| Plan Name | MONEY PURCHASE PENSION PLAN FOR IRA BERGMAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | IRA BERGMAN |
| Employer identification number (EIN): | 251582762 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2014-01-01 | IRA BERGMAN | 2015-07-22 | ||
| 002 | 2013-01-01 | IRA BERGMAN | 2014-07-28 |
| Measure | Date | Value |
|---|---|---|
| 2024: MONEY PURCHASE PENSION PLAN FOR IRA BERGMAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-08 | 1 |
| Total number of particpants at end of year | 2024-07-08 | 1 |
| Number of Participants With Account Balances | 2024-07-08 | 1 |
| 2022: MONEY PURCHASE PENSION PLAN FOR IRA BERGMAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-08-25 | 1 |
| Total number of particpants at end of year | 2022-08-25 | 1 |
| Number of Participants With Account Balances | 2022-08-25 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2024 : MONEY PURCHASE PENSION PLAN FOR IRA BERGMAN 2024 401k financial data | ||
| Net assets as of the end of the plan year | 2024-07-08 | 2200723 |
| Total assets as of the beginning of the plan year | 2024-07-08 | 1904686 |
| Other income to plan in this plan year | 2024-07-08 | 296037 |
| Plan net income in this plan year | 2024-07-08 | 296037 |
| Net assets as of the end of the plan year | 2024-07-08 | 2200723 |
| Net assets as of the beginning of the plan year | 2024-07-08 | 1904686 |
| 2022 : MONEY PURCHASE PENSION PLAN FOR IRA BERGMAN 2022 401k financial data | ||
| Net assets as of the end of the plan year | 2022-08-25 | 2101318 |
| Total assets as of the beginning of the plan year | 2022-08-25 | 1729724 |
| Other income to plan in this plan year | 2022-08-25 | 371594 |
| Plan net income in this plan year | 2022-08-25 | 371594 |
| Net assets as of the end of the plan year | 2022-08-25 | 2101318 |
| Net assets as of the beginning of the plan year | 2022-08-25 | 1729724 |