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Filing

Ira N Burroughs 401K Profit Sharing Plan & Trust

Ira N Burroughs • EIN 37-1283653 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Up

13 → 14

1 • 7.69%

Assets

Up

$10,855 → $21,724

$10,869 • 100.13%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$10,868

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201116$63,798$4,310$718iApproximate average salary by contribution assumption: employee only about $17,958 at 4% or $11,972 at 6%; with 50% employer match about $11,972 at 4% or $7,981 at 6%; with 100% employer match about $8,979 at 4% or $5,986 at 6%.
Ira N Burroughs 401K Profit Sharing Plan & Trust-6$63,798$4,310$718iApproximate average salary by contribution assumption: employee only about $17,958 at 4% or $11,972 at 6%; with 50% employer match about $11,972 at 4% or $7,981 at 6%; with 100% employer match about $8,979 at 4% or $5,986 at 6%.
201014$63,421$5,322$1,331iApproximate average salary by contribution assumption: employee only about $33,263 at 4% or $22,175 at 6%; with 50% employer match about $22,175 at 4% or $14,783 at 6%; with 100% employer match about $16,631 at 4% or $11,088 at 6%.
Ira N Burroughs 401K Profit Sharing Plan & Trust-4$63,421$5,322$1,331iApproximate average salary by contribution assumption: employee only about $33,263 at 4% or $22,175 at 6%; with 50% employer match about $22,175 at 4% or $14,783 at 6%; with 100% employer match about $16,631 at 4% or $11,088 at 6%.
200914$48,237$5,484$1,371iApproximate average salary by contribution assumption: employee only about $34,275 at 4% or $22,850 at 6%; with 50% employer match about $22,850 at 4% or $15,233 at 6%; with 100% employer match about $17,138 at 4% or $11,425 at 6%.
Ira N Burroughs 401K Profit Sharing Plan & Trust-4$48,237$5,484$1,371iApproximate average salary by contribution assumption: employee only about $34,275 at 4% or $22,850 at 6%; with 50% employer match about $22,850 at 4% or $15,233 at 6%; with 100% employer match about $17,138 at 4% or $11,425 at 6%.
200819$32,077$4,691$521iApproximate average salary by contribution assumption: employee only about $13,031 at 4% or $8,687 at 6%; with 50% employer match about $8,687 at 4% or $5,791 at 6%; with 100% employer match about $6,515 at 4% or $4,344 at 6%.
Ira N Burroughs 401K Profit Sharing Plan & Trust-9$32,077$4,691$521iApproximate average salary by contribution assumption: employee only about $13,031 at 4% or $8,687 at 6%; with 50% employer match about $8,687 at 4% or $5,791 at 6%; with 100% employer match about $6,515 at 4% or $4,344 at 6%.
2006111$30,955$0-
Ira N Burroughs 401K Profit Sharing Plan & Trust-11$30,955--
2005112$28,248$4,841$403iApproximate average salary by contribution assumption: employee only about $10,085 at 4% or $6,724 at 6%; with 50% employer match about $6,724 at 4% or $4,482 at 6%; with 100% employer match about $5,043 at 4% or $3,362 at 6%.
Ira N Burroughs 401K Profit Sharing Plan & Trust-12$28,248$4,841$403iApproximate average salary by contribution assumption: employee only about $10,085 at 4% or $6,724 at 6%; with 50% employer match about $6,724 at 4% or $4,482 at 6%; with 100% employer match about $5,043 at 4% or $3,362 at 6%.
2004112$21,146$4,914$410iApproximate average salary by contribution assumption: employee only about $10,238 at 4% or $6,825 at 6%; with 50% employer match about $6,825 at 4% or $4,550 at 6%; with 100% employer match about $5,119 at 4% or $3,413 at 6%.
Ira N Burroughs 401K Profit Sharing Plan & Trust-12$21,146$4,914$410iApproximate average salary by contribution assumption: employee only about $10,238 at 4% or $6,825 at 6%; with 50% employer match about $6,825 at 4% or $4,550 at 6%; with 100% employer match about $5,119 at 4% or $3,413 at 6%.
2003114$21,724$6,144$439iApproximate average salary by contribution assumption: employee only about $10,971 at 4% or $7,314 at 6%; with 50% employer match about $7,314 at 4% or $4,876 at 6%; with 100% employer match about $5,486 at 4% or $3,657 at 6%.
Ira N Burroughs 401K Profit Sharing Plan & TrustCurrent14$21,724$6,144$439iApproximate average salary by contribution assumption: employee only about $10,971 at 4% or $7,314 at 6%; with 50% employer match about $7,314 at 4% or $4,876 at 6%; with 100% employer match about $5,486 at 4% or $3,657 at 6%.
2002113$10,855$6,909$531iApproximate average salary by contribution assumption: employee only about $13,287 at 4% or $8,858 at 6%; with 50% employer match about $8,858 at 4% or $5,905 at 6%; with 100% employer match about $6,643 at 4% or $4,429 at 6%.
Ira N Burroughs 401K Profit Sharing Plan & Trust-13$10,855$6,909$531iApproximate average salary by contribution assumption: employee only about $13,287 at 4% or $8,858 at 6%; with 50% employer match about $8,858 at 4% or $5,905 at 6%; with 100% employer match about $6,643 at 4% or $4,429 at 6%.
200118$0$0-
Ira N Burroughs 401K Profit Sharing Plan & Trust-8---
2000110$1,683$1,693$169iApproximate average salary by contribution assumption: employee only about $4,233 at 4% or $2,822 at 6%; with 50% employer match about $2,822 at 4% or $1,881 at 6%; with 100% employer match about $2,116 at 4% or $1,411 at 6%.
Ira N Burroughs 401K Profit Sharing Plan & Trust-10$1,683$1,693$169iApproximate average salary by contribution assumption: employee only about $4,233 at 4% or $2,822 at 6%; with 50% employer match about $2,822 at 4% or $1,881 at 6%; with 100% employer match about $2,116 at 4% or $1,411 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$21,724$10,869 change

Balance Sheet

Beginning and end of plan year.

Total assets$10,855$21,724Increase +$10,869 (100.13%)
Total liabilities$0$0No change $0
Net assets$10,855$21,724Increase +$10,869 (100.13%)

Contributions

Employer contributions$0
Participant contributions$6,144
Other contributions$0

Income & Expenses

Total income$10,868
Total expenses$0
Net income$10,868
Source fields
Schedule I source fields
Filing Id
84037215100034
Schedule I EIN
37-1283653
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$10,855
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$10,855
Small plan total assets at end of year
$21,724
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$21,724
Small plan employer contributions
$0
Small plan participant contributions
$6,144
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$4,724
Small plan total income
$10,868
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$10,868
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$20,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0
Ira N Burroughs 401K Profit Sharing Plan & Trust | Ira N Burroughs | Plan 001 | 2003 Form 5500 Filing