04-01	JAMES M BURGESS	2013-11-14	JAMES M BURGESS	2013-11-14
003	2011-04-01	JAMES M BURGESS	2012-11-26	JAMES M BURGESS	2012-11-26
003	2010-04-01	JAMES M BURGESS	2011-09-01	JAMES M BURGESS	2011-09-01

Plan Statistics for THE BURGESS COMPANY DEFINED BENEFIT PLAN

401k plan membership statisitcs for THE BURGESS COMPANY DEFINED BENEFIT PLAN

Measure Date Value
2021: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-03-31 2,077,582
Acturial value of plan assets 2021-03-31 2,077,582
Funding target for retired participants and beneficiaries receiving payment 2021-03-31 0
Number of terminated vested participants 2021-03-31 0
Fundng target for terminated vested participants 2021-03-31 0
Active participant vested funding target 2021-03-31 2,077,975
Number of active participants 2021-03-31 2
Total funding liabilities for active participants 2021-03-31 2,077,975
Total participant count 2021-03-31 2
Total funding target for all participants 2021-03-31 2,077,975
Balance at beginning of prior year after applicable adjustments 2021-03-31 31,565
Prefunding balance at beginning of prior year after applicable adjustments 2021-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-03-31 0
Prefunding balanced used to offset prior years funding requirement 2021-03-31 0
Amount remaining of carryover balance 2021-03-31 31,565
Amount remaining of prefunding balance 2021-03-31 0
Present value of excess contributions 2021-03-31 303,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-03-31 320,861
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-03-31 0
Reductions in caryover balances due to elections or deemed elections 2021-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-03-31 0
Balance of carryovers at beginning of current year 2021-03-31 29,573
Balance of prefunding at beginning of current year 2021-03-31 0
Total employer contributions 2021-03-31 250,747
Total employee contributions 2021-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-03-31 235,812
Liquidity shortfalls end of Q1 2021-03-31 0
Liquidity shortfalls end of Q2 2021-03-31 0
Liquidity shortfalls end of Q3 2021-03-31 0
Liquidity shortfalls end of Q4 2021-03-31 0
Unpaid minimum required contributions for all prior years 2021-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-03-31 0
Remaining amount of unpaid minimum required contributions 2021-03-31 0
Minimum required contributions for current year target normal cost 2021-03-31 9,287
Net shortfall amortization installment of oustanding balance 2021-03-31 29,966
Waiver amortization installment 2021-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-03-31 21,079
Carryover balance elected to use to offset funding requirement 2021-03-31 0
Prefunding balance elected to use to offset funding requirement 2021-03-31 0
Additional cash requirement 2021-03-31 21,079
Contributions allocatedtoward minimum required contributions for current year 2021-03-31 235,812
Unpaid minimum required contributions for current year 2021-03-31 0
Unpaid minimum required contributions for all years 2021-03-31 0
2020: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-03-31 1,794,600
Acturial value of plan assets 2020-03-31 1,794,600
Funding target for retired participants and beneficiaries receiving payment 2020-03-31 0
Number of terminated vested participants 2020-03-31 1
Fundng target for terminated vested participants 2020-03-31 4,104
Active participant vested funding target 2020-03-31 2,110,734
Number of active participants 2020-03-31 2
Total funding liabilities for active participants 2020-03-31 2,110,734
Total participant count 2020-03-31 3
Total funding target for all participants 2020-03-31 2,114,838
Balance at beginning of prior year after applicable adjustments 2020-03-31 30,128
Prefunding balance at beginning of prior year after applicable adjustments 2020-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-03-31 0
Prefunding balanced used to offset prior years funding requirement 2020-03-31 0
Amount remaining of carryover balance 2020-03-31 30,128
Amount remaining of prefunding balance 2020-03-31 0
Present value of excess contributions 2020-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-03-31 0
Reductions in caryover balances due to elections or deemed elections 2020-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-03-31 0
Balance of carryovers at beginning of current year 2020-03-31 31,565
Balance of prefunding at beginning of current year 2020-03-31 0
Total employer contributions 2020-03-31 396,368
Total employee contributions 2020-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-03-31 375,460
Unpaid minimum required contributions for all prior years 2020-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-03-31 0
Remaining amount of unpaid minimum required contributions 2020-03-31 0
Minimum required contributions for current year target normal cost 2020-03-31 14,450
Net shortfall amortization installment of oustanding balance 2020-03-31 351,803
Waiver amortization installment 2020-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-03-31 71,614
Carryover balance elected to use to offset funding requirement 2020-03-31 0
Prefunding balance elected to use to offset funding requirement 2020-03-31 0
Additional cash requirement 2020-03-31 71,614
Contributions allocatedtoward minimum required contributions for current year 2020-03-31 375,460
Unpaid minimum required contributions for current year 2020-03-31 0
Unpaid minimum required contributions for all years 2020-03-31 0
2019: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-03-31 1,712,837
Acturial value of plan assets 2019-03-31 1,712,837
Funding target for retired participants and beneficiaries receiving payment 2019-03-31 0
Number of terminated vested participants 2019-03-31 1
Fundng target for terminated vested participants 2019-03-31 3,691
Active participant vested funding target 2019-03-31 1,096,553
Number of active participants 2019-03-31 2
Total funding liabilities for active participants 2019-03-31 1,096,553
Total participant count 2019-03-31 3
Total funding target for all participants 2019-03-31 1,100,244
Balance at beginning of prior year after applicable adjustments 2019-03-31 28,880
Prefunding balance at beginning of prior year after applicable adjustments 2019-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-03-31 0
Prefunding balanced used to offset prior years funding requirement 2019-03-31 0
Amount remaining of carryover balance 2019-03-31 28,880
Amount remaining of prefunding balance 2019-03-31 0
Present value of excess contributions 2019-03-31 576,522
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-03-31 613,881
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-03-31 0
Reductions in caryover balances due to elections or deemed elections 2019-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-03-31 0
Balance of carryovers at beginning of current year 2019-03-31 30,128
Balance of prefunding at beginning of current year 2019-03-31 0
Total employer contributions 2019-03-31 0
Total employee contributions 2019-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-03-31 0
Unpaid minimum required contributions for all prior years 2019-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-03-31 0
Remaining amount of unpaid minimum required contributions 2019-03-31 0
Minimum required contributions for current year target normal cost 2019-03-31 0
Net shortfall amortization installment of oustanding balance 2019-03-31 0
Waiver amortization installment 2019-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-03-31 0
Carryover balance elected to use to offset funding requirement 2019-03-31 0
Prefunding balance elected to use to offset funding requirement 2019-03-31 0
Additional cash requirement 2019-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-03-31 0
Unpaid minimum required contributions for current year 2019-03-31 0
Unpaid minimum required contributions for all years 2019-03-31 0
2018: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-03-31 1,053,409
Acturial value of plan assets 2018-03-31 1,053,409
Funding target for retired participants and beneficiaries receiving payment 2018-03-31 0
Number of terminated vested participants 2018-03-31 1
Fundng target for terminated vested participants 2018-03-31 3,308
Active participant vested funding target 2018-03-31 1,006,480
Number of active participants 2018-03-31 2
Total funding liabilities for active participants 2018-03-31 1,006,480
Total participant count 2018-03-31 3
Total funding target for all participants 2018-03-31 1,009,788
Balance at beginning of prior year after applicable adjustments 2018-03-31 27,481
Prefunding balance at beginning of prior year after applicable adjustments 2018-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-03-31 0
Prefunding balanced used to offset prior years funding requirement 2018-03-31 0
Amount remaining of carryover balance 2018-03-31 27,481
Amount remaining of prefunding balance 2018-03-31 0
Present value of excess contributions 2018-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-03-31 0
Reductions in caryover balances due to elections or deemed elections 2018-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-03-31 0
Balance of carryovers at beginning of current year 2018-03-31 28,880
Balance of prefunding at beginning of current year 2018-03-31 0
Total employer contributions 2018-03-31 614,197
Total employee contributions 2018-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-03-31 576,522
Unpaid minimum required contributions for all prior years 2018-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-03-31 0
Remaining amount of unpaid minimum required contributions 2018-03-31 0
Minimum required contributions for current year target normal cost 2018-03-31 0
Net shortfall amortization installment of oustanding balance 2018-03-31 0
Waiver amortization installment 2018-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-03-31 0
Carryover balance elected to use to offset funding requirement 2018-03-31 0
Prefunding balance elected to use to offset funding requirement 2018-03-31 0
Additional cash requirement 2018-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-03-31 576,522
Unpaid minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for all years 2018-03-31 0
2017: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-03-31 1,002,301
Acturial value of plan assets 2017-03-31 1,002,301
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 0
Number of terminated vested participants 2017-03-31 0
Fundng target for terminated vested participants 2017-03-31 0
Active participant vested funding target 2017-03-31 959,813
Number of active participants 2017-03-31 4
Total funding liabilities for active participants 2017-03-31 959,813
Total participant count 2017-03-31 4
Total funding target for all participants 2017-03-31 959,813
Balance at beginning of prior year after applicable adjustments 2017-03-31 28,943
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-03-31 0
Prefunding balanced used to offset prior years funding requirement 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 28,943
Amount remaining of prefunding balance 2017-03-31 0
Present value of excess contributions 2017-03-31 42,009
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 44,744
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-31 0
Reductions in caryover balances due to elections or deemed elections 2017-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-03-31 0
Balance of carryovers at beginning of current year 2017-03-31 27,481
Balance of prefunding at beginning of current year 2017-03-31 0
Total employer contributions 2017-03-31 0
Total employee contributions 2017-03-31 0
Unpaid minimum required contributions for all prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 0
Additional cash requirement 2017-03-31 0
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0

Measure	Date	Value
2021: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-03-31	2,077,582
Acturial value of plan assets	2021-03-31	2,077,582
Funding target for retired participants and beneficiaries receiving payment	2021-03-31	0
Number of terminated vested participants	2021-03-31	0
Fundng target for terminated vested participants	2021-03-31	0
Active participant vested funding target	2021-03-31	2,077,975
Number of active participants	2021-03-31	2
Total funding liabilities for active participants	2021-03-31	2,077,975
Total participant count	2021-03-31	2
Total funding target for all participants	2021-03-31	2,077,975
Balance at beginning of prior year after applicable adjustments	2021-03-31	31,565
Prefunding balance at beginning of prior year after applicable adjustments	2021-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-03-31	0
Prefunding balanced used to offset prior years funding requirement	2021-03-31	0
Amount remaining of carryover balance	2021-03-31	31,565
Amount remaining of prefunding balance	2021-03-31	0
Present value of excess contributions	2021-03-31	303,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-03-31	320,861
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-03-31	0
Reductions in caryover balances due to elections or deemed elections	2021-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-03-31	0
Balance of carryovers at beginning of current year	2021-03-31	29,573
Balance of prefunding at beginning of current year	2021-03-31	0
Total employer contributions	2021-03-31	250,747
Total employee contributions	2021-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-03-31	235,812
Liquidity shortfalls end of Q1	2021-03-31	0
Liquidity shortfalls end of Q2	2021-03-31	0
Liquidity shortfalls end of Q3	2021-03-31	0
Liquidity shortfalls end of Q4	2021-03-31	0
Unpaid minimum required contributions for all prior years	2021-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-03-31	0
Remaining amount of unpaid minimum required contributions	2021-03-31	0
Minimum required contributions for current year target normal cost	2021-03-31	9,287
Net shortfall amortization installment of oustanding balance	2021-03-31	29,966
Waiver amortization installment	2021-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-03-31	21,079
Carryover balance elected to use to offset funding requirement	2021-03-31	0
Prefunding balance elected to use to offset funding requirement	2021-03-31	0
Additional cash requirement	2021-03-31	21,079
Contributions allocatedtoward minimum required contributions for current year	2021-03-31	235,812
Unpaid minimum required contributions for current year	2021-03-31	0
Unpaid minimum required contributions for all years	2021-03-31	0
2020: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-03-31	1,794,600
Acturial value of plan assets	2020-03-31	1,794,600
Funding target for retired participants and beneficiaries receiving payment	2020-03-31	0
Number of terminated vested participants	2020-03-31	1
Fundng target for terminated vested participants	2020-03-31	4,104
Active participant vested funding target	2020-03-31	2,110,734
Number of active participants	2020-03-31	2
Total funding liabilities for active participants	2020-03-31	2,110,734
Total participant count	2020-03-31	3
Total funding target for all participants	2020-03-31	2,114,838
Balance at beginning of prior year after applicable adjustments	2020-03-31	30,128
Prefunding balance at beginning of prior year after applicable adjustments	2020-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-03-31	0
Prefunding balanced used to offset prior years funding requirement	2020-03-31	0
Amount remaining of carryover balance	2020-03-31	30,128
Amount remaining of prefunding balance	2020-03-31	0
Present value of excess contributions	2020-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-03-31	0
Reductions in caryover balances due to elections or deemed elections	2020-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-03-31	0
Balance of carryovers at beginning of current year	2020-03-31	31,565
Balance of prefunding at beginning of current year	2020-03-31	0
Total employer contributions	2020-03-31	396,368
Total employee contributions	2020-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-03-31	375,460
Unpaid minimum required contributions for all prior years	2020-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-03-31	0
Remaining amount of unpaid minimum required contributions	2020-03-31	0
Minimum required contributions for current year target normal cost	2020-03-31	14,450
Net shortfall amortization installment of oustanding balance	2020-03-31	351,803
Waiver amortization installment	2020-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-03-31	71,614
Carryover balance elected to use to offset funding requirement	2020-03-31	0
Prefunding balance elected to use to offset funding requirement	2020-03-31	0
Additional cash requirement	2020-03-31	71,614
Contributions allocatedtoward minimum required contributions for current year	2020-03-31	375,460
Unpaid minimum required contributions for current year	2020-03-31	0
Unpaid minimum required contributions for all years	2020-03-31	0
2019: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-03-31	1,712,837
Acturial value of plan assets	2019-03-31	1,712,837
Funding target for retired participants and beneficiaries receiving payment	2019-03-31	0
Number of terminated vested participants	2019-03-31	1
Fundng target for terminated vested participants	2019-03-31	3,691
Active participant vested funding target	2019-03-31	1,096,553
Number of active participants	2019-03-31	2
Total funding liabilities for active participants	2019-03-31	1,096,553
Total participant count	2019-03-31	3
Total funding target for all participants	2019-03-31	1,100,244
Balance at beginning of prior year after applicable adjustments	2019-03-31	28,880
Prefunding balance at beginning of prior year after applicable adjustments	2019-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-03-31	0
Prefunding balanced used to offset prior years funding requirement	2019-03-31	0
Amount remaining of carryover balance	2019-03-31	28,880
Amount remaining of prefunding balance	2019-03-31	0
Present value of excess contributions	2019-03-31	576,522
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-03-31	613,881
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-03-31	0
Reductions in caryover balances due to elections or deemed elections	2019-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-03-31	0
Balance of carryovers at beginning of current year	2019-03-31	30,128
Balance of prefunding at beginning of current year	2019-03-31	0
Total employer contributions	2019-03-31	0
Total employee contributions	2019-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-03-31	0
Unpaid minimum required contributions for all prior years	2019-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-03-31	0
Remaining amount of unpaid minimum required contributions	2019-03-31	0
Minimum required contributions for current year target normal cost	2019-03-31	0
Net shortfall amortization installment of oustanding balance	2019-03-31	0
Waiver amortization installment	2019-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-03-31	0
Carryover balance elected to use to offset funding requirement	2019-03-31	0
Prefunding balance elected to use to offset funding requirement	2019-03-31	0
Additional cash requirement	2019-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-03-31	0
Unpaid minimum required contributions for current year	2019-03-31	0
Unpaid minimum required contributions for all years	2019-03-31	0
2018: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-03-31	1,053,409
Acturial value of plan assets	2018-03-31	1,053,409
Funding target for retired participants and beneficiaries receiving payment	2018-03-31	0
Number of terminated vested participants	2018-03-31	1
Fundng target for terminated vested participants	2018-03-31	3,308
Active participant vested funding target	2018-03-31	1,006,480
Number of active participants	2018-03-31	2
Total funding liabilities for active participants	2018-03-31	1,006,480
Total participant count	2018-03-31	3
Total funding target for all participants	2018-03-31	1,009,788
Balance at beginning of prior year after applicable adjustments	2018-03-31	27,481
Prefunding balance at beginning of prior year after applicable adjustments	2018-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-03-31	0
Prefunding balanced used to offset prior years funding requirement	2018-03-31	0
Amount remaining of carryover balance	2018-03-31	27,481
Amount remaining of prefunding balance	2018-03-31	0
Present value of excess contributions	2018-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-03-31	0
Reductions in caryover balances due to elections or deemed elections	2018-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-03-31	0
Balance of carryovers at beginning of current year	2018-03-31	28,880
Balance of prefunding at beginning of current year	2018-03-31	0
Total employer contributions	2018-03-31	614,197
Total employee contributions	2018-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-03-31	576,522
Unpaid minimum required contributions for all prior years	2018-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-03-31	0
Remaining amount of unpaid minimum required contributions	2018-03-31	0
Minimum required contributions for current year target normal cost	2018-03-31	0
Net shortfall amortization installment of oustanding balance	2018-03-31	0
Waiver amortization installment	2018-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-03-31	0
Carryover balance elected to use to offset funding requirement	2018-03-31	0
Prefunding balance elected to use to offset funding requirement	2018-03-31	0
Additional cash requirement	2018-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-03-31	576,522
Unpaid minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for all years	2018-03-31	0
2017: THE BURGESS COMPANY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-03-31	1,002,301
Acturial value of plan assets	2017-03-31	1,002,301
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	0
Number of terminated vested participants	2017-03-31	0
Fundng target for terminated vested participants	2017-03-31	0
Active participant vested funding target	2017-03-31	959,813
Number of active participants	2017-03-31	4
Total funding liabilities for active participants	2017-03-31	959,813
Total participant count	2017-03-31	4
Total funding target for all participants	2017-03-31	959,813
Balance at beginning of prior year after applicable adjustments	2017-03-31	28,943
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	0
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	28,943
Amount remaining of prefunding balance	2017-03-31	0
Present value of excess contributions	2017-03-31	42,009
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	44,744
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Reductions in caryover balances due to elections or deemed elections	2017-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-31	0
Balance of carryovers at beginning of current year	2017-03-31	27,481
Balance of prefunding at beginning of current year	2017-03-31	0
Total employer contributions	2017-03-31	0
Total employee contributions	2017-03-31	0
Unpaid minimum required contributions for all prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	0
Additional cash requirement	2017-03-31	0
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0

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Company Name:	THE BURGESS COMPANY, INC.
Employer identification number (EIN):	870348536
NAIC Classification:	531120
NAIC Description:	Lessors of Nonresidential Buildings (except Miniwarehouses)