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BURNHAM & SCHUMM 401 K PLAN 401k Plan overview

Plan NameBURNHAM & SCHUMM 401 K PLAN
Plan identification number 001

BURNHAM & SCHUMM 401 K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BURNHAM & SCHUMM, P.C. has sponsored the creation of one or more 401k plans.

Company Name:BURNHAM & SCHUMM, P.C.
Employer identification number (EIN):870480964
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURNHAM & SCHUMM 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TED SCHUMM2024-07-29 TED SCHUMM2024-07-29
0012022-01-01TED SCHUMM2023-07-12 TED SCHUMM2023-07-12
0012021-01-01TED SCHUMM2022-07-14
0012020-01-01TED SCHUMM2021-07-27 TED SCHUMM2021-07-27
0012019-01-01TED SCHUMM2020-07-29 TED SCHUMM2020-07-29
0012018-01-01TED SCHUMM2019-07-22 TED SCHUMM2019-07-22
0012017-01-01TED SCHUMM2018-07-18
0012016-01-01TED SCHUMM2017-07-24 TED SCHUMM2017-07-24
0012015-01-01TED SCHUMM TED SCHUMM2016-07-20
0012014-01-01TED SCHUMM TED SCHUMM2015-07-17
0012013-01-01TED SCHUMM TED SCHUMM2014-07-23
0012012-01-01TED SCHUMM2013-07-22
0012011-01-01TED SCHUMM2012-07-23
0012009-01-01 TED SCHUMM2010-07-16

Plan Statistics for BURNHAM & SCHUMM 401 K PLAN

401k plan membership statisitcs for BURNHAM & SCHUMM 401 K PLAN

Measure Date Value
2015: BURNHAM & SCHUMM 401 K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BURNHAM & SCHUMM 401 K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BURNHAM & SCHUMM 401 K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2009: BURNHAM & SCHUMM 401 K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BURNHAM & SCHUMM 401 K PLAN

Measure Date Value
2015 : BURNHAM & SCHUMM 401 K PLAN 2015 401k financial data
Total income from all sources2015-12-31$51,249
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,178,226
Total plan assets at beginning of year2015-12-31$1,126,977
Total contributions received or receivable from participants2015-12-31$25,000
Other income received2015-12-31$-18,751
Net income (gross income less expenses)2015-12-31$51,249
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,178,226
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,126,977
Total contributions received or receivable from employer(s)2015-12-31$45,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BURNHAM & SCHUMM 401 K PLAN 2014 401k financial data
Total income from all sources2014-12-31$104,502
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,126,977
Total plan assets at beginning of year2014-12-31$1,022,475
Total contributions received or receivable from participants2014-12-31$25,000
Other income received2014-12-31$34,502
Net income (gross income less expenses)2014-12-31$104,502
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,126,977
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,022,475
Total contributions received or receivable from employer(s)2014-12-31$45,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BURNHAM & SCHUMM 401 K PLAN 2013 401k financial data
Total income from all sources2013-12-31$149,835
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,022,475
Total plan assets at beginning of year2013-12-31$872,640
Total contributions received or receivable from participants2013-12-31$25,000
Other income received2013-12-31$79,835
Net income (gross income less expenses)2013-12-31$149,835
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,022,475
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$872,640
Total contributions received or receivable from employer(s)2013-12-31$45,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2010 : BURNHAM & SCHUMM 401 K PLAN 2010 401k financial data
Total income from all sources2010-12-31$100,926
Total plan assets at end of year2010-12-31$696,226
Total plan assets at beginning of year2010-12-31$595,300
Total contributions received or receivable from participants2010-12-31$25,000
Other income received2010-12-31$30,926
Net income (gross income less expenses)2010-12-31$100,926
Net plan assets at end of year (total assets less liabilities)2010-12-31$696,226
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$595,300
Total contributions received or receivable from employer(s)2010-12-31$45,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for BURNHAM & SCHUMM 401 K PLAN

2015: BURNHAM & SCHUMM 401 K 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BURNHAM & SCHUMM 401 K 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BURNHAM & SCHUMM 401 K 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: BURNHAM & SCHUMM 401 K 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

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