BERMAN & SAVAGE, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN
Measure | Date | Value |
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2021: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-10-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 3 |
Total of all active and inactive participants | 2021-10-01 | 11 |
Total participants | 2021-10-01 | 11 |
Number of participants with account balances | 2021-10-01 | 11 |
2019: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 6 |
Total of all active and inactive participants | 2019-10-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 10 |
Number of participants with account balances | 2019-10-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
2018: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 7 |
Total of all active and inactive participants | 2018-10-01 | 15 |
Total participants | 2018-10-01 | 15 |
Number of participants with account balances | 2018-10-01 | 15 |
2017: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 7 |
Total of all active and inactive participants | 2017-10-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 15 |
Number of participants with account balances | 2017-10-01 | 15 |
2016: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 8 |
Total of all active and inactive participants | 2016-10-01 | 16 |
Total participants | 2016-10-01 | 16 |
Number of participants with account balances | 2016-10-01 | 16 |
2015: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 9 |
Total of all active and inactive participants | 2015-10-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 1 |
Total participants | 2015-10-01 | 18 |
Number of participants with account balances | 2015-10-01 | 18 |
2014: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 9 |
Total of all active and inactive participants | 2014-10-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 1 |
Total participants | 2014-10-01 | 18 |
Number of participants with account balances | 2014-10-01 | 18 |
2013: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 9 |
Total of all active and inactive participants | 2013-10-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 1 |
Total participants | 2013-10-01 | 18 |
Number of participants with account balances | 2013-10-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
Measure | Date | Value |
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2022 : BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-09-30 | $0 |
Total plan liabilities at end of year | 2022-09-30 | $0 |
Total plan liabilities at beginning of year | 2022-09-30 | $0 |
Total income from all sources | 2022-09-30 | $-273,854 |
Expenses. Total of all expenses incurred | 2022-09-30 | $154,961 |
Benefits paid (including direct rollovers) | 2022-09-30 | $152,561 |
Total plan assets at end of year | 2022-09-30 | $1,229,992 |
Total plan assets at beginning of year | 2022-09-30 | $1,658,807 |
Value of fidelity bond covering the plan | 2022-09-30 | $250,000 |
Assets. Value of tangible personal property | 2022-09-30 | $0 |
Total contributions received or receivable from participants | 2022-09-30 | $1,908 |
Assets. Value of loans (other than to participants) | 2022-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2022-09-30 | $0 |
Other income received | 2022-09-30 | $-275,762 |
Noncash contributions received | 2022-09-30 | $0 |
Net income (gross income less expenses) | 2022-09-30 | $-428,815 |
Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $1,229,992 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $1,658,807 |
Assets. Value of participant loans | 2022-09-30 | $44,745 |
Assets. Value of assets in partnership/joint-venture interests | 2022-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-09-30 | $0 |
Assets. Value of employer securities | 2022-09-30 | $0 |
Assets. Value of employer real property | 2022-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2022-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2022-09-30 | $0 |
Value of corrective distributions | 2022-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $2,400 |
2020 : BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-09-30 | $0 |
Total plan liabilities at end of year | 2020-09-30 | $0 |
Total plan liabilities at beginning of year | 2020-09-30 | $0 |
Total income from all sources | 2020-09-30 | $205,991 |
Expenses. Total of all expenses incurred | 2020-09-30 | $134,170 |
Benefits paid (including direct rollovers) | 2020-09-30 | $172,507 |
Total plan assets at end of year | 2020-09-30 | $1,470,535 |
Total plan assets at beginning of year | 2020-09-30 | $1,398,714 |
Value of fidelity bond covering the plan | 2020-09-30 | $250,000 |
Assets. Value of tangible personal property | 2020-09-30 | $0 |
Total contributions received or receivable from participants | 2020-09-30 | $3,607 |
Assets. Value of loans (other than to participants) | 2020-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
Other income received | 2020-09-30 | $200,562 |
Noncash contributions received | 2020-09-30 | $0 |
Net income (gross income less expenses) | 2020-09-30 | $71,821 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $1,470,535 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $1,398,714 |
Assets. Value of participant loans | 2020-09-30 | $38,166 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-09-30 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-09-30 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-09-30 | $0 |
Assets. Value of employer securities | 2020-09-30 | $0 |
Assets. Value of employer real property | 2020-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $1,822 |
Value of certain deemed distributions of participant loans | 2020-09-30 | $-38,900 |
Value of corrective distributions | 2020-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $563 |
2019 : BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-09-30 | $0 |
Total plan liabilities at end of year | 2019-09-30 | $0 |
Total plan liabilities at beginning of year | 2019-09-30 | $0 |
Total income from all sources | 2019-09-30 | $-4,597 |
Expenses. Total of all expenses incurred | 2019-09-30 | $92,275 |
Benefits paid (including direct rollovers) | 2019-09-30 | $90,000 |
Total plan assets at end of year | 2019-09-30 | $1,398,714 |
Total plan assets at beginning of year | 2019-09-30 | $1,495,586 |
Value of fidelity bond covering the plan | 2019-09-30 | $250,000 |
Total contributions received or receivable from participants | 2019-09-30 | $2,645 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-09-30 | $0 |
Other income received | 2019-09-30 | $-16,354 |
Noncash contributions received | 2019-09-30 | $0 |
Net income (gross income less expenses) | 2019-09-30 | $-96,872 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $1,398,714 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $1,495,586 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $9,112 |
Value of certain deemed distributions of participant loans | 2019-09-30 | $0 |
Value of corrective distributions | 2019-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $2,275 |
2016 : BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-09-30 | $0 |
Total plan liabilities at end of year | 2016-09-30 | $0 |
Total plan liabilities at beginning of year | 2016-09-30 | $0 |
Total income from all sources | 2016-09-30 | $93,224 |
Expenses. Total of all expenses incurred | 2016-09-30 | $17,725 |
Benefits paid (including direct rollovers) | 2016-09-30 | $15,000 |
Total plan assets at end of year | 2016-09-30 | $1,190,059 |
Total plan assets at beginning of year | 2016-09-30 | $1,114,560 |
Value of fidelity bond covering the plan | 2016-09-30 | $250,000 |
Assets. Value of tangible personal property | 2016-09-30 | $0 |
Total contributions received or receivable from participants | 2016-09-30 | $3,125 |
Assets. Value of loans (other than to participants) | 2016-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
Other income received | 2016-09-30 | $90,099 |
Noncash contributions received | 2016-09-30 | $0 |
Net income (gross income less expenses) | 2016-09-30 | $75,499 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,190,059 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,114,560 |
Assets. Value of participant loans | 2016-09-30 | $44,838 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2016-09-30 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2016-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2016-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2016-09-30 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-09-30 | $0 |
Assets. Value of employer securities | 2016-09-30 | $0 |
Assets. Value of employer real property | 2016-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2016-09-30 | $0 |
Value of corrective distributions | 2016-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $2,725 |
2015 : BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-09-30 | $0 |
Total plan liabilities at end of year | 2015-09-30 | $0 |
Total plan liabilities at beginning of year | 2015-09-30 | $0 |
Total income from all sources | 2015-09-30 | $12,943 |
Expenses. Total of all expenses incurred | 2015-09-30 | $17,775 |
Benefits paid (including direct rollovers) | 2015-09-30 | $14,000 |
Total plan assets at end of year | 2015-09-30 | $1,114,560 |
Total plan assets at beginning of year | 2015-09-30 | $1,119,392 |
Value of fidelity bond covering the plan | 2015-09-30 | $250,000 |
Assets. Value of tangible personal property | 2015-09-30 | $0 |
Total contributions received or receivable from participants | 2015-09-30 | $5,612 |
Assets. Value of loans (other than to participants) | 2015-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
Other income received | 2015-09-30 | $7,331 |
Noncash contributions received | 2015-09-30 | $0 |
Net income (gross income less expenses) | 2015-09-30 | $-4,832 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,114,560 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,119,392 |
Assets. Value of participant loans | 2015-09-30 | $7,199 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-09-30 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2015-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2015-09-30 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-09-30 | $0 |
Assets. Value of employer securities | 2015-09-30 | $0 |
Assets. Value of employer real property | 2015-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $3,775 |
2014 : BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-09-30 | $0 |
Total plan liabilities at end of year | 2014-09-30 | $0 |
Total plan liabilities at beginning of year | 2014-09-30 | $0 |
Total income from all sources | 2014-09-30 | $135,977 |
Expenses. Total of all expenses incurred | 2014-09-30 | $22,545 |
Benefits paid (including direct rollovers) | 2014-09-30 | $17,520 |
Total plan assets at end of year | 2014-09-30 | $1,119,392 |
Total plan assets at beginning of year | 2014-09-30 | $1,005,960 |
Value of fidelity bond covering the plan | 2014-09-30 | $250,000 |
Assets. Value of tangible personal property | 2014-09-30 | $0 |
Total contributions received or receivable from participants | 2014-09-30 | $13,640 |
Assets. Value of loans (other than to participants) | 2014-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
Other income received | 2014-09-30 | $122,337 |
Noncash contributions received | 2014-09-30 | $0 |
Net income (gross income less expenses) | 2014-09-30 | $113,432 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,119,392 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,005,960 |
Assets. Value of participant loans | 2014-09-30 | $28,094 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-09-30 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2014-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2014-09-30 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-09-30 | $0 |
Assets. Value of employer securities | 2014-09-30 | $0 |
Assets. Value of employer real property | 2014-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
Value of corrective distributions | 2014-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $5,025 |
2021: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | Plan is a collectively bargained plan | No |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2019: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | No |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | Yes |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | Yes |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | Yes |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | Yes |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | Yes |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: BERMAN & SAVAGE, P.C. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | Yes |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |