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BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 401k Plan overview

Plan NameBURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN
Plan identification number 001

BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN Benefits

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

BURNETTS STAFFING INC has sponsored the creation of one or more 401k plans.

Company Name:BURNETTS STAFFING INC
Employer identification number (EIN):751210150
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01PAUL BURNETT PAUL BURNETT2019-05-09
0012017-01-01PAUL BURNETT PAUL BURNETT2018-10-08
0012016-01-01PAUL D. BURNETT PAUL D. BURNETT2017-09-26
0012015-01-01PAUL BURNETT PAUL BURNETT2016-07-25
0012014-01-01PAUL BURNETT PAUL BURNETT2015-10-01
0012013-01-01PAUL BURNETT PAUL BURNETT2014-10-13
0012012-01-01PAUL BURNETT PAUL BURNETT2013-09-17
0012011-01-01PAUL BURNETT PAUL BURNETT2012-09-25
0012009-04-01PAUL BURNETT PAUL BURNETT2010-09-07

Plan Statistics for BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN

401k plan membership statisitcs for BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN

Measure Date Value
2018: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0138
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0138
Number of participants with account balances2018-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0136
Total number of active participants reported on line 7a of the Form 55002017-01-0123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0136
Number of participants with account balances2017-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0133
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0131
Number of participants with account balances2016-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0132
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0127
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0123
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0130
Total number of active participants reported on line 7a of the Form 55002009-04-0115
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0116
Total of all active and inactive participants2009-04-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0131
Number of participants with account balances2009-04-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-011

Financial Data on BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN

Measure Date Value
2018 : BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-95,968
Expenses. Total of all expenses incurred2018-12-31$104,269
Benefits paid (including direct rollovers)2018-12-31$104,000
Total plan assets at end of year2018-12-31$2,814,120
Total plan assets at beginning of year2018-12-31$3,014,357
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$42,975
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-171,241
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-200,237
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,814,120
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,014,357
Assets. Value of participant loans2018-12-31$13,500
Total contributions received or receivable from employer(s)2018-12-31$32,298
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$-356
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$446,139
Expenses. Total of all expenses incurred2017-12-31$82,151
Benefits paid (including direct rollovers)2017-12-31$81,851
Total plan assets at end of year2017-12-31$3,014,357
Total plan assets at beginning of year2017-12-31$2,650,369
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$35,217
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$387,674
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$363,988
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,014,357
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,650,369
Assets. Value of participant loans2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$23,248
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$221,324
Expenses. Total of all expenses incurred2016-12-31$80,424
Benefits paid (including direct rollovers)2016-12-31$80,385
Total plan assets at end of year2016-12-31$2,650,369
Total plan assets at beginning of year2016-12-31$2,509,469
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$23,935
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$168,977
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$140,900
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,650,369
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,509,469
Assets. Value of participant loans2016-12-31$2,012
Total contributions received or receivable from employer(s)2016-12-31$28,412
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$39
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-3,834
Expenses. Total of all expenses incurred2015-12-31$85,583
Benefits paid (including direct rollovers)2015-12-31$85,290
Total plan assets at end of year2015-12-31$2,509,469
Total plan assets at beginning of year2015-12-31$2,598,886
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$20,992
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-43,265
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-89,417
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,509,469
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,598,886
Assets. Value of participant loans2015-12-31$4,468
Total contributions received or receivable from employer(s)2015-12-31$18,439
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$293
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$126,562
Expenses. Total of all expenses incurred2014-12-31$69,163
Benefits paid (including direct rollovers)2014-12-31$69,089
Total plan assets at end of year2014-12-31$2,598,886
Total plan assets at beginning of year2014-12-31$2,541,487
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$16,336
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$100,892
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$57,399
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,598,886
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,541,487
Assets. Value of participant loans2014-12-31$7,600
Total contributions received or receivable from employer(s)2014-12-31$9,334
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$74
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$387,428
Expenses. Total of all expenses incurred2013-12-31$71,747
Benefits paid (including direct rollovers)2013-12-31$71,680
Total plan assets at end of year2013-12-31$2,541,487
Total plan assets at beginning of year2013-12-31$2,225,806
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$15,162
Expenses. Other expenses not covered elsewhere2013-12-31$67
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$360,741
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$315,681
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,541,487
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,225,806
Assets. Value of participant loans2013-12-31$12,013
Total contributions received or receivable from employer(s)2013-12-31$11,525
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$315,631
Expenses. Total of all expenses incurred2012-12-31$313,078
Benefits paid (including direct rollovers)2012-12-31$313,020
Total plan assets at end of year2012-12-31$2,225,806
Total plan assets at beginning of year2012-12-31$2,223,253
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$16,766
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$291,712
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$2,553
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,225,806
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,223,253
Assets. Value of participant loans2012-12-31$7,195
Total contributions received or receivable from employer(s)2012-12-31$7,153
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$58
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-57,019
Expenses. Total of all expenses incurred2011-12-31$68,092
Benefits paid (including direct rollovers)2011-12-31$68,092
Total plan assets at end of year2011-12-31$2,223,253
Total plan assets at beginning of year2011-12-31$2,348,364
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$13,860
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-73,712
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-125,111
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,223,253
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,348,364
Assets. Value of participant loans2011-12-31$3,958
Total contributions received or receivable from employer(s)2011-12-31$2,833
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$295,197
Expenses. Total of all expenses incurred2010-12-31$315,804
Benefits paid (including direct rollovers)2010-12-31$315,614
Total plan assets at end of year2010-12-31$2,348,364
Total plan assets at beginning of year2010-12-31$2,368,971
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$11,607
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$283,590
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-20,607
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,348,364
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,368,971
Assets. Value of participant loans2010-12-31$5,894
Assets. Value of real-estate (other than employer real property)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$277,000

Form 5500 Responses for BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN

2018: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING 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 - TrustYes
2017: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING 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 - TrustYes
2016: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING 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 - TrustYes
2015: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING 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 - TrustYes
2014: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING 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 - TrustYes
2013: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING 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 - TrustYes
2012: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BURNETTS SOUTHWEST PERSONNEL SERVICES INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817433
Policy instance 1
Insurance contract or identification number817433
Number of Individuals Covered37
Insurance policy start date2018-02-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,007
Total amount of fees paid to insurance companyUSD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $15,007
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817433
Policy instance 2
Insurance contract or identification number817433
Number of Individuals Covered30
Insurance policy start date2017-02-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,755
Total amount of fees paid to insurance companyUSD $6,457
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,755
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSERVICE PROGRAM FEES
Insurance broker nameED FERGUSON & ASSOCIATES INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95726
Policy instance 1
Insurance contract or identification number95726
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-02-13
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameED FERGUSON & ASSOCIATES INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95726
Policy instance 1
Insurance contract or identification number95726
Number of Individuals Covered27
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,298
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $10,298
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95726
Policy instance 1
Insurance contract or identification number95726
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,241
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $10,241
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95726
Policy instance 1
Insurance contract or identification number95726
Number of Individuals Covered22
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,394
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $9,394
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95726
Policy instance 1
Insurance contract or identification number95726
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,287
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $9,287
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95726
Policy instance 1
Insurance contract or identification number95726
Number of Individuals Covered23
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,402
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95726
Policy instance 1
Insurance contract or identification number95726
Number of Individuals Covered26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $26,042
Total amount of fees paid to insurance companyUSD $150
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $26,042
Amount paid for insurance broker fees150
Additional information about fees paid to insurance brokerTPA ADMINISTRATION FEES
Insurance broker organization code?3
Insurance broker nameED FERGUSON AND ASSOCIATES INC
SOUTHLAND LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 15883 )
Policy contract number0229
Policy instance 2
Insurance contract or identification number0229
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMICHELLE DAVENPORT

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