401k Plan data: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST plan

JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

JERRY L. BURD, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: JERRY L. BURD, D.D.S., INC.

Employer identification number (EIN): 760022693

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about JERRY L. BURD, D.D.S., INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1982-06-02

Company Identification Number: 0090778402

Legal Registered Office Address: 3555 DELAWARE ST

BEAUMONT
United States of America (USA)
77706

More information about JERRY L. BURD, D.D.S., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01 JERRY L. BURD DDS 2016-10-06
001 2014-01-01 JERRY L. BURD DDS
001 2013-01-01 JERRY L. BURD DDS
001 2012-01-01 JERRY L. BURD DDS
001 2011-01-01 JERRY L. BURD DDS
001 2009-01-01 JERRY L. BURD DDS
001 2009-01-01 JERRY L. BURD DDS
001 2009-01-01 MARY HELEN BURD

Plan Statistics for JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$32,323
Expenses. Total of all expenses incurred	2016-12-31	$16,303
Benefits paid (including direct rollovers)	2016-12-31	$8,806
Total plan assets at end of year	2016-12-31	$871,001
Total plan assets at beginning of year	2016-12-31	$854,981
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$32,323
Net income (gross income less expenses)	2016-12-31	$16,020
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$871,001
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$854,981
Total contributions received or receivable from employer(s)	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-72,849
Expenses. Total of all expenses incurred	2015-12-31	$9,101
Total plan assets at end of year	2015-12-31	$854,981
Total plan assets at beginning of year	2015-12-31	$936,931
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$-72,849
Net income (gross income less expenses)	2015-12-31	$-81,950
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$854,981
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$936,931
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,101
2014 : JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$5,541
Expenses. Total of all expenses incurred	2014-12-31	$23,599
Benefits paid (including direct rollovers)	2014-12-31	$14,730
Total plan assets at end of year	2014-12-31	$936,931
Total plan assets at beginning of year	2014-12-31	$954,989
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$5,541
Net income (gross income less expenses)	2014-12-31	$-18,058
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$936,931
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$954,989
Value of certain deemed distributions of participant loans	2014-12-31	$8,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$35,771
Expenses. Total of all expenses incurred	2013-12-31	$8,202
Total plan assets at end of year	2013-12-31	$954,989
Total plan assets at beginning of year	2013-12-31	$927,420
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$35,771
Net income (gross income less expenses)	2013-12-31	$27,569
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$954,989
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$927,420
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,202
2012 : JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$22,275
Expenses. Total of all expenses incurred	2012-12-31	$7,928
Total plan assets at end of year	2012-12-31	$927,420
Total plan assets at beginning of year	2012-12-31	$913,073
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$22,275
Net income (gross income less expenses)	2012-12-31	$14,347
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$927,420
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$913,073
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,928
2011 : JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-8,045
Expenses. Total of all expenses incurred	2011-12-31	$8,162
Total plan assets at end of year	2011-12-31	$913,073
Total plan assets at beginning of year	2011-12-31	$929,280
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,162
Other income received	2011-12-31	$-8,045
Net income (gross income less expenses)	2011-12-31	$-16,207
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$913,073
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$929,280
2010 : JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$52,369
Expenses. Total of all expenses incurred	2010-12-31	$7,872
Total plan assets at end of year	2010-12-31	$929,280
Total plan assets at beginning of year	2010-12-31	$884,783
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,872
Other income received	2010-12-31	$52,369
Net income (gross income less expenses)	2010-12-31	$44,497
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$929,280
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$884,783
2009 : JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST

2016: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JERRY L. BURD, D.D.S., INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JERRY L. BURD, D.D.S., INC.
Employer identification number (EIN):	760022693
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1982-06-02
Company Identification Number:	0090778402
Legal Registered Office Address:	3555 DELAWARE ST BEAUMONT United States of America (USA) 77706

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01	JERRY L. BURD DDS	2016-10-06
001	2014-01-01	JERRY L. BURD DDS
001	2013-01-01	JERRY L. BURD DDS
001	2012-01-01	JERRY L. BURD DDS
001	2011-01-01	JERRY L. BURD DDS
001	2009-01-01	JERRY L. BURD DDS
001	2009-01-01	JERRY L. BURD DDS
001	2009-01-01	MARY HELEN BURD