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DR RICHARD M. BERG, DDS RETIREMENT PLAN 401k Plan overview

Plan NameDR RICHARD M. BERG, DDS RETIREMENT PLAN
Plan identification number 001

DR RICHARD M. BERG, DDS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

RICHARD M. BERG, DDS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD M. BERG, DDS, P.C.
Employer identification number (EIN):800522150
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR RICHARD M. BERG, DDS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAM BERG2024-08-06
0012022-01-01PAM BERG2023-09-17
0012021-01-01PAM BERG2022-08-15
0012020-01-01PAM BERG2021-06-15
0012019-01-01PAM BERG2020-04-14
0012018-01-01PAM BERG2019-09-10
0012017-01-01CHUCK FOX2018-02-20
0012016-01-01CHUCK FOX2017-07-06
0012015-01-01CHUCK FOX2016-06-03
0012013-01-01
0012012-01-01CHUCK FOX2013-05-30
0012011-01-01CHUCK FOX2012-06-12
0012010-01-01CHUCK FOX2011-10-06

Plan Statistics for DR RICHARD M. BERG, DDS RETIREMENT PLAN

401k plan membership statisitcs for DR RICHARD M. BERG, DDS RETIREMENT PLAN

Measure Date Value
2025: DR RICHARD M. BERG, DDS RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1811
Total number of particpants at end of year2025-07-1811
Number of Participants With Account Balances2025-07-1810
2024: DR RICHARD M. BERG, DDS RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-0610
Total number of particpants at end of year2024-08-0610
Number of Participants With Account Balances2024-08-069
2022: DR RICHARD M. BERG, DDS RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-1510
Total number of particpants at end of year2022-08-159
Number of Participants With Account Balances2022-08-158

Financial Data on DR RICHARD M. BERG, DDS RETIREMENT PLAN

Measure Date Value
2025 : DR RICHARD M. BERG, DDS RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1812649
Net assets as of the end of the plan year2025-07-181469764
Total assets as of the beginning of the plan year2025-07-181227320
Value of plan covered by a fidelity bond2025-07-18150000
Participant contributions to plan in this plan year2025-07-1868571
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-18137542
Plan net income in this plan year2025-07-18242444
Net assets as of the end of the plan year2025-07-181469764
Net assets as of the beginning of the plan year2025-07-181227320
Employer contributions to plan in this plan year2025-07-1848980
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1812649
2024 : DR RICHARD M. BERG, DDS RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-060
Total liabilities as of the end of the plan year2024-08-060
Total liabilities as of the beginning of the plan year2024-08-060
Total expenses incurred by plan in this plan year2024-08-0610214
Net assets as of the end of the plan year2024-08-061227320
Total assets as of the beginning of the plan year2024-08-061005790
Value of plan covered by a fidelity bond2024-08-06150000
Participant contributions to plan in this plan year2024-08-0663368
Other expenses paid from plan in this plan year2024-08-060
Other contributions to plan in this plan year2024-08-060
Other income to plan in this plan year2024-08-06161849
Plan net income in this plan year2024-08-06221530
Net assets as of the end of the plan year2024-08-061227320
Net assets as of the beginning of the plan year2024-08-061005790
Employer contributions to plan in this plan year2024-08-066527
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0610214
2022 : DR RICHARD M. BERG, DDS RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-159684
Net assets as of the end of the plan year2022-08-151072749
Total assets as of the beginning of the plan year2022-08-15867127
Value of plan covered by a fidelity bond2022-08-15100000
Participant contributions to plan in this plan year2022-08-1547815
Value of participant loans at end of plan year2022-08-150
Other income to plan in this plan year2022-08-15118110
Plan net income in this plan year2022-08-15205622
Net assets as of the end of the plan year2022-08-151072749
Net assets as of the beginning of the plan year2022-08-15867127
Employer contributions to plan in this plan year2022-08-1549381
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-159317

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