401k Plan data: BURGON TOOL STEEL 401(K) PS PLAN plan

BURGON TOOL STEEL 401(K) PS PLAN 401k Plan overview

Plan Name	BURGON TOOL STEEL 401(K) PS PLAN
Plan identification number	001

BURGON TOOL STEEL 401(K) PS 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.

401k Sponsoring company profile

BURGON TOOL STEEL CO. has sponsored the creation of one or more 401k plans.

Company Name: BURGON TOOL STEEL CO.

Employer identification number (EIN): 204184036

NAIC Classification: 423500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURGON TOOL STEEL 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 BARBARA RUSSELL
001 2013-01-01 JOHN PACKARD
001 2012-01-01 JOHN PACKARD JOHN PACKARD 2013-07-15
001 2011-01-01 DEBORAH JOHNSON
001 2010-01-01 DEBORAH JOHNSON
001 2009-01-01 DEBORAH JOHNSON
001 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	BARBARA RUSSELL
001	2013-01-01	JOHN PACKARD
001	2012-01-01	JOHN PACKARD	JOHN PACKARD	2013-07-15
001	2011-01-01	DEBORAH JOHNSON
001	2010-01-01	DEBORAH JOHNSON
001	2009-01-01	DEBORAH JOHNSON
001	2009-01-01

Plan Statistics for BURGON TOOL STEEL 401(K) PS PLAN

401k plan membership statisitcs for BURGON TOOL STEEL 401(K) PS PLAN

Measure Date Value
2014: BURGON TOOL STEEL 401(K) PS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BURGON TOOL STEEL 401(K) PS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
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 18
Total of all active and inactive participants 2013-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 35
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BURGON TOOL STEEL 401(K) PS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
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 21
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BURGON TOOL STEEL 401(K) PS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
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 7
Total of all active and inactive participants 2011-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 41
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BURGON TOOL STEEL 401(K) PS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 34
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 8
Total of all active and inactive participants 2010-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 42
Number of participants with account balances 2010-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BURGON TOOL STEEL 401(K) PS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
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 8
Total of all active and inactive participants 2009-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 38
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: BURGON TOOL STEEL 401(K) PS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BURGON TOOL STEEL 401(K) PS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
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	18
Total of all active and inactive participants	2013-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	35
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BURGON TOOL STEEL 401(K) PS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
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	21
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BURGON TOOL STEEL 401(K) PS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
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	7
Total of all active and inactive participants	2011-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	41
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BURGON TOOL STEEL 401(K) PS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	34
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	8
Total of all active and inactive participants	2010-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	42
Number of participants with account balances	2010-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BURGON TOOL STEEL 401(K) PS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
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	8
Total of all active and inactive participants	2009-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	38
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BURGON TOOL STEEL 401(K) PS PLAN

Measure	Date	Value
2014 : BURGON TOOL STEEL 401(K) PS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total income from all sources	2014-12-31	$117,214
Expenses. Total of all expenses incurred	2014-12-31	$2,398,235
Benefits paid (including direct rollovers)	2014-12-31	$2,397,222
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$2,281,021
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$43,847
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,013
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$50,627
Net income (gross income less expenses)	2014-12-31	$-2,281,021
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,281,021
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$22,740
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : BURGON TOOL STEEL 401(K) PS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$382,116
Expenses. Total of all expenses incurred	2013-12-31	$1,127,179
Benefits paid (including direct rollovers)	2013-12-31	$1,126,806
Total plan assets at end of year	2013-12-31	$2,281,027
Total plan assets at beginning of year	2013-12-31	$3,026,090
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$53,197
Expenses. Other expenses not covered elsewhere	2013-12-31	$373
Contributions received from other sources (not participants or employers)	2013-12-31	$4,337
Other income received	2013-12-31	$294,353
Net income (gross income less expenses)	2013-12-31	$-745,063
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,281,027
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,026,090
Assets. Value of participant loans	2013-12-31	$26,455
Total contributions received or receivable from employer(s)	2013-12-31	$30,229
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : BURGON TOOL STEEL 401(K) PS PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$565,164
Expenses. Total of all expenses incurred	2012-12-31	$169,002
Benefits paid (including direct rollovers)	2012-12-31	$167,297
Total plan assets at end of year	2012-12-31	$3,026,273
Total plan assets at beginning of year	2012-12-31	$2,630,111
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$86,258
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,705
Contributions received from other sources (not participants or employers)	2012-12-31	$150,644
Other income received	2012-12-31	$280,439
Net income (gross income less expenses)	2012-12-31	$396,162
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,026,273
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,630,111
Assets. Value of participant loans	2012-12-31	$28,966
Total contributions received or receivable from employer(s)	2012-12-31	$47,823
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : BURGON TOOL STEEL 401(K) PS PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$157,653
Expenses. Total of all expenses incurred	2011-12-31	$857,619
Benefits paid (including direct rollovers)	2011-12-31	$855,956
Total plan assets at end of year	2011-12-31	$2,630,111
Total plan assets at beginning of year	2011-12-31	$3,330,077
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$120,893
Expenses. Other expenses not covered elsewhere	2011-12-31	$81
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-20,366
Net income (gross income less expenses)	2011-12-31	$-699,966
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,630,111
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,330,077
Assets. Value of participant loans	2011-12-31	$5,251
Total contributions received or receivable from employer(s)	2011-12-31	$57,126
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$1,582
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : BURGON TOOL STEEL 401(K) PS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$636,770
Expenses. Total of all expenses incurred	2010-12-31	$27,703
Benefits paid (including direct rollovers)	2010-12-31	$22,537
Total plan assets at end of year	2010-12-31	$3,330,077
Total plan assets at beginning of year	2010-12-31	$2,721,010
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$118,451
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,166
Other income received	2010-12-31	$478,261
Net income (gross income less expenses)	2010-12-31	$609,067
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,330,077
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,721,010
Assets. Value of participant loans	2010-12-31	$28,419
Total contributions received or receivable from employer(s)	2010-12-31	$40,058
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BURGON TOOL STEEL 401(K) PS 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

Form 5500 Responses for BURGON TOOL STEEL 401(K) PS PLAN

2014: BURGON TOOL STEEL 401(K) PS 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	Yes
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: BURGON TOOL STEEL 401(K) PS 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: BURGON TOOL STEEL 401(K) PS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: BURGON TOOL STEEL 401(K) PS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: BURGON TOOL STEEL 401(K) PS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single 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: BURGON TOOL STEEL 401(K) PS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	BURGON TOOL STEEL CO.
Employer identification number (EIN):	204184036
NAIC Classification:	423500