401k Plan data: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN plan

BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN
Plan identification number	001

BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS has sponsored the creation of one or more 401k plans.

Company Name: BERGER & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS

Employer identification number (EIN): 770327597

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SALLY PAULSON 2024-05-24
001 2022-01-01
001 2022-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2021-01-01
001 2021-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2020-01-01
001 2019-01-01
001 2018-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2017-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2016-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2015-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR GER ON BEHALF OF PLAN ADMINISTRATOR 2016-03-23
001 2014-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR GER ON BEHALF OF PLAN ADMINISTRATOR 2015-01-20
001 2013-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2012-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2011-01-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2009-01-01 KEVIN BERGER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SALLY PAULSON	2024-05-24
001	2022-01-01
001	2022-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR
001	2021-01-01
001	2021-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR
001	2020-01-01
001	2019-01-01
001	2018-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR
001	2017-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR
001	2016-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR
001	2015-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR		GER ON BEHALF OF PLAN ADMINISTRATOR	2016-03-23
001	2014-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR		GER ON BEHALF OF PLAN ADMINISTRATOR	2015-01-20
001	2013-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR
001	2012-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR
001	2011-01-01	GER ON BEHALF OF PLAN ADMINISTRATOR
001	2009-01-01	KEVIN BERGER

Plan Statistics for BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-11 18
Total number of particpants at end of year 2025-04-11 11
Number of Participants With Account Balances 2025-04-11 11
2024: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-24 19
Total number of particpants at end of year 2024-05-24 16
Number of Participants With Account Balances 2024-05-24 16
2022: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 23
Number of participants with account balances 2022-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 25
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 28
Number of participants with account balances 2020-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
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 10
Total of all active and inactive participants 2019-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 26
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 28
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
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 10
Total of all active and inactive participants 2017-01-01 30
Total participants 2017-01-01 30
Number of participants with account balances 2017-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 23
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 30
Number of participants with account balances 2016-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 29
Total participants 2015-01-01 29
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 27
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
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 9
Total of all active and inactive participants 2013-01-01 30
Total participants 2013-01-01 30
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 30
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
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 7
Total of all active and inactive participants 2011-01-01 30
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 28
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-11	18
Total number of particpants at end of year	2025-04-11	11
Number of Participants With Account Balances	2025-04-11	11
2024: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-24	19
Total number of particpants at end of year	2024-05-24	16
Number of Participants With Account Balances	2024-05-24	16
2022: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	23
Number of participants with account balances	2022-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	25
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	28
Number of participants with account balances	2020-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
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	10
Total of all active and inactive participants	2019-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	26
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	28
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
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	10
Total of all active and inactive participants	2017-01-01	30
Total participants	2017-01-01	30
Number of participants with account balances	2017-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	23
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	30
Number of participants with account balances	2016-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	29
Total participants	2015-01-01	29
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	27
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
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	9
Total of all active and inactive participants	2013-01-01	30
Total participants	2013-01-01	30
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	30
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
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	7
Total of all active and inactive participants	2011-01-01	30
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	28
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-11	29067
Net assets as of the end of the plan year	2025-04-11	1055857
Total assets as of the beginning of the plan year	2025-04-11	885039
Value of plan covered by a fidelity bond	2025-04-11	250000
Participant contributions to plan in this plan year	2025-04-11	47831
Value of participant loans at end of plan year	2025-04-11	2838
Other contributions to plan in this plan year	2025-04-11	17059
Other income to plan in this plan year	2025-04-11	113443
Plan net income in this plan year	2025-04-11	170818
Net assets as of the end of the plan year	2025-04-11	1055857
Net assets as of the beginning of the plan year	2025-04-11	885039
Employer contributions to plan in this plan year	2025-04-11	21552
Fees paid to broker by Benefit Provider	2025-04-11	3629
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-11	9897
2024 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-24	604310
Net assets as of the end of the plan year	2024-05-24	885039
Total assets as of the beginning of the plan year	2024-05-24	1439259
Value of plan covered by a fidelity bond	2024-05-24	250000
Participant contributions to plan in this plan year	2024-05-24	28024
Other income to plan in this plan year	2024-05-24	5502
Plan net income in this plan year	2024-05-24	-554220
Net assets as of the end of the plan year	2024-05-24	885039
Net assets as of the beginning of the plan year	2024-05-24	1439259
Employer contributions to plan in this plan year	2024-05-24	16564
Fees paid to broker by Benefit Provider	2024-05-24	17
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-24	362
2022 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-31,987
Expenses. Total of all expenses incurred	2022-12-31	$357,173
Benefits paid (including direct rollovers)	2022-12-31	$341,512
Total plan assets at end of year	2022-12-31	$1,439,259
Total plan assets at beginning of year	2022-12-31	$1,828,419
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$28,800
Other income received	2022-12-31	$-75,999
Net income (gross income less expenses)	2022-12-31	$-389,160
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,439,259
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,828,419
Total contributions received or receivable from employer(s)	2022-12-31	$15,212
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$15,661
2021 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$517,269
Expenses. Total of all expenses incurred	2021-12-31	$1,033,909
Benefits paid (including direct rollovers)	2021-12-31	$1,006,059
Total plan assets at end of year	2021-12-31	$1,828,418
Total plan assets at beginning of year	2021-12-31	$2,345,058
Value of fidelity bond covering the plan	2021-12-31	$40,000
Total contributions received or receivable from participants	2021-12-31	$26,900
Other income received	2021-12-31	$475,997
Net income (gross income less expenses)	2021-12-31	$-516,640
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,828,418
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,345,058
Assets. Value of participant loans	2021-12-31	$4,101
Total contributions received or receivable from employer(s)	2021-12-31	$14,372
Value of certain deemed distributions of participant loans	2021-12-31	$10,180
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$17,670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$404,525
Expenses. Total of all expenses incurred	2020-12-31	$23,555
Benefits paid (including direct rollovers)	2020-12-31	$5,000
Total plan assets at end of year	2020-12-31	$2,345,058
Total plan assets at beginning of year	2020-12-31	$1,964,088
Value of fidelity bond covering the plan	2020-12-31	$70,000
Total contributions received or receivable from participants	2020-12-31	$78,087
Contributions received from other sources (not participants or employers)	2020-12-31	$82,761
Other income received	2020-12-31	$217,201
Net income (gross income less expenses)	2020-12-31	$380,970
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,345,058
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,964,088
Assets. Value of participant loans	2020-12-31	$18,560
Total contributions received or receivable from employer(s)	2020-12-31	$26,476
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$18,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$544,020
Expenses. Total of all expenses incurred	2019-12-31	$31,670
Total plan assets at end of year	2019-12-31	$1,964,088
Total plan assets at beginning of year	2019-12-31	$1,451,738
Value of fidelity bond covering the plan	2019-12-31	$70,000
Total contributions received or receivable from participants	2019-12-31	$93,854
Other income received	2019-12-31	$426,249
Net income (gross income less expenses)	2019-12-31	$512,350
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,964,088
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,451,738
Assets. Value of participant loans	2019-12-31	$12,451
Total contributions received or receivable from employer(s)	2019-12-31	$23,917
Value of certain deemed distributions of participant loans	2019-12-31	$16,458
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-21,215
Expenses. Total of all expenses incurred	2018-12-31	$45,784
Benefits paid (including direct rollovers)	2018-12-31	$30,530
Total plan assets at end of year	2018-12-31	$1,451,738
Total plan assets at beginning of year	2018-12-31	$1,518,737
Value of fidelity bond covering the plan	2018-12-31	$40,000
Total contributions received or receivable from participants	2018-12-31	$75,910
Contributions received from other sources (not participants or employers)	2018-12-31	$11,709
Other income received	2018-12-31	$-131,096
Net income (gross income less expenses)	2018-12-31	$-66,999
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,451,738
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,518,737
Assets. Value of participant loans	2018-12-31	$29,588
Total contributions received or receivable from employer(s)	2018-12-31	$22,262
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$15,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$256,522
Expenses. Total of all expenses incurred	2017-12-31	$12,767
Total plan assets at end of year	2017-12-31	$1,518,737
Total plan assets at beginning of year	2017-12-31	$1,274,982
Value of fidelity bond covering the plan	2017-12-31	$40,000
Total contributions received or receivable from participants	2017-12-31	$77,818
Other income received	2017-12-31	$153,228
Net income (gross income less expenses)	2017-12-31	$243,755
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,518,737
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,274,982
Assets. Value of participant loans	2017-12-31	$25,394
Total contributions received or receivable from employer(s)	2017-12-31	$25,476
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$178,509
Expenses. Total of all expenses incurred	2016-12-31	$36,705
Benefits paid (including direct rollovers)	2016-12-31	$25,700
Total plan assets at end of year	2016-12-31	$1,274,982
Total plan assets at beginning of year	2016-12-31	$1,133,178
Value of fidelity bond covering the plan	2016-12-31	$40,000
Total contributions received or receivable from participants	2016-12-31	$76,979
Other income received	2016-12-31	$75,058
Net income (gross income less expenses)	2016-12-31	$141,804
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,274,982
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,133,178
Total contributions received or receivable from employer(s)	2016-12-31	$26,472
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,005
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$26,928
Expenses. Total of all expenses incurred	2015-12-31	$23,624
Benefits paid (including direct rollovers)	2015-12-31	$12,656
Total plan assets at end of year	2015-12-31	$1,133,178
Total plan assets at beginning of year	2015-12-31	$1,129,874
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$76,441
Other income received	2015-12-31	$-78,153
Net income (gross income less expenses)	2015-12-31	$3,304
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,133,178
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,129,874
Total contributions received or receivable from employer(s)	2015-12-31	$28,640
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,968
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$56,810
Expenses. Total of all expenses incurred	2014-12-31	$36,618
Benefits paid (including direct rollovers)	2014-12-31	$25,307
Total plan assets at end of year	2014-12-31	$1,129,874
Total plan assets at beginning of year	2014-12-31	$1,109,682
Value of fidelity bond covering the plan	2014-12-31	$70,000
Total contributions received or receivable from participants	2014-12-31	$68,016
Other income received	2014-12-31	$-39,033
Net income (gross income less expenses)	2014-12-31	$20,192
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,129,874
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,109,682
Assets. Value of participant loans	2014-12-31	$4,001
Total contributions received or receivable from employer(s)	2014-12-31	$27,827
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$250,592
Expenses. Total of all expenses incurred	2013-12-31	$46,857
Benefits paid (including direct rollovers)	2013-12-31	$37,470
Total plan assets at end of year	2013-12-31	$1,109,682
Total plan assets at beginning of year	2013-12-31	$905,947
Value of fidelity bond covering the plan	2013-12-31	$70,000
Total contributions received or receivable from participants	2013-12-31	$70,216
Contributions received from other sources (not participants or employers)	2013-12-31	$5,808
Other income received	2013-12-31	$149,535
Net income (gross income less expenses)	2013-12-31	$203,735
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,109,682
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$905,947
Assets. Value of participant loans	2013-12-31	$4,141
Total contributions received or receivable from employer(s)	2013-12-31	$25,033
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$100
Total income from all sources	2012-12-31	$187,509
Expenses. Total of all expenses incurred	2012-12-31	$8,159
Benefits paid (including direct rollovers)	2012-12-31	$509
Total plan assets at end of year	2012-12-31	$905,947
Total plan assets at beginning of year	2012-12-31	$726,697
Value of fidelity bond covering the plan	2012-12-31	$70,000
Total contributions received or receivable from participants	2012-12-31	$73,671
Other income received	2012-12-31	$87,984
Net income (gross income less expenses)	2012-12-31	$179,350
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$905,947
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$726,597
Assets. Value of participant loans	2012-12-31	$5,230
Total contributions received or receivable from employer(s)	2012-12-31	$25,854
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$100
Total income from all sources	2011-12-31	$47,238
Expenses. Total of all expenses incurred	2011-12-31	$6,685
Total plan assets at end of year	2011-12-31	$726,697
Total plan assets at beginning of year	2011-12-31	$686,044
Value of fidelity bond covering the plan	2011-12-31	$70,000
Total contributions received or receivable from participants	2011-12-31	$71,959
Other income received	2011-12-31	$-50,828
Net income (gross income less expenses)	2011-12-31	$40,553
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$726,597
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$686,044
Assets. Value of participant loans	2011-12-31	$1,143
Total contributions received or receivable from employer(s)	2011-12-31	$26,107
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,685
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$100
Total income from all sources	2010-12-31	$163,903
Expenses. Total of all expenses incurred	2010-12-31	$47,052
Benefits paid (including direct rollovers)	2010-12-31	$37,477
Total plan assets at end of year	2010-12-31	$686,144
Total plan assets at beginning of year	2010-12-31	$569,193
Value of fidelity bond covering the plan	2010-12-31	$70,000
Total contributions received or receivable from participants	2010-12-31	$64,318
Other income received	2010-12-31	$75,125
Net income (gross income less expenses)	2010-12-31	$116,851
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$686,044
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$569,193
Assets. Value of participant loans	2010-12-31	$72
Total contributions received or receivable from employer(s)	2010-12-31	$24,460
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN

2022: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BERGER & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS
Employer identification number (EIN):	770327597
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants