401k Plan data: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN plan

THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN
Plan identification number	001

THE BERGEN ANESTHESIA GROUP, P.C. 401(K) 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).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

THE BERGEN ANESTHESIA GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: THE BERGEN ANESTHESIA GROUP, P.C.

Employer identification number (EIN): 223342098

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID J. WESTRICH 2023-10-13
001 2021-01-01 DAVID J. WESTRICH 2022-10-16
001 2020-01-01 DAVID J. WESTRICH 2021-10-13
001 2019-01-01 DAVID J. WESTRICH 2020-09-29
001 2018-01-01 DAVID J. WESTRICH 2019-09-16
001 2017-01-01 DAVID J. WESTRICH 2018-10-08
001 2016-01-01 DAVID J. WESTRICH 2017-07-25
001 2015-01-01 DAVID J. WESTRICH 2016-07-07
001 2014-01-01 DAVID J. WESTRICH 2015-07-15
001 2013-01-01 DAVID J. WESTRICH 2014-07-27
001 2012-01-01 RICHARD IANNACONE
001 2011-01-01 RICHARD IANNACONE
001 2010-01-01 RICHARD IANNACONE, D.0. RICHARD IANNACONE, D.0. 2011-03-06
001 2009-01-01 RICHARD IANNACONE, D.0. RICHARD IANNACONE, D.0. 2010-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DAVID J. WESTRICH	2023-10-13
001	2021-01-01	DAVID J. WESTRICH	2022-10-16
001	2020-01-01	DAVID J. WESTRICH	2021-10-13
001	2019-01-01	DAVID J. WESTRICH	2020-09-29
001	2018-01-01	DAVID J. WESTRICH	2019-09-16
001	2017-01-01	DAVID J. WESTRICH	2018-10-08
001	2016-01-01	DAVID J. WESTRICH	2017-07-25
001	2015-01-01	DAVID J. WESTRICH	2016-07-07
001	2014-01-01	DAVID J. WESTRICH	2015-07-15
001	2013-01-01	DAVID J. WESTRICH	2014-07-27
001	2012-01-01	RICHARD IANNACONE
001	2011-01-01	RICHARD IANNACONE
001	2010-01-01	RICHARD IANNACONE, D.0.		RICHARD IANNACONE, D.0.	2011-03-06
001	2009-01-01	RICHARD IANNACONE, D.0.		RICHARD IANNACONE, D.0.	2010-09-29

Plan Statistics for THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN

Measure Date Value
2012: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 34
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 33
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 33
Number of participants with account balances 2010-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	34
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	33
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	33
Number of participants with account balances	2010-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN

Measure	Date	Value
2012 : THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$3,227,364
Expenses. Total of all expenses incurred	2012-12-31	$45,839
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$22,416,400
Total plan assets at beginning of year	2012-12-31	$19,234,875
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$686,186
Expenses. Other expenses not covered elsewhere	2012-12-31	$45,839
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$1,725,437
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$3,181,525
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$22,416,400
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$19,234,875
Total contributions received or receivable from employer(s)	2012-12-31	$815,741
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,098,198
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$19,234,875
Total plan assets at beginning of year	2011-12-31	$18,136,677
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$647,167
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-279,818
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$1,098,198
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$19,234,875
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$18,136,677
Total contributions received or receivable from employer(s)	2011-12-31	$730,849
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$3,301,122
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$18,136,677
Total plan assets at beginning of year	2010-12-31	$14,835,555
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$614,887
Other income received	2010-12-31	$1,922,885
Net income (gross income less expenses)	2010-12-31	$3,301,122
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$18,136,677
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$14,835,555
Total contributions received or receivable from employer(s)	2010-12-31	$763,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN

2012: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) 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: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) 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
2010: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE BERGEN ANESTHESIA GROUP, P.C. 401(K) 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

Potentially related plans

THE BERGEN 401(K) PLAN [EIN = 010789080]

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Company Name:	THE BERGEN ANESTHESIA GROUP, P.C.
Employer identification number (EIN):	223342098
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)