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ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 401k Plan overview

Plan NameROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST
Plan identification number 001

ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST Benefits

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

401k Sponsoring company profile

ROBERT J BERG has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J BERG
Employer identification number (EIN):640607952
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ROBERT J BERG
0012016-01-01
0012015-01-01ROBERT J BERG
0012014-01-01ROBERT J BERG
0012013-01-01ROBERT J BERG
0012012-01-01ROBERT J BERG
0012011-01-01ROBERT J BERG
0012010-01-01ROBERT J BERG
0012009-01-01ROBERT J BERG
0012009-01-01ROBERT J BERG

Plan Statistics for ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

401k plan membership statisitcs for ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

Measure Date Value
2016: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-016
Total participants2016-01-016
2015: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
2014: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
2013: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
2012: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
2011: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
2010: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-011
Total of all active and inactive participants2010-01-017
Total participants2010-01-017
2009: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-017
Total participants2009-01-017

Financial Data on ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

Measure Date Value
2016 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$24,998
Total plan liabilities at beginning of year2016-12-31$24,998
Total income from all sources2016-12-31$62,094
Expenses. Total of all expenses incurred2016-12-31$49,535
Benefits paid (including direct rollovers)2016-12-31$35,929
Total plan assets at end of year2016-12-31$755,279
Total plan assets at beginning of year2016-12-31$742,720
Expenses. Other expenses not covered elsewhere2016-12-31$13,606
Other income received2016-12-31$43,594
Net income (gross income less expenses)2016-12-31$12,559
Net plan assets at end of year (total assets less liabilities)2016-12-31$730,281
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$717,722
Assets. Value of real-estate (other than employer real property)2016-12-31$95,000
Total contributions received or receivable from employer(s)2016-12-31$18,500
2015 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$24,998
Total plan liabilities at beginning of year2015-12-31$20,265
Total income from all sources2015-12-31$9,216
Expenses. Total of all expenses incurred2015-12-31$4,983
Benefits paid (including direct rollovers)2015-12-31$4,733
Total plan assets at end of year2015-12-31$742,720
Total plan assets at beginning of year2015-12-31$733,754
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-9,284
Net income (gross income less expenses)2015-12-31$4,233
Net plan assets at end of year (total assets less liabilities)2015-12-31$717,722
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$713,489
Total contributions received or receivable from employer(s)2015-12-31$18,500
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$250
2014 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$20,265
Total plan liabilities at beginning of year2014-12-31$15,508
Total income from all sources2014-12-31$47,219
Expenses. Total of all expenses incurred2014-12-31$4,757
Benefits paid (including direct rollovers)2014-12-31$4,757
Total plan assets at end of year2014-12-31$751,145
Total plan assets at beginning of year2014-12-31$703,926
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$28,719
Net income (gross income less expenses)2014-12-31$42,462
Net plan assets at end of year (total assets less liabilities)2014-12-31$730,880
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$688,418
Assets. Value of real-estate (other than employer real property)2014-12-31$95,000
Total contributions received or receivable from employer(s)2014-12-31$18,500
2013 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$15,508
Total plan liabilities at beginning of year2013-12-31$10,498
Total income from all sources2013-12-31$100,463
Expenses. Total of all expenses incurred2013-12-31$6,343
Benefits paid (including direct rollovers)2013-12-31$5,010
Total plan assets at end of year2013-12-31$703,926
Total plan assets at beginning of year2013-12-31$604,796
Value of fidelity bond covering the plan2013-12-31$100,000
Expenses. Other expenses not covered elsewhere2013-12-31$1,333
Other income received2013-12-31$81,963
Net income (gross income less expenses)2013-12-31$94,120
Net plan assets at end of year (total assets less liabilities)2013-12-31$688,418
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$594,298
Assets. Value of real-estate (other than employer real property)2013-12-31$95,000
Total contributions received or receivable from employer(s)2013-12-31$18,500
2012 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$10,498
Total plan liabilities at beginning of year2012-12-31$5,404
Total income from all sources2012-12-31$69,451
Expenses. Total of all expenses incurred2012-12-31$6,999
Benefits paid (including direct rollovers)2012-12-31$5,094
Total plan assets at end of year2012-12-31$604,796
Total plan assets at beginning of year2012-12-31$537,250
Value of fidelity bond covering the plan2012-12-31$100,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,905
Other income received2012-12-31$50,951
Net income (gross income less expenses)2012-12-31$62,452
Net plan assets at end of year (total assets less liabilities)2012-12-31$594,298
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$531,846
Assets. Value of real-estate (other than employer real property)2012-12-31$95,000
Total contributions received or receivable from employer(s)2012-12-31$18,500
2011 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$5,404
Total income from all sources2011-12-31$12,797
Expenses. Total of all expenses incurred2011-12-31$114,883
Benefits paid (including direct rollovers)2011-12-31$110,221
Total plan assets at end of year2011-12-31$537,250
Total plan assets at beginning of year2011-12-31$633,932
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$4,662
Other income received2011-12-31$-5,703
Net income (gross income less expenses)2011-12-31$-102,086
Net plan assets at end of year (total assets less liabilities)2011-12-31$531,846
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$633,932
Assets. Value of real-estate (other than employer real property)2011-12-31$95,000
Total contributions received or receivable from employer(s)2011-12-31$18,500
2010 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2010 401k financial data
Total income from all sources2010-12-31$63,149
Expenses. Total of all expenses incurred2010-12-31$154
Total plan assets at end of year2010-12-31$633,932
Total plan assets at beginning of year2010-12-31$570,937
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$154
Other income received2010-12-31$44,649
Net income (gross income less expenses)2010-12-31$62,995
Net plan assets at end of year (total assets less liabilities)2010-12-31$633,932
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$570,937
Assets. Value of real-estate (other than employer real property)2010-12-31$95,000
Total contributions received or receivable from employer(s)2010-12-31$18,500

Form 5500 Responses for ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

2016: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAA38239926
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAA38239926
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAA38239926
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAA38239926
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAA38239926
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAA38239926
Policy instance 1

Potentially related plans

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