401k Plan data: BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST plan

BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST 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.
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

BURKE & LAMB has sponsored the creation of one or more 401k plans.

Company Name: BURKE & LAMB

Employer identification number (EIN): 043496650

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ALAN R RIENDEAU 2024-04-29
001 2022-01-01 ALAN R RIENDEAU 2023-05-05
001 2021-01-01 ALAN R RIENDEAU 2022-05-04
001 2020-01-01 ALAN R RIENDEAU 2021-05-26
001 2019-01-01 ALAN RIENDEAU 2020-05-06
001 2018-01-01 ALAN RIENDEAU 2019-05-03
001 2017-01-01 ALAN RIENDEAU 2018-04-30
001 2016-01-01 ALAN RIENDEAU 2017-05-15
001 2015-01-01 ALAN RIENDEAU 2016-05-13
001 2014-01-01 ALAN RIENDEAU 2015-05-12
001 2013-01-01 ALAN RIENDEAU 2014-05-15
001 2012-01-01 BURKE LAMB 2013-06-13
001 2011-01-01 BURKE LAMB 2012-06-11
001 2010-01-01 BURKE LAMB 2011-07-01
001 2009-01-01 BURKE LAMB

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ALAN R RIENDEAU	2024-04-29
001	2022-01-01	ALAN R RIENDEAU	2023-05-05
001	2021-01-01	ALAN R RIENDEAU	2022-05-04
001	2020-01-01	ALAN R RIENDEAU	2021-05-26
001	2019-01-01	ALAN RIENDEAU	2020-05-06
001	2018-01-01	ALAN RIENDEAU	2019-05-03
001	2017-01-01	ALAN RIENDEAU	2018-04-30
001	2016-01-01	ALAN RIENDEAU	2017-05-15
001	2015-01-01	ALAN RIENDEAU	2016-05-13
001	2014-01-01	ALAN RIENDEAU	2015-05-12
001	2013-01-01	ALAN RIENDEAU	2014-05-15
001	2012-01-01	BURKE LAMB	2013-06-13
001	2011-01-01	BURKE LAMB	2012-06-11
001	2010-01-01	BURKE LAMB	2011-07-01
001	2009-01-01	BURKE LAMB

Plan Statistics for BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2009: BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST

2009: BURKE LAMB PC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single 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

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Company Name:	BURKE & LAMB
Employer identification number (EIN):	043496650
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants