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I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 401k Plan overview

Plan NameI.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN
Plan identification number 001

I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

I.G. BURTON AND COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:I.G. BURTON AND COMPANY, INC.
Employer identification number (EIN):510102421
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PETER RENZI
0012016-01-01PETER RENZI
0012015-01-01PETER RENZI
0012014-01-01PETER RENZI
0012013-01-01PETER RENZI
0012012-01-01PETER RENZI
0012011-01-01PETE RENZI
0012010-01-01DONNA WATKINS DONNA WATKINS2011-08-18
0012009-01-01DONNA WATKINS

Plan Statistics for I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN

401k plan membership statisitcs for I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN

Measure Date Value
2022: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01416
Total number of active participants reported on line 7a of the Form 55002022-01-01282
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01145
Total of all active and inactive participants2022-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01428
Number of participants with account balances2022-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01386
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01138
Total of all active and inactive participants2021-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01389
Number of participants with account balances2021-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01503
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01356
Number of participants with account balances2020-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0141
2019: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01420
Total number of active participants reported on line 7a of the Form 55002019-01-01313
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01160
Total of all active and inactive participants2019-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01473
Number of participants with account balances2019-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01357
Total number of active participants reported on line 7a of the Form 55002018-01-01279
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01361
Number of participants with account balances2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01347
Total number of active participants reported on line 7a of the Form 55002017-01-01279
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01334
Number of participants with account balances2017-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01311
Total number of active participants reported on line 7a of the Form 55002016-01-01284
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01347
Number of participants with account balances2016-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-01216
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01311
Number of participants with account balances2015-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01223
Total number of active participants reported on line 7a of the Form 55002014-01-01204
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01243
Number of participants with account balances2014-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01209
Total number of active participants reported on line 7a of the Form 55002013-01-01199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01223
Number of participants with account balances2013-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01202
Total number of active participants reported on line 7a of the Form 55002012-01-01184
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01209
Number of participants with account balances2012-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01266
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01202
Number of participants with account balances2011-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01249
Total number of active participants reported on line 7a of the Form 55002010-01-01172
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0193
Total of all active and inactive participants2010-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01266
Number of participants with account balances2010-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01267
Total number of active participants reported on line 7a of the Form 55002009-01-01169
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0180
Total of all active and inactive participants2009-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01249
Number of participants with account balances2009-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN

Measure Date Value
2022 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,072,595
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,462,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,386,953
Expenses. Certain deemed distributions of participant loans2022-12-31$5,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,397,456
Value of total assets at end of year2022-12-31$20,646,020
Value of total assets at beginning of year2022-12-31$23,181,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,148
Total interest from all sources2022-12-31$19,195
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$651,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$651,141
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,935,005
Participant contributions at end of year2022-12-31$494,582
Participant contributions at beginning of year2022-12-31$353,986
Participant contributions at end of year2022-12-31$32,358
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,772
Other income not declared elsewhere2022-12-31$345
Administrative expenses (other) incurred2022-12-31$70,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,535,581
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,646,020
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,181,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,921,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,827,615
Interest on participant loans2022-12-31$19,195
Value of interest in common/collective trusts at end of year2022-12-31$190,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,143,450
Net investment gain or loss from common/collective trusts2022-12-31$2,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$424,679
Employer contributions (assets) at end of year2022-12-31$7,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,386,953
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FAW CASSON
Accountancy firm EIN2022-12-31520619968
2021 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,701,631
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,980,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,929,021
Expenses. Certain deemed distributions of participant loans2021-12-31$4,640
Value of total corrective distributions2021-12-31$31,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,307,236
Value of total assets at end of year2021-12-31$23,181,601
Value of total assets at beginning of year2021-12-31$19,460,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,715
Total interest from all sources2021-12-31$16,974
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,422,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,422,181
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,759,933
Participant contributions at end of year2021-12-31$353,986
Participant contributions at beginning of year2021-12-31$313,877
Participant contributions at beginning of year2021-12-31$13,462
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$171,763
Other income not declared elsewhere2021-12-31$1,615
Administrative expenses (other) incurred2021-12-31$15,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,721,054
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,181,601
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,460,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,827,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,129,659
Interest on participant loans2021-12-31$16,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,953,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$375,540
Employer contributions (assets) at beginning of year2021-12-31$3,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,929,021
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FAW CASSON
Accountancy firm EIN2021-12-31520619968
2020 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,210,330
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,114,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,083,502
Expenses. Certain deemed distributions of participant loans2020-12-31$4,263
Value of total corrective distributions2020-12-31$6,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,733,027
Value of total assets at end of year2020-12-31$19,460,547
Value of total assets at beginning of year2020-12-31$19,364,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,408
Total interest from all sources2020-12-31$15,959
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$782,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$782,422
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,416,578
Participant contributions at end of year2020-12-31$313,877
Participant contributions at beginning of year2020-12-31$299,521
Participant contributions at end of year2020-12-31$13,462
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,081
Other income not declared elsewhere2020-12-31$36
Administrative expenses (other) incurred2020-12-31$20,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$95,611
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,460,547
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,364,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,129,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,065,415
Interest on participant loans2020-12-31$15,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,678,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$314,368
Employer contributions (assets) at end of year2020-12-31$3,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,083,502
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FAW CASSON
Accountancy firm EIN2020-12-31520619968
2019 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,816,270
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$398,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$381,155
Expenses. Certain deemed distributions of participant loans2019-12-31$4,221
Value of total corrective distributions2019-12-31$2,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,558,062
Value of total assets at end of year2019-12-31$19,364,936
Value of total assets at beginning of year2019-12-31$14,947,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,719
Total interest from all sources2019-12-31$17,039
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$914,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$914,085
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,268,817
Participant contributions at end of year2019-12-31$299,521
Participant contributions at beginning of year2019-12-31$351,882
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,326
Other income not declared elsewhere2019-12-31$590
Administrative expenses (other) incurred2019-12-31$10,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,417,574
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,364,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,947,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,065,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,595,480
Interest on participant loans2019-12-31$17,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,326,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$254,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$381,155
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FAW CASSON
Accountancy firm EIN2019-12-31520619968
2018 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$592,437
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,214,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,190,978
Expenses. Certain deemed distributions of participant loans2018-12-31$5,719
Value of total corrective distributions2018-12-31$7,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,265,687
Value of total assets at end of year2018-12-31$14,947,362
Value of total assets at beginning of year2018-12-31$15,569,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,898
Total interest from all sources2018-12-31$14,729
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$997,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$997,258
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,066,692
Participant contributions at end of year2018-12-31$351,882
Participant contributions at beginning of year2018-12-31$329,239
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,496
Other income not declared elsewhere2018-12-31$15
Administrative expenses (other) incurred2018-12-31$8,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-621,870
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,947,362
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,569,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,595,480
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,141,418
Interest on participant loans2018-12-31$14,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$98,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,685,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$187,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,190,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FAW CASSON
Accountancy firm EIN2018-12-31520619968
2017 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,364,100
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$424,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$402,358
Value of total corrective distributions2017-12-31$11,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,281,223
Value of total assets at end of year2017-12-31$15,569,232
Value of total assets at beginning of year2017-12-31$12,629,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,660
Total interest from all sources2017-12-31$11,833
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$939,876
Participant contributions at end of year2017-12-31$329,239
Participant contributions at beginning of year2017-12-31$239,523
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$116,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$28,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,940,054
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,569,232
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,629,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$15,141,418
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,235,331
Interest on participant loans2017-12-31$11,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$98,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$117,696
Net investment gain/loss from pooled separate accounts2017-12-31$2,071,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$224,916
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$8,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$402,358
Contract administrator fees2017-12-31$10,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FAW CASSON
Accountancy firm EIN2017-12-31510078596
2016 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,972,558
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$263,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$253,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,077,603
Value of total assets at end of year2016-12-31$12,629,178
Value of total assets at beginning of year2016-12-31$9,919,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,217
Total interest from all sources2016-12-31$8,987
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$789,582
Participant contributions at end of year2016-12-31$239,523
Participant contributions at beginning of year2016-12-31$162,125
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,039,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$28,576
Administrative expenses (other) incurred2016-12-31$9,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,709,426
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,629,178
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,919,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$12,235,331
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,692,369
Interest on participant loans2016-12-31$8,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$117,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$65,258
Net investment gain/loss from pooled separate accounts2016-12-31$885,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$248,586
Employer contributions (assets) at end of year2016-12-31$8,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$253,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FAW CASSON
Accountancy firm EIN2016-12-31510078596
2015 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,065
Total income from all sources (including contributions)2015-12-31$966,094
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$363,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$358,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,015,883
Value of total assets at end of year2015-12-31$9,919,752
Value of total assets at beginning of year2015-12-31$9,329,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,919
Total interest from all sources2015-12-31$6,413
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$740,479
Participant contributions at end of year2015-12-31$162,125
Participant contributions at beginning of year2015-12-31$152,894
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$47,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$12,065
Administrative expenses (other) incurred2015-12-31$4,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$602,405
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,919,752
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,317,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$9,692,369
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,126,290
Interest on participant loans2015-12-31$6,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$65,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$45,199
Net investment gain/loss from pooled separate accounts2015-12-31$-56,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$228,297
Employer contributions (assets) at beginning of year2015-12-31$4,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$358,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FAW CASSON
Accountancy firm EIN2015-12-31510078596
2014 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,290,221
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$405,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$400,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$896,042
Value of total assets at end of year2014-12-31$9,329,412
Value of total assets at beginning of year2014-12-31$8,432,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,592
Total interest from all sources2014-12-31$6,067
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$686,654
Participant contributions at end of year2014-12-31$152,894
Participant contributions at beginning of year2014-12-31$284,179
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$450
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$12,065
Administrative expenses (other) incurred2014-12-31$5,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$884,557
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,317,347
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,432,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$9,126,290
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,109,592
Interest on participant loans2014-12-31$6,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$45,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$39,019
Net investment gain/loss from pooled separate accounts2014-12-31$388,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$208,938
Employer contributions (assets) at end of year2014-12-31$4,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$400,072
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FAW CASSON
Accountancy firm EIN2014-12-31510078596
2013 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,131,182
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$453,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$449,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$845,356
Value of total assets at end of year2013-12-31$8,432,790
Value of total assets at beginning of year2013-12-31$6,755,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,968
Total interest from all sources2013-12-31$5,010
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$46,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$46,529
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$604,745
Participant contributions at end of year2013-12-31$284,179
Participant contributions at beginning of year2013-12-31$124,592
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,848
Administrative expenses (other) incurred2013-12-31$3,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,677,679
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,432,790
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,755,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,630,519
Value of interest in pooled separate accounts at end of year2013-12-31$8,109,592
Interest on participant loans2013-12-31$4,777
Interest earned on other investments2013-12-31$233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$39,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$286,246
Net investment gain/loss from pooled separate accounts2013-12-31$948,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$212,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$449,535
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FAW CASSON
Accountancy firm EIN2013-12-31510078596
2012 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,504,656
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$899,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$875,817
Expenses. Certain deemed distributions of participant loans2012-12-31$11,599
Value of total corrective distributions2012-12-31$9,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$811,357
Value of total assets at end of year2012-12-31$6,755,111
Value of total assets at beginning of year2012-12-31$6,149,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,663
Total interest from all sources2012-12-31$6,197
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$162,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$162,662
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$491,467
Participant contributions at end of year2012-12-31$124,592
Participant contributions at beginning of year2012-12-31$160,689
Participant contributions at beginning of year2012-12-31$1,960
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$177,529
Other income not declared elsewhere2012-12-31$69
Administrative expenses (other) incurred2012-12-31$2,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$605,175
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,755,111
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,149,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,630,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,986,615
Interest on participant loans2012-12-31$6,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$524,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$142,361
Employer contributions (assets) at beginning of year2012-12-31$672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$875,817
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2012-12-31520959934
2011 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$395,918
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$735,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$730,585
Expenses. Certain deemed distributions of participant loans2011-12-31$1,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$613,053
Value of total assets at end of year2011-12-31$6,149,936
Value of total assets at beginning of year2011-12-31$6,489,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,000
Total interest from all sources2011-12-31$8,864
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$157,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$157,220
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$479,365
Participant contributions at end of year2011-12-31$160,689
Participant contributions at beginning of year2011-12-31$208,858
Participant contributions at end of year2011-12-31$1,960
Participant contributions at beginning of year2011-12-31$1,493
Other income not declared elsewhere2011-12-31$14
Administrative expenses (other) incurred2011-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-339,532
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,149,936
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,489,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,986,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,278,649
Interest on participant loans2011-12-31$8,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-383,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$133,688
Employer contributions (assets) at end of year2011-12-31$672
Employer contributions (assets) at beginning of year2011-12-31$468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$730,585
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2011-12-31520959934
2010 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,261,361
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$289,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$273,596
Expenses. Certain deemed distributions of participant loans2010-12-31$3,090
Value of total corrective distributions2010-12-31$10,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$601,502
Value of total assets at end of year2010-12-31$6,489,468
Value of total assets at beginning of year2010-12-31$5,517,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,375
Total interest from all sources2010-12-31$10,152
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$120,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$120,041
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$442,667
Participant contributions at end of year2010-12-31$208,858
Participant contributions at beginning of year2010-12-31$187,172
Participant contributions at end of year2010-12-31$1,493
Participant contributions at beginning of year2010-12-31$1,335
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,536
Other income not declared elsewhere2010-12-31$6
Administrative expenses (other) incurred2010-12-31$2,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$971,852
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,489,468
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,517,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,278,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,328,797
Interest on participant loans2010-12-31$10,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$529,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$123,299
Employer contributions (assets) at end of year2010-12-31$468
Employer contributions (assets) at beginning of year2010-12-31$312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$273,596
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2010-12-31520959934
2009 : I.G. BURTON AND CO., INC. SALARY DEFERRAL 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 securities2009-12-31$0

Form 5500 Responses for I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN

2022: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601287-000
Policy instance 1
Insurance contract or identification number601287-000
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $7,844
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,844
Additional information about fees paid to insurance broker3
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601287-000
Policy instance 1
Insurance contract or identification number601287-000
Number of Individuals Covered301
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $41,433
Total amount of fees paid to insurance companyUSD $9,716
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,433
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameRED BANK PENSION SERVICES, INC.

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