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PROFIT SHARING PLAN OF DONALD D BERG MD PC 401k Plan overview

Plan NamePROFIT SHARING PLAN OF DONALD D BERG MD PC
Plan identification number 004

PROFIT SHARING PLAN OF DONALD D BERG MD PC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

DONALD D BERG MD PC has sponsored the creation of one or more 401k plans.

Company Name:DONALD D BERG MD PC
Employer identification number (EIN):421084084
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF DONALD D BERG MD PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042015-01-01DONALD D BERG DONALD D BERG2018-07-18
0042014-01-01DONALD D BERG DONALD D BERG2015-03-14
0042013-01-01DONALD D. BERG DONALD D. BERG2014-07-25
0042012-01-01DONALD D BERG DONALD D BERG2013-08-28
0042011-01-01DONALD D. BERG DONALD D. BERG2012-07-24
0042009-01-01DONALD D. BERG

Plan Statistics for PROFIT SHARING PLAN OF DONALD D BERG MD PC

401k plan membership statisitcs for PROFIT SHARING PLAN OF DONALD D BERG MD PC

Measure Date Value
2015: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
2013: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
2012: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-018
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
2009: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110

Financial Data on PROFIT SHARING PLAN OF DONALD D BERG MD PC

Measure Date Value
2015 : PROFIT SHARING PLAN OF DONALD D BERG MD PC 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$1,100,382
Benefits paid (including direct rollovers)2015-12-31$1,100,382
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$1,100,382
Value of fidelity bond covering the plan2015-12-31$1,000,000
Net income (gross income less expenses)2015-12-31$-1,100,382
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,100,382
2014 : PROFIT SHARING PLAN OF DONALD D BERG MD PC 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$71,562
Total plan assets at end of year2014-12-31$1,100,382
Total plan assets at beginning of year2014-12-31$1,028,820
Other income received2014-12-31$71,562
Net income (gross income less expenses)2014-12-31$71,562
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,100,382
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,028,820
Minimum employer required contribution for this plan year2014-12-31$0
2013 : PROFIT SHARING PLAN OF DONALD D BERG MD PC 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$159,878
Total plan assets at end of year2013-12-31$1,028,820
Total plan assets at beginning of year2013-12-31$868,942
Other income received2013-12-31$159,878
Net income (gross income less expenses)2013-12-31$159,878
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,028,820
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$868,942
2012 : PROFIT SHARING PLAN OF DONALD D BERG MD PC 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$61,042
Expenses. Total of all expenses incurred2012-12-31$39,752
Benefits paid (including direct rollovers)2012-12-31$39,752
Total plan assets at end of year2012-12-31$868,942
Total plan assets at beginning of year2012-12-31$847,652
Other income received2012-12-31$61,042
Net income (gross income less expenses)2012-12-31$21,290
Net plan assets at end of year (total assets less liabilities)2012-12-31$868,942
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$847,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$39,752
2011 : PROFIT SHARING PLAN OF DONALD D BERG MD PC 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$46,888
Expenses. Total of all expenses incurred2011-12-31$17,661
Benefits paid (including direct rollovers)2011-12-31$17,661
Total plan assets at end of year2011-12-31$847,652
Total plan assets at beginning of year2011-12-31$818,425
Other income received2011-12-31$46,888
Net income (gross income less expenses)2011-12-31$29,227
Net plan assets at end of year (total assets less liabilities)2011-12-31$847,652
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$818,425
2010 : PROFIT SHARING PLAN OF DONALD D BERG MD PC 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$120,949
Expenses. Total of all expenses incurred2010-12-31$44,059
Benefits paid (including direct rollovers)2010-12-31$44,059
Total plan assets at end of year2010-12-31$818,425
Total plan assets at beginning of year2010-12-31$741,535
Other income received2010-12-31$120,949
Net income (gross income less expenses)2010-12-31$76,890
Net plan assets at end of year (total assets less liabilities)2010-12-31$818,425
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$741,535

Form 5500 Responses for PROFIT SHARING PLAN OF DONALD D BERG MD PC

2015: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN OF DONALD D BERG MD PC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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