A & M BERK TAX SERVICE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2022: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 1 |
| Total participants | 2022-07-01 | 6 |
| Number of participants with account balances | 2022-07-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| 2021: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 1 |
| Total participants | 2021-07-01 | 6 |
| Number of participants with account balances | 2021-07-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| 2020: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
| Total of all active and inactive participants | 2020-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 1 |
| Total participants | 2020-07-01 | 6 |
| Number of participants with account balances | 2020-07-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| 2019: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 1 |
| Total of all active and inactive participants | 2019-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 5 |
| Number of participants with account balances | 2019-07-01 | 5 |
| 2018: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 1 |
| Total of all active and inactive participants | 2018-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 5 |
| Number of participants with account balances | 2018-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 1 |
| Total of all active and inactive participants | 2017-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 5 |
| Number of participants with account balances | 2017-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 1 |
| Total of all active and inactive participants | 2016-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 5 |
| Number of participants with account balances | 2016-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 1 |
| Total of all active and inactive participants | 2015-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 5 |
| Number of participants with account balances | 2015-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 1 |
| Total of all active and inactive participants | 2014-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 5 |
| Number of participants with account balances | 2014-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 5 |
| Number of participants with account balances | 2013-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 5 |
| 2012: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 5 |
| Number of participants with account balances | 2012-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 5 |
| Number of participants with account balances | 2011-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
| Total of all active and inactive participants | 2009-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 5 |
| Number of participants with account balances | 2009-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $64,064 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $49,064 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $49,064 |
| Total plan assets at end of year | 2023-06-30 | $785,000 |
| Total plan assets at beginning of year | 2023-06-30 | $770,000 |
| Value of fidelity bond covering the plan | 2023-06-30 | $2,000,000 |
| Other income received | 2023-06-30 | $15,000 |
| Net income (gross income less expenses) | 2023-06-30 | $15,000 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $785,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $770,000 |
| Assets. Value of employer securities | 2023-06-30 | $785,000 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $49,064 |
| 2022 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $253,472 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $46,472 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $46,472 |
| Total plan assets at end of year | 2022-06-30 | $770,000 |
| Total plan assets at beginning of year | 2022-06-30 | $563,000 |
| Value of fidelity bond covering the plan | 2022-06-30 | $2,000,000 |
| Other income received | 2022-06-30 | $207,000 |
| Net income (gross income less expenses) | 2022-06-30 | $207,000 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $770,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $563,000 |
| Assets. Value of employer securities | 2022-06-30 | $770,000 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $46,472 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-06-30 | $0 |
| 2021 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $154,052 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $14,052 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $14,052 |
| Total plan assets at end of year | 2021-06-30 | $563,000 |
| Total plan assets at beginning of year | 2021-06-30 | $423,000 |
| Value of fidelity bond covering the plan | 2021-06-30 | $2,000,000 |
| Other income received | 2021-06-30 | $140,000 |
| Net income (gross income less expenses) | 2021-06-30 | $140,000 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $563,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $423,000 |
| Assets. Value of employer securities | 2021-06-30 | $563,000 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $14,052 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
| Total plan assets at end of year | 2020-06-30 | $680,000 |
| Total plan assets at beginning of year | 2020-06-30 | $680,000 |
| Value of fidelity bond covering the plan | 2020-06-30 | $2,000,000 |
| Net income (gross income less expenses) | 2020-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $680,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $680,000 |
| Assets. Value of employer securities | 2020-06-30 | $680,000 |
| 2019 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $17,000 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
| Total plan assets at end of year | 2019-06-30 | $680,000 |
| Total plan assets at beginning of year | 2019-06-30 | $663,000 |
| Value of fidelity bond covering the plan | 2019-06-30 | $2,000,000 |
| Other income received | 2019-06-30 | $17,000 |
| Net income (gross income less expenses) | 2019-06-30 | $17,000 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $680,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $663,000 |
| Assets. Value of employer securities | 2019-06-30 | $680,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $-16,976 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $0 |
| Total plan assets at end of year | 2017-06-30 | $663,000 |
| Total plan assets at beginning of year | 2017-06-30 | $679,976 |
| Value of fidelity bond covering the plan | 2017-06-30 | $2,000,000 |
| Other income received | 2017-06-30 | $-16,976 |
| Net income (gross income less expenses) | 2017-06-30 | $-16,976 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $663,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $679,976 |
| Assets. Value of employer securities | 2017-06-30 | $663,000 |
| 2016 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $61,976 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $0 |
| Total plan assets at end of year | 2016-06-30 | $679,976 |
| Total plan assets at beginning of year | 2016-06-30 | $618,000 |
| Value of fidelity bond covering the plan | 2016-06-30 | $2,000,000 |
| Other income received | 2016-06-30 | $61,976 |
| Net income (gross income less expenses) | 2016-06-30 | $61,976 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $679,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $618,000 |
| Assets. Value of employer securities | 2016-06-30 | $679,976 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $-197,000 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $618,000 |
| Total plan assets at beginning of year | 2015-06-30 | $815,000 |
| Value of fidelity bond covering the plan | 2015-06-30 | $2,000,000 |
| Other income received | 2015-06-30 | $-197,000 |
| Net income (gross income less expenses) | 2015-06-30 | $-197,000 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $618,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $815,000 |
| Assets. Value of employer securities | 2015-06-30 | $618,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $55,000 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $83,000 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $83,000 |
| Total plan assets at end of year | 2014-06-30 | $815,000 |
| Total plan assets at beginning of year | 2014-06-30 | $843,000 |
| Value of fidelity bond covering the plan | 2014-06-30 | $50,000 |
| Other income received | 2014-06-30 | $55,000 |
| Net income (gross income less expenses) | 2014-06-30 | $-28,000 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $815,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $843,000 |
| Assets. Value of employer securities | 2014-06-30 | $815,000 |
| 2013 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $-31,000 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $0 |
| Total plan assets at end of year | 2013-06-30 | $843,000 |
| Total plan assets at beginning of year | 2013-06-30 | $874,000 |
| Value of fidelity bond covering the plan | 2013-06-30 | $50,000 |
| Other income received | 2013-06-30 | $-31,000 |
| Net income (gross income less expenses) | 2013-06-30 | $-31,000 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $843,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $874,000 |
| Assets. Value of employer securities | 2013-06-30 | $843,000 |
| 2012 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $54,000 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $0 |
| Total plan assets at end of year | 2012-06-30 | $874,000 |
| Total plan assets at beginning of year | 2012-06-30 | $820,000 |
| Value of fidelity bond covering the plan | 2012-06-30 | $50,000 |
| Other income received | 2012-06-30 | $54,000 |
| Net income (gross income less expenses) | 2012-06-30 | $54,000 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $874,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $820,000 |
| Assets. Value of employer securities | 2012-06-30 | $874,000 |
| 2011 : A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $50,000 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $820,000 |
| Total plan assets at beginning of year | 2011-06-30 | $770,000 |
| Value of fidelity bond covering the plan | 2011-06-30 | $50,000 |
| Other income received | 2011-06-30 | $50,000 |
| Net income (gross income less expenses) | 2011-06-30 | $50,000 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $820,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $770,000 |
| Assets. Value of employer securities | 2011-06-30 | $820,000 |
| 2022: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
