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
401k plan membership statisitcs for JAMES M. MERBERG PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2008: JAMES M. MERBERG PROFIT SHARING PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 1 |
| Total of all active and inactive participants | 2008-01-01 | 3 |
| Total participants | 2008-01-01 | 3 |
| Number of participants with account balances | 2008-01-01 | 3 |
| 2007: JAMES M. MERBERG PROFIT SHARING PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 1 |
| Total of all active and inactive participants | 2007-01-01 | 3 |
| Total participants | 2007-01-01 | 3 |
| Number of participants with account balances | 2007-01-01 | 3 |
| 2006: JAMES M. MERBERG PROFIT SHARING PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 1 |
| Total of all active and inactive participants | 2006-01-01 | 3 |
| Total participants | 2006-01-01 | 3 |
| Number of participants with account balances | 2006-01-01 | 3 |
| 2005: JAMES M. MERBERG PROFIT SHARING PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 1 |
| Total of all active and inactive participants | 2005-01-01 | 3 |
| Total participants | 2005-01-01 | 3 |
| Number of participants with account balances | 2005-01-01 | 3 |
| 2004: JAMES M. MERBERG PROFIT SHARING PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2004-01-01 | 1 |
| Total of all active and inactive participants | 2004-01-01 | 3 |
| Total participants | 2004-01-01 | 3 |
| Number of participants with account balances | 2004-01-01 | 3 |
| 2003: JAMES M. MERBERG PROFIT SHARING PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2003-01-01 | 1 |
| Total of all active and inactive participants | 2003-01-01 | 3 |
| Total participants | 2003-01-01 | 3 |
| Number of participants with account balances | 2003-01-01 | 3 |
| 2002: JAMES M. MERBERG PROFIT SHARING PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2002-01-01 | 1 |
| Total of all active and inactive participants | 2002-01-01 | 2 |
| Total participants | 2002-01-01 | 2 |
| Number of participants with account balances | 2002-01-01 | 2 |
| 2001: JAMES M. MERBERG PROFIT SHARING PLAN 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2001-01-01 | 1 |
| Total of all active and inactive participants | 2001-01-01 | 2 |
| Total participants | 2001-01-01 | 2 |
| Number of participants with account balances | 2001-01-01 | 2 |
| Measure | Date | Value |
|---|
| 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 |
