401k Plan data: BURCH INSURANCE PROFIT SHARING PLAN plan

BURCH INSURANCE PROFIT SHARING PLAN 401k Plan overview

Plan Name	BURCH INSURANCE PROFIT SHARING PLAN
Plan identification number	002

BURCH INSURANCE PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

BURCH INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: BURCH INSURANCE, INC.

Employer identification number (EIN): 860635806

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURCH INSURANCE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 SHIRLEY BURCH 2017-10-13
002 2015-01-01 SHIRLEY BURCH 2016-10-17
002 2014-01-01 SHIRLEY BURCH 2015-10-15
002 2013-01-01 SHIRLEY BURCH 2014-10-15
002 2012-01-01 SHIRLEY BURCH 2013-10-10
002 2011-01-01 PREPARER ON BEHALF OF ADMINISTRATOR
002 2010-01-01 PREPARER ON BEHALF OF ADMINISTRATOR
002 2009-01-01 SHIRLEY BURCH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	SHIRLEY BURCH	2017-10-13
002	2015-01-01	SHIRLEY BURCH	2016-10-17
002	2014-01-01	SHIRLEY BURCH	2015-10-15
002	2013-01-01	SHIRLEY BURCH	2014-10-15
002	2012-01-01	SHIRLEY BURCH	2013-10-10
002	2011-01-01	PREPARER ON BEHALF OF ADMINISTRATOR
002	2010-01-01	PREPARER ON BEHALF OF ADMINISTRATOR
002	2009-01-01	SHIRLEY BURCH

Plan Statistics for BURCH INSURANCE PROFIT SHARING PLAN

401k plan membership statisitcs for BURCH INSURANCE PROFIT SHARING PLAN

Measure Date Value
2011: BURCH INSURANCE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BURCH INSURANCE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BURCH INSURANCE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: BURCH INSURANCE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BURCH INSURANCE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BURCH INSURANCE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BURCH INSURANCE PROFIT SHARING PLAN

Measure	Date	Value
2011 : BURCH INSURANCE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-25,895
Total plan assets at end of year	2011-12-31	$474,105
Total plan assets at beginning of year	2011-12-31	$500,000
Other income received	2011-12-31	$-25,895
Net income (gross income less expenses)	2011-12-31	$-25,895
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$474,105
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$500,000
2010 : BURCH INSURANCE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-50,000
Total plan assets at end of year	2010-12-31	$500,000
Total plan assets at beginning of year	2010-12-31	$550,000
Other income received	2010-12-31	$-50,000
Net income (gross income less expenses)	2010-12-31	$-50,000
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$500,000
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$550,000

Form 5500 Responses for BURCH INSURANCE PROFIT SHARING PLAN

2011: BURCH INSURANCE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BURCH INSURANCE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BURCH INSURANCE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BURCH INSURANCE, INC.
Employer identification number (EIN):	860635806
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages