MARK H. BERENS CHARITABLE FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARK H. BERENS CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : MARK H. BERENS CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $26,286,779 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $233,777 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $225,000 |
| Total plan assets at end of year | 2023-12-31 | $90,499,780 |
| Total plan assets at beginning of year | 2023-12-31 | $64,446,778 |
| Value of fidelity bond covering the plan | 2023-12-31 | $4,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $40,929 |
| Other income received | 2023-12-31 | $26,239,444 |
| Net income (gross income less expenses) | 2023-12-31 | $26,053,002 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $90,499,780 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $64,446,778 |
| Assets. Value of participant loans | 2023-12-31 | $202,533 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $6,406 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $8,777 |
| 2022 : MARK H. BERENS CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-23,325,372 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $107,876 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $95,000 |
| Total plan assets at end of year | 2022-12-31 | $64,446,778 |
| Total plan assets at beginning of year | 2022-12-31 | $87,880,026 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $44,666 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $58,230 |
| Other income received | 2022-12-31 | $-23,436,226 |
| Net income (gross income less expenses) | 2022-12-31 | $-23,433,248 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $64,446,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $87,880,026 |
| Assets. Value of participant loans | 2022-12-31 | $202,533 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $7,958 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $12,876 |
| 2021 : MARK H. BERENS CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $19,590,596 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $159,292 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $150,000 |
| Total plan assets at end of year | 2021-12-31 | $87,880,026 |
| Total plan assets at beginning of year | 2021-12-31 | $68,448,722 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $40,202 |
| Other income received | 2021-12-31 | $19,542,418 |
| Net income (gross income less expenses) | 2021-12-31 | $19,431,304 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $87,880,026 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $68,448,722 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $7,976 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $9,292 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : MARK H. BERENS CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $27,222,776 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $6,849 |
| Total plan assets at end of year | 2020-12-31 | $68,448,722 |
| Total plan assets at beginning of year | 2020-12-31 | $41,232,795 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $43,452 |
| Other income received | 2020-12-31 | $27,172,246 |
| Net income (gross income less expenses) | 2020-12-31 | $27,215,927 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $68,448,722 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $41,232,795 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $7,078 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,849 |
| 2023: MARK H. BERENS CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Mulitple employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MARK H. BERENS CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MARK H. BERENS CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MARK H. BERENS CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
