JAMES M. MERBERG has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. MERBERG PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES M. MERBERG PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-29 | 270684 |
| Net assets as of the end of the plan year | 2025-09-29 | 8128236 |
| Total assets as of the beginning of the plan year | 2025-09-29 | 6761466 |
| Other income to plan in this plan year | 2025-09-29 | 1562897 |
| Plan net income in this plan year | 2025-09-29 | 1366770 |
| Net assets as of the end of the plan year | 2025-09-29 | 8128236 |
| Net assets as of the beginning of the plan year | 2025-09-29 | 6761466 |
| Employer contributions to plan in this plan year | 2025-09-29 | 74557 |
| 2024 : JAMES M. MERBERG PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-09 | 216611 |
| Net assets as of the end of the plan year | 2024-10-09 | 6761466 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 5578541 |
| Other income to plan in this plan year | 2024-10-09 | 1347862 |
| Plan net income in this plan year | 2024-10-09 | 1182925 |
| Net assets as of the end of the plan year | 2024-10-09 | 6761466 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 5578541 |
| Employer contributions to plan in this plan year | 2024-10-09 | 51674 |
| 2008 : JAMES M. MERBERG PROFIT SHARING PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-541,128 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $125 |
| Total plan assets at end of year | 2008-12-31 | $1,458,994 |
| Total plan assets at beginning of year | 2008-12-31 | $2,000,247 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $125 |
| Other income received | 2008-12-31 | $-593,302 |
| Net income (gross income less expenses) | 2008-12-31 | $-541,253 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $1,458,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $2,000,247 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $52,174 |
| 2007 : JAMES M. MERBERG PROFIT SHARING PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $155,339 |
| Total plan assets at end of year | 2007-12-31 | $2,000,247 |
| Total plan assets at beginning of year | 2007-12-31 | $1,844,908 |
| Other income received | 2007-12-31 | $103,961 |
| Net income (gross income less expenses) | 2007-12-31 | $155,339 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $2,000,247 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $1,844,908 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $51,378 |
| 2006 : JAMES M. MERBERG PROFIT SHARING PLAN 2006 401k financial data |
|---|
| Total income from all sources | 2006-12-31 | $216,325 |
| Total plan assets at end of year | 2006-12-31 | $1,844,908 |
| Total plan assets at beginning of year | 2006-12-31 | $1,628,583 |
| Other income received | 2006-12-31 | $166,135 |
| Net income (gross income less expenses) | 2006-12-31 | $216,325 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $1,844,908 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $1,628,583 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $50,190 |
| 2005 : JAMES M. MERBERG PROFIT SHARING PLAN 2005 401k financial data |
|---|
| Total income from all sources | 2005-12-31 | $116,205 |
| Total plan assets at end of year | 2005-12-31 | $1,628,583 |
| Total plan assets at beginning of year | 2005-12-31 | $1,512,378 |
| Other income received | 2005-12-31 | $66,770 |
| Net income (gross income less expenses) | 2005-12-31 | $116,205 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $1,628,583 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $1,512,378 |
| Total contributions received or receivable from employer(s) | 2005-12-31 | $49,435 |
| 2004 : JAMES M. MERBERG PROFIT SHARING PLAN 2004 401k financial data |
|---|
| Total income from all sources | 2004-12-31 | $106,578 |
| Total plan assets at end of year | 2004-12-31 | $1,512,378 |
| Total plan assets at beginning of year | 2004-12-31 | $1,405,800 |
| Other income received | 2004-12-31 | $58,519 |
| Net income (gross income less expenses) | 2004-12-31 | $106,578 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $1,512,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $1,405,800 |
| Total contributions received or receivable from employer(s) | 2004-12-31 | $48,059 |
| 2003 : JAMES M. MERBERG PROFIT SHARING PLAN 2003 401k financial data |
|---|
| Total income from all sources | 2003-12-31 | $162,313 |
| Total plan assets at end of year | 2003-12-31 | $1,405,800 |
| Total plan assets at beginning of year | 2003-12-31 | $1,243,487 |
| Other income received | 2003-12-31 | $114,529 |
| Net income (gross income less expenses) | 2003-12-31 | $162,313 |
| Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $1,405,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $1,243,487 |
| Total contributions received or receivable from employer(s) | 2003-12-31 | $47,784 |
| 2002 : JAMES M. MERBERG PROFIT SHARING PLAN 2002 401k financial data |
|---|
| Total income from all sources | 2002-12-31 | $46,798 |
| Total plan assets at end of year | 2002-12-31 | $1,243,487 |
| Total plan assets at beginning of year | 2002-12-31 | $1,196,689 |
| Other income received | 2002-12-31 | $11,798 |
| Net income (gross income less expenses) | 2002-12-31 | $46,798 |
| Net plan assets at end of year (total assets less liabilities) | 2002-12-31 | $1,243,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2002-12-31 | $1,196,689 |
| Total contributions received or receivable from employer(s) | 2002-12-31 | $35,000 |
| 2001 : JAMES M. MERBERG PROFIT SHARING PLAN 2001 401k financial data |
|---|
| Total income from all sources | 2001-12-31 | $-173,708 |
| Total plan assets at end of year | 2001-12-31 | $1,196,689 |
| Total plan assets at beginning of year | 2001-12-31 | $1,370,397 |
| Other income received | 2001-12-31 | $-203,708 |
| Net income (gross income less expenses) | 2001-12-31 | $-173,708 |
| Net plan assets at end of year (total assets less liabilities) | 2001-12-31 | $1,196,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2001-12-31 | $1,370,397 |
| Total contributions received or receivable from employer(s) | 2001-12-31 | $30,000 |
| 2008: JAMES M. MERBERG PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: JAMES M. MERBERG PROFIT SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: JAMES M. MERBERG PROFIT SHARING PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: JAMES M. MERBERG PROFIT SHARING PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
| 2004: JAMES M. MERBERG PROFIT SHARING PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
| 2003: JAMES M. MERBERG PROFIT SHARING PLAN 2003 form 5500 responses |
|---|
| 2003-01-01 | Type of plan entity | Single employer plan |
| 2003-01-01 | Submission has been amended | No |
| 2003-01-01 | This submission is the final filing | No |
| 2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-01-01 | Plan is a collectively bargained plan | No |
| 2003-01-01 | Plan funding arrangement – Trust | Yes |
| 2003-01-01 | Plan benefit arrangement - Trust | Yes |
| 2002: JAMES M. MERBERG PROFIT SHARING PLAN 2002 form 5500 responses |
|---|
| 2002-01-01 | Type of plan entity | Single employer plan |
| 2002-01-01 | Submission has been amended | No |
| 2002-01-01 | This submission is the final filing | No |
| 2002-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-01-01 | Plan is a collectively bargained plan | No |
| 2002-01-01 | Plan funding arrangement – Trust | Yes |
| 2002-01-01 | Plan benefit arrangement - Trust | Yes |
| 2001: JAMES M. MERBERG PROFIT SHARING PLAN 2001 form 5500 responses |
|---|
| 2001-01-01 | Type of plan entity | Single employer plan |
| 2001-01-01 | Submission has been amended | No |
| 2001-01-01 | This submission is the final filing | No |
| 2001-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-01-01 | Plan is a collectively bargained plan | No |
| 2001-01-01 | Plan funding arrangement – Trust | Yes |
| 2001-01-01 | Plan benefit arrangement - Trust | Yes |
