401k Plan data: DANIEL L. BIERY, D.O. RETIREMENT PLAN plan

DANIEL L. BIERY, D.O. RETIREMENT PLAN 401k Plan overview

Plan Name	DANIEL L. BIERY, D.O. RETIREMENT PLAN
Plan identification number	001

DANIEL L. BIERY, D.O. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

DANIEL L. BIERY, D.O. RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name: DANIEL L. BIERY, D.O. RETIREMENT PLAN

Employer identification number (EIN): 161233968

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL L. BIERY, D.O. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 DANIEL BIERY DANIEL BIERY 2019-06-26
001 2017-01-01 DANIEL BIERY DANIEL BIERY 2018-07-30
001 2016-01-01 DANIEL BIERY DANIEL BIERY 2017-07-20
001 2015-01-01 DANIEL BIERY DANIEL BIERY 2016-07-08
001 2014-01-01 DANIEL BIERY DANIEL BIERY 2015-07-07
001 2013-01-01 DANIEL BIERY DANIEL BIERY 2014-10-07
001 2012-01-01 DANIEL BIERY DANIEL BIERY 2013-10-04
001 2011-01-01 DANIEL BIERY DANIEL BIERY 2012-07-18
001 2009-01-01 DANIEL L BIERY, D.O. DANIEL L BIERY, D.O. 2010-07-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	DANIEL BIERY	DANIEL BIERY	2019-06-26
001	2017-01-01	DANIEL BIERY	DANIEL BIERY	2018-07-30
001	2016-01-01	DANIEL BIERY	DANIEL BIERY	2017-07-20
001	2015-01-01	DANIEL BIERY	DANIEL BIERY	2016-07-08
001	2014-01-01	DANIEL BIERY	DANIEL BIERY	2015-07-07
001	2013-01-01	DANIEL BIERY	DANIEL BIERY	2014-10-07
001	2012-01-01	DANIEL BIERY	DANIEL BIERY	2013-10-04
001	2011-01-01	DANIEL BIERY	DANIEL BIERY	2012-07-18
001	2009-01-01	DANIEL L BIERY, D.O.	DANIEL L BIERY, D.O.	2010-07-16

Financial Data on DANIEL L. BIERY, D.O. RETIREMENT PLAN

Measure	Date	Value
2019 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$78,047
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,821,729
Total plan assets at beginning of year	2019-12-31	$1,743,682
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$0
Other income received	2019-12-31	$28,047
Net income (gross income less expenses)	2019-12-31	$78,047
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,821,729
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,743,682
Total contributions received or receivable from employer(s)	2019-12-31	$50,000
2018 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$56,088
Expenses. Total of all expenses incurred	2018-12-31	$106,775
Benefits paid (including direct rollovers)	2018-12-31	$106,775
Total plan assets at end of year	2018-12-31	$1,743,682
Total plan assets at beginning of year	2018-12-31	$1,794,369
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$21,088
Net income (gross income less expenses)	2018-12-31	$-50,687
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,743,682
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,794,369
Total contributions received or receivable from employer(s)	2018-12-31	$35,000
2017 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$99,490
Expenses. Total of all expenses incurred	2017-12-31	$95,073
Benefits paid (including direct rollovers)	2017-12-31	$95,073
Total plan assets at end of year	2017-12-31	$1,794,369
Total plan assets at beginning of year	2017-12-31	$1,789,952
Value of fidelity bond covering the plan	2017-12-31	$150,000
Other income received	2017-12-31	$86,235
Net income (gross income less expenses)	2017-12-31	$4,417
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,794,369
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,789,952
Total contributions received or receivable from employer(s)	2017-12-31	$13,255
2016 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$110,029
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,789,952
Total plan assets at beginning of year	2016-12-31	$1,679,923
Value of fidelity bond covering the plan	2016-12-31	$150,000
Other income received	2016-12-31	$110,029
Net income (gross income less expenses)	2016-12-31	$110,029
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,789,952
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,679,923
2015 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$818
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,679,923
Total plan assets at beginning of year	2015-12-31	$1,679,105
Value of fidelity bond covering the plan	2015-12-31	$150,000
Other income received	2015-12-31	$818
Net income (gross income less expenses)	2015-12-31	$818
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,679,923
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,679,105
2014 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$183,462
Expenses. Total of all expenses incurred	2014-12-31	$825,431
Benefits paid (including direct rollovers)	2014-12-31	$825,431
Total plan assets at end of year	2014-12-31	$1,679,105
Total plan assets at beginning of year	2014-12-31	$2,321,074
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$183,462
Net income (gross income less expenses)	2014-12-31	$-641,969
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,679,105
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,321,074
Total contributions received or receivable from employer(s)	2014-12-31	$0
2013 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$210
Expenses. Total of all expenses incurred	2013-12-31	$5,872
Benefits paid (including direct rollovers)	2013-12-31	$5,747
Total plan assets at end of year	2013-12-31	$2,321,074
Total plan assets at beginning of year	2013-12-31	$2,326,736
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$4,363
Other income received	2013-12-31	$-10,855
Net income (gross income less expenses)	2013-12-31	$-5,662
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,321,074
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,326,736
Total contributions received or receivable from employer(s)	2013-12-31	$6,702
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$125
2012 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-81,214
Expenses. Total of all expenses incurred	2012-12-31	$20,393
Benefits paid (including direct rollovers)	2012-12-31	$16,300
Total plan assets at end of year	2012-12-31	$2,326,736
Total plan assets at beginning of year	2012-12-31	$2,428,343
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$5,437
Expenses. Other expenses not covered elsewhere	2012-12-31	$4,093
Other income received	2012-12-31	$-98,499
Net income (gross income less expenses)	2012-12-31	$-101,607
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,326,736
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,428,343
Assets. Value of participant loans	2012-12-31	$125,394
Total contributions received or receivable from employer(s)	2012-12-31	$11,848
2011 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$619,332
Expenses. Total of all expenses incurred	2011-12-31	$13,302
Total plan assets at end of year	2011-12-31	$2,428,343
Total plan assets at beginning of year	2011-12-31	$1,822,313
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$5,729
Contributions received from other sources (not participants or employers)	2011-12-31	$195,514
Other income received	2011-12-31	$378,089
Net income (gross income less expenses)	2011-12-31	$606,030
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,428,343
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,822,313
Assets. Value of participant loans	2011-12-31	$115,138
Total contributions received or receivable from employer(s)	2011-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$13,302
2010 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-49,722
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,822,313
Total plan assets at beginning of year	2010-12-31	$1,872,035
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$1,655
Other income received	2010-12-31	$-131,377
Net income (gross income less expenses)	2010-12-31	$-49,722
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,822,313
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,872,035
Assets. Value of participant loans	2010-12-31	$105,728
Total contributions received or receivable from employer(s)	2010-12-31	$80,000
2009 : DANIEL L. BIERY, D.O. RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$87,855
Amount contributed by the employer to the plan for this plan year	2009-12-31	$87,855

Form 5500 Responses for DANIEL L. BIERY, D.O. RETIREMENT PLAN

2019: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DANIEL L. BIERY, D.O. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DANIEL L. BIERY, D.O. RETIREMENT PLAN
Employer identification number (EIN):	161233968
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)