401k Plan data: BERRY & ASSOCIATES PROFIT SHARING PLAN plan

BERRY & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	BERRY & ASSOCIATES PROFIT SHARING PLAN
Plan identification number	001

BERRY & ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

BERRY & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: BERRY & ASSOCIATES

Employer identification number (EIN): 710765073

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERRY & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JOSEPH T. BERRY
001 2023-01-01
001 2023-01-01 JOSEPH T. BERRY
001 2022-01-01
001 2022-01-01 JOSEPH T. BERRY
001 2021-01-01
001 2021-01-01 JOSEPH T. BERRY
001 2020-01-01
001 2019-01-01
001 2017-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2018-10-03
001 2016-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2017-09-07
001 2015-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2016-07-31
001 2014-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2015-10-13
001 2013-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2014-10-14
001 2012-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2013-10-11
001 2011-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2012-09-13
001 2009-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2010-10-08
001 2009-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2010-10-08
001 2009-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2010-10-16
001 2009-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2010-10-16
001 2009-01-01 JOSEPH T. BERRY JOSEPH T. BERRY 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	JOSEPH T. BERRY
001	2023-01-01
001	2023-01-01	JOSEPH T. BERRY
001	2022-01-01
001	2022-01-01	JOSEPH T. BERRY
001	2021-01-01
001	2021-01-01	JOSEPH T. BERRY
001	2020-01-01
001	2019-01-01
001	2017-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2018-10-03
001	2016-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2017-09-07
001	2015-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2016-07-31
001	2014-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2015-10-13
001	2013-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2014-10-14
001	2012-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2013-10-11
001	2011-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2012-09-13
001	2009-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2010-10-08
001	2009-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2010-10-08
001	2009-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2010-10-16
001	2009-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2010-10-16
001	2009-01-01	JOSEPH T. BERRY	JOSEPH T. BERRY	2010-10-15

Plan Statistics for BERRY & ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for BERRY & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2023: BERRY & ASSOCIATES PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 8
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 8
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BERRY & ASSOCIATES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BERRY & ASSOCIATES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BERRY & ASSOCIATES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BERRY & ASSOCIATES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: BERRY & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BERRY & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BERRY & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BERRY & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BERRY & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BERRY & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BERRY & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BERRY & ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2023: BERRY & ASSOCIATES PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	8
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	8
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BERRY & ASSOCIATES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BERRY & ASSOCIATES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BERRY & ASSOCIATES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BERRY & ASSOCIATES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: BERRY & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BERRY & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BERRY & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BERRY & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BERRY & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BERRY & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BERRY & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BERRY & ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on BERRY & ASSOCIATES PROFIT SHARING PLAN

Measure	Date	Value
2023 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$242,902
Total plan assets at end of year	2023-12-31	$1,514,513
Total plan assets at beginning of year	2023-12-31	$1,271,611
Total contributions received or receivable from participants	2023-12-31	$83,756
Other income received	2023-12-31	$128,470
Net income (gross income less expenses)	2023-12-31	$242,902
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,514,513
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,271,611
Total contributions received or receivable from employer(s)	2023-12-31	$30,676
2022 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-93,988
Total plan assets at end of year	2022-12-31	$1,271,611
Total plan assets at beginning of year	2022-12-31	$1,365,599
Total contributions received or receivable from participants	2022-12-31	$58,828
Other income received	2022-12-31	$-182,520
Net income (gross income less expenses)	2022-12-31	$-93,988
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,271,611
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,365,599
Total contributions received or receivable from employer(s)	2022-12-31	$29,704
2021 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$330,209
Total plan assets at end of year	2021-12-31	$1,365,599
Total plan assets at beginning of year	2021-12-31	$1,035,390
Total contributions received or receivable from participants	2021-12-31	$56,856
Contributions received from other sources (not participants or employers)	2021-12-31	$9,910
Other income received	2021-12-31	$213,607
Net income (gross income less expenses)	2021-12-31	$330,209
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,365,599
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,035,390
Total contributions received or receivable from employer(s)	2021-12-31	$49,836
2020 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$129,286
Total plan assets at end of year	2020-12-31	$1,035,390
Total plan assets at beginning of year	2020-12-31	$906,104
Total contributions received or receivable from participants	2020-12-31	$49,339
Other income received	2020-12-31	$58,398
Net income (gross income less expenses)	2020-12-31	$129,286
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,035,390
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$906,104
Total contributions received or receivable from employer(s)	2020-12-31	$21,549
2019 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$83,191
Total income from all sources	2019-12-31	$178,583
Total plan assets at end of year	2019-12-31	$906,104
Total plan assets at beginning of year	2019-12-31	$644,330
Total contributions received or receivable from participants	2019-12-31	$44,223
Other income received	2019-12-31	$115,581
Net income (gross income less expenses)	2019-12-31	$178,583
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$906,104
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$644,330
Total contributions received or receivable from employer(s)	2019-12-31	$18,779
2018 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-57,639
Total plan assets at end of year	2018-12-31	$644,330
Total plan assets at beginning of year	2018-12-31	$701,969
Total contributions received or receivable from participants	2018-12-31	$34,306
Other income received	2018-12-31	$-105,818
Net income (gross income less expenses)	2018-12-31	$-57,639
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$644,330
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$701,969
Total contributions received or receivable from employer(s)	2018-12-31	$13,873
2017 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$87,160
Total plan assets at end of year	2017-12-31	$701,969
Total plan assets at beginning of year	2017-12-31	$614,809
Total contributions received or receivable from participants	2017-12-31	$33,405
Other income received	2017-12-31	$41,058
Net income (gross income less expenses)	2017-12-31	$87,160
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$701,969
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$614,809
Assets. Value of participant loans	2017-12-31	$50,000
Total contributions received or receivable from employer(s)	2017-12-31	$12,697
2016 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$72,175
Total plan assets at end of year	2016-12-31	$614,809
Total plan assets at beginning of year	2016-12-31	$542,634
Total contributions received or receivable from participants	2016-12-31	$32,075
Other income received	2016-12-31	$27,660
Net income (gross income less expenses)	2016-12-31	$72,175
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$614,809
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$542,634
Assets. Value of participant loans	2016-12-31	$50,000
Total contributions received or receivable from employer(s)	2016-12-31	$12,440
2015 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$61,808
Total plan assets at end of year	2015-12-31	$542,634
Total plan assets at beginning of year	2015-12-31	$480,826
Total contributions received or receivable from participants	2015-12-31	$31,750
Other income received	2015-12-31	$17,844
Net income (gross income less expenses)	2015-12-31	$61,808
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$542,634
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$480,826
Assets. Value of participant loans	2015-12-31	$50,000
Total contributions received or receivable from employer(s)	2015-12-31	$12,214
2014 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$73,403
Expenses. Total of all expenses incurred	2014-12-31	$8,722
Total plan assets at end of year	2014-12-31	$480,826
Total plan assets at beginning of year	2014-12-31	$416,145
Total contributions received or receivable from participants	2014-12-31	$30,250
Other income received	2014-12-31	$31,557
Net income (gross income less expenses)	2014-12-31	$64,681
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$480,826
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$416,145
Assets. Value of participant loans	2014-12-31	$50,000
Total contributions received or receivable from employer(s)	2014-12-31	$11,596
Value of certain deemed distributions of participant loans	2014-12-31	$8,722
2013 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$99,737
Total plan assets at end of year	2013-12-31	$416,145
Total plan assets at beginning of year	2013-12-31	$316,408
Total contributions received or receivable from participants	2013-12-31	$29,000
Other income received	2013-12-31	$58,545
Net income (gross income less expenses)	2013-12-31	$99,737
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$416,145
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$316,408
Assets. Value of participant loans	2013-12-31	$50,000
Total contributions received or receivable from employer(s)	2013-12-31	$12,192
2012 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$59,150
Expenses. Total of all expenses incurred	2012-12-31	$4,260
Benefits paid (including direct rollovers)	2012-12-31	$4,260
Total plan assets at end of year	2012-12-31	$316,408
Total plan assets at beginning of year	2012-12-31	$261,518
Total contributions received or receivable from participants	2012-12-31	$27,250
Other income received	2012-12-31	$19,374
Net income (gross income less expenses)	2012-12-31	$54,890
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$316,408
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$261,518
Total contributions received or receivable from employer(s)	2012-12-31	$12,526
2011 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$31,623
Total plan assets at end of year	2011-12-31	$261,518
Total plan assets at beginning of year	2011-12-31	$229,895
Total contributions received or receivable from participants	2011-12-31	$26,100
Other income received	2011-12-31	$-8,119
Net income (gross income less expenses)	2011-12-31	$31,623
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$261,518
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$229,895
Total contributions received or receivable from employer(s)	2011-12-31	$13,642
2010 : BERRY & ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$57,429
Total plan assets at end of year	2010-12-31	$229,895
Total plan assets at beginning of year	2010-12-31	$172,466
Total contributions received or receivable from participants	2010-12-31	$23,400
Other income received	2010-12-31	$24,157
Net income (gross income less expenses)	2010-12-31	$57,429
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$229,895
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$172,466
Total contributions received or receivable from employer(s)	2010-12-31	$9,872

Form 5500 Responses for BERRY & ASSOCIATES PROFIT SHARING PLAN

2023: BERRY & ASSOCIATES PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BERRY & ASSOCIATES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BERRY & ASSOCIATES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BERRY & ASSOCIATES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BERRY & ASSOCIATES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: BERRY & ASSOCIATES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BERRY & ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BERRY & ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BERRY & ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BERRY & ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BERRY & ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BERRY & ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BERRY & ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BERRY & ASSOCIATES
Employer identification number (EIN):	710765073
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants