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BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 401k Plan overview

Plan NameBERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN
Plan identification number 001

BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BERGER SINGERMAN, LLP has sponsored the creation of one or more 401k plans.

Company Name:BERGER SINGERMAN, LLP
Employer identification number (EIN):453121429
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES BERGER2023-08-30
0012021-01-01JAMES BERGER2022-07-26
0012020-01-01JAMES BERGER2021-08-19
0012019-01-01JAMES BERGER2020-08-05
0012018-01-01JAMES BERGER2019-07-29
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES BERGER
0012011-01-01JAMES BERGER

Plan Statistics for BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN

401k plan membership statisitcs for BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN

Measure Date Value
2022: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01192
Total number of active participants reported on line 7a of the Form 55002022-01-01144
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01208
Number of participants with account balances2022-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01188
Total number of active participants reported on line 7a of the Form 55002021-01-01135
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01187
Number of participants with account balances2021-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01190
Total number of active participants reported on line 7a of the Form 55002020-01-01135
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01185
Number of participants with account balances2020-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01133
Number of retired or separated participants receiving benefits2019-01-0155
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01188
Number of participants with account balances2019-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01183
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01185
Number of participants with account balances2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-01134
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01180
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01190
Total number of active participants reported on line 7a of the Form 55002016-01-01144
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01186
Number of participants with account balances2016-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01181
Total number of active participants reported on line 7a of the Form 55002015-01-01149
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01186
Number of participants with account balances2015-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01179
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01180
Number of participants with account balances2014-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01179
Total number of active participants reported on line 7a of the Form 55002013-01-01148
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01177
Number of participants with account balances2013-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01177
Number of participants with account balances2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01162
Total number of active participants reported on line 7a of the Form 55002011-01-01138
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01164
Number of participants with account balances2011-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014

Financial Data on BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN

Measure Date Value
2022 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-4,807,695
Total of all expenses incurred2022-12-31$3,313,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,211,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,505,104
Value of total assets at end of year2022-12-31$50,628,428
Value of total assets at beginning of year2022-12-31$58,749,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,858
Total interest from all sources2022-12-31$18,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,817,191
Participant contributions at end of year2022-12-31$270,325
Participant contributions at beginning of year2022-12-31$350,341
Participant contributions at end of year2022-12-31$215,521
Participant contributions at beginning of year2022-12-31$228,847
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$167,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,121,184
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,628,428
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,749,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,573,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,738,402
Interest on participant loans2022-12-31$18,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,331,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,520,311
Employer contributions (assets) at end of year2022-12-31$1,569,569
Employer contributions (assets) at beginning of year2022-12-31$1,432,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,211,631
Contract administrator fees2022-12-31$101,858
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERKOWITZ POLLACK BRANT ADVISORS
Accountancy firm EIN2022-12-31592742314
2021 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,991,863
Total of all expenses incurred2021-12-31$1,492,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,374,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,034,536
Value of total assets at end of year2021-12-31$58,749,612
Value of total assets at beginning of year2021-12-31$49,250,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$118,670
Total interest from all sources2021-12-31$22,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,621,153
Participant contributions at end of year2021-12-31$350,341
Participant contributions at beginning of year2021-12-31$392,267
Participant contributions at end of year2021-12-31$228,847
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$987,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,499,091
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,749,612
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,250,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,738,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,514,184
Interest on participant loans2021-12-31$22,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,934,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,425,650
Employer contributions (assets) at end of year2021-12-31$1,432,022
Employer contributions (assets) at beginning of year2021-12-31$1,344,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,374,102
Contract administrator fees2021-12-31$118,670
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERKOWITZ POLLACK BRANT ADVISORS
Accountancy firm EIN2021-12-31592742314
2020 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,881,996
Total of all expenses incurred2020-12-31$1,186,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,067,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,409,010
Value of total assets at end of year2020-12-31$49,250,521
Value of total assets at beginning of year2020-12-31$41,555,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$119,484
Total interest from all sources2020-12-31$22,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,633,552
Participant contributions at end of year2020-12-31$392,267
Participant contributions at beginning of year2020-12-31$323,943
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$452,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,695,411
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,250,521
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,555,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,514,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,028,459
Interest on participant loans2020-12-31$22,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,450,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,322,993
Employer contributions (assets) at end of year2020-12-31$1,344,070
Employer contributions (assets) at beginning of year2020-12-31$1,202,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,067,101
Contract administrator fees2020-12-31$119,484
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERKOWITZ POLLACK BRANT ADVISORS
Accountancy firm EIN2020-12-31592742314
2019 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,388,050
Total of all expenses incurred2019-12-31$2,241,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,097,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,989,102
Value of total assets at end of year2019-12-31$41,555,110
Value of total assets at beginning of year2019-12-31$34,408,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,289
Total interest from all sources2019-12-31$29,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,526,797
Participant contributions at end of year2019-12-31$323,943
Participant contributions at beginning of year2019-12-31$317,514
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$272,900
Administrative expenses (other) incurred2019-12-31$126
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$13,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,146,611
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,555,110
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,408,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$61,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,028,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,899,438
Interest on participant loans2019-12-31$20,837
Interest earned on other investments2019-12-31$8,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,369,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,189,405
Employer contributions (assets) at end of year2019-12-31$1,202,708
Employer contributions (assets) at beginning of year2019-12-31$1,178,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,097,150
Contract administrator fees2019-12-31$82,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERKOWITZ POLLACK BRANT ADVISORS
Accountancy firm EIN2019-12-31592742314
2018 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,383,894
Total of all expenses incurred2018-12-31$2,748,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,670,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,987,508
Value of total assets at end of year2018-12-31$34,408,499
Value of total assets at beginning of year2018-12-31$35,772,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$77,275
Total interest from all sources2018-12-31$57,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,433,561
Participant contributions at end of year2018-12-31$317,514
Participant contributions at beginning of year2018-12-31$226,452
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$401,965
Administrative expenses (other) incurred2018-12-31$131
Total non interest bearing cash at end of year2018-12-31$13,303
Total non interest bearing cash at beginning of year2018-12-31$39,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,364,216
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,408,499
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,772,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$34,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,899,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,397,196
Interest on participant loans2018-12-31$17,777
Interest earned on other investments2018-12-31$40,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,661,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,151,982
Employer contributions (assets) at end of year2018-12-31$1,178,244
Employer contributions (assets) at beginning of year2018-12-31$1,109,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,670,835
Contract administrator fees2018-12-31$42,983
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERKOWITZ POLLACK BRANT ADVISORS
Accountancy firm EIN2018-12-31592742314
2017 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,327,724
Total of all expenses incurred2017-12-31$3,294,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,287,903
Value of total corrective distributions2017-12-31$26
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,120,766
Value of total assets at end of year2017-12-31$35,772,715
Value of total assets at beginning of year2017-12-31$31,739,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,813
Total interest from all sources2017-12-31$39,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,497,966
Participant contributions at end of year2017-12-31$226,452
Participant contributions at beginning of year2017-12-31$165,364
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$486,183
Administrative expenses (other) incurred2017-12-31$503
Total non interest bearing cash at end of year2017-12-31$39,564
Total non interest bearing cash at beginning of year2017-12-31$12,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,032,982
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,772,715
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,739,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,397,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,375,488
Interest on participant loans2017-12-31$11,232
Interest earned on other investments2017-12-31$28,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,167,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,136,617
Employer contributions (assets) at end of year2017-12-31$1,109,503
Employer contributions (assets) at beginning of year2017-12-31$1,186,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,287,903
Contract administrator fees2017-12-31$6,310
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERKOWITZ POLLACK BRANT ADVISORS
Accountancy firm EIN2017-12-31592742314
2016 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$170
Total income from all sources (including contributions)2016-12-31$4,636,684
Total of all expenses incurred2016-12-31$3,826,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,818,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,773,751
Value of total assets at end of year2016-12-31$31,739,733
Value of total assets at beginning of year2016-12-31$30,930,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,137
Total interest from all sources2016-12-31$18,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,545,090
Participant contributions at end of year2016-12-31$165,364
Participant contributions at beginning of year2016-12-31$246,489
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$67,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$170
Administrative expenses (other) incurred2016-12-31$158
Total non interest bearing cash at end of year2016-12-31$12,450
Total non interest bearing cash at beginning of year2016-12-31$37,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$809,853
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,739,733
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,929,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,375,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,395,505
Interest on participant loans2016-12-31$8,515
Interest earned on other investments2016-12-31$9,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,844,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,161,617
Employer contributions (assets) at end of year2016-12-31$1,186,431
Employer contributions (assets) at beginning of year2016-12-31$1,250,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,818,694
Contract administrator fees2016-12-31$7,979
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERKOWITZ POLLACK BRANT ADVISORS
Accountancy firm EIN2016-12-31592742314
2015 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,649,108
Total of all expenses incurred2015-12-31$1,164,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,157,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,097,883
Value of total assets at end of year2015-12-31$30,930,050
Value of total assets at beginning of year2015-12-31$29,445,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,404
Total interest from all sources2015-12-31$14,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,586,765
Participant contributions at end of year2015-12-31$246,489
Participant contributions at beginning of year2015-12-31$265,287
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$284,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$81
Total non interest bearing cash at end of year2015-12-31$37,264
Total non interest bearing cash at beginning of year2015-12-31$24,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,484,446
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,929,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,445,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,395,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,912,970
Interest on participant loans2015-12-31$10,734
Interest earned on other investments2015-12-31$3,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-463,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,226,387
Employer contributions (assets) at end of year2015-12-31$1,250,792
Employer contributions (assets) at beginning of year2015-12-31$1,242,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,157,258
Contract administrator fees2015-12-31$7,323
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,831
Total income from all sources (including contributions)2014-12-31$4,373,461
Total of all expenses incurred2014-12-31$1,330,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,324,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,137,236
Value of total assets at end of year2014-12-31$29,445,434
Value of total assets at beginning of year2014-12-31$26,404,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,610
Total interest from all sources2014-12-31$21,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,561,778
Participant contributions at end of year2014-12-31$265,287
Participant contributions at beginning of year2014-12-31$233,627
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$366,147
Administrative expenses (other) incurred2014-12-31$100
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$1,831
Total non interest bearing cash at end of year2014-12-31$24,405
Total non interest bearing cash at beginning of year2014-12-31$36,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,042,880
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,445,434
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,402,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,912,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,977,847
Interest on participant loans2014-12-31$10,490
Interest earned on other investments2014-12-31$10,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,214,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,209,311
Employer contributions (assets) at end of year2014-12-31$1,242,772
Employer contributions (assets) at beginning of year2014-12-31$1,156,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,324,971
Contract administrator fees2014-12-31$5,510
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,831
Total income from all sources (including contributions)2013-12-31$6,634,579
Total of all expenses incurred2013-12-31$2,153,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,149,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,149,759
Value of total assets at end of year2013-12-31$26,404,385
Value of total assets at beginning of year2013-12-31$21,923,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,336
Total interest from all sources2013-12-31$10,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,497,132
Participant contributions at end of year2013-12-31$233,627
Participant contributions at beginning of year2013-12-31$255,376
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$496,235
Administrative expenses (other) incurred2013-12-31$90
Liabilities. Value of operating payables at end of year2013-12-31$1,831
Liabilities. Value of operating payables at beginning of year2013-12-31$1,831
Total non interest bearing cash at end of year2013-12-31$36,519
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,481,080
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,402,554
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,921,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,977,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,591,069
Interest on participant loans2013-12-31$10,249
Interest earned on other investments2013-12-31$591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,473,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,156,392
Employer contributions (assets) at end of year2013-12-31$1,156,392
Employer contributions (assets) at beginning of year2013-12-31$1,076,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,149,163
Contract administrator fees2013-12-31$4,246
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,831
Total income from all sources (including contributions)2012-12-31$5,071,979
Total of all expenses incurred2012-12-31$1,307,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,286,369
Expenses. Certain deemed distributions of participant loans2012-12-31$17,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,730,053
Value of total assets at end of year2012-12-31$21,923,305
Value of total assets at beginning of year2012-12-31$18,159,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,528
Total interest from all sources2012-12-31$9,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,353,942
Participant contributions at end of year2012-12-31$255,376
Participant contributions at beginning of year2012-12-31$187,518
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$338,400
Administrative expenses (other) incurred2012-12-31$185
Liabilities. Value of operating payables at end of year2012-12-31$1,831
Liabilities. Value of operating payables at beginning of year2012-12-31$1,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,764,299
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,921,474
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,157,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$20,591,069
Value of interest in pooled separate accounts at beginning of year2012-12-31$16,937,423
Interest on participant loans2012-12-31$9,497
Net investment gain/loss from pooled separate accounts2012-12-31$2,332,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,037,711
Employer contributions (assets) at end of year2012-12-31$1,076,860
Employer contributions (assets) at beginning of year2012-12-31$1,034,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,286,369
Contract administrator fees2012-12-31$3,343
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,831
Total income from all sources (including contributions)2011-12-31$2,080,421
Total of all expenses incurred2011-12-31$746,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$661,399
Expenses. Certain deemed distributions of participant loans2011-12-31$53,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,494,286
Value of total assets at end of year2011-12-31$18,159,006
Value of total assets at beginning of year2011-12-31$16,825,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,713
Total interest from all sources2011-12-31$6,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,270,002
Participant contributions at end of year2011-12-31$187,518
Participant contributions at beginning of year2011-12-31$120,578
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$171,388
Other income not declared elsewhere2011-12-31$-58,749
Administrative expenses (other) incurred2011-12-31$216
Liabilities. Value of operating payables at end of year2011-12-31$1,831
Liabilities. Value of operating payables at beginning of year2011-12-31$1,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,333,900
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,157,175
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,823,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$30,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,694,345
Value of interest in pooled separate accounts at end of year2011-12-31$16,937,423
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$6,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-774,376
Net investment gain/loss from pooled separate accounts2011-12-31$412,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,052,896
Employer contributions (assets) at end of year2011-12-31$1,034,065
Employer contributions (assets) at beginning of year2011-12-31$1,010,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$661,399
Contract administrator fees2011-12-31$965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325

Form 5500 Responses for BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN

2022: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 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: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 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: BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102432
Policy instance 1
Insurance contract or identification number102432
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-11-18
Total amount of commissions paid to insurance brokerUSD $16,174
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,174
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102432
Policy instance 1
Insurance contract or identification number102432
Number of Individuals Covered181
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,153
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,153
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102432
Policy instance 1
Insurance contract or identification number102432
Number of Individuals Covered188
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,978
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,978
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102432
Policy instance 1
Insurance contract or identification number102432
Number of Individuals Covered181
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,256
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,256
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102432
Policy instance 1
Insurance contract or identification number102432
Number of Individuals Covered176
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,391
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $11,391
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102432
Policy instance 1
Insurance contract or identification number102432
Number of Individuals Covered176
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,961
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $9,961
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102432
Policy instance 1
Insurance contract or identification number102432
Number of Individuals Covered168
Insurance policy start date2011-08-16
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,876
Total amount of fees paid to insurance companyUSD $25

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