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MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN
Plan identification number 001

MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING 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).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • 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

ROBERT G BERRY JR LTD has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G BERRY JR LTD
Employer identification number (EIN):880329853
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012011-01-01PENSION FILERS2012-06-28
0012010-01-01PENSION FILERS2011-07-28
0012006-01-01PENSION FILERS
0012005-01-01PENSION FILERS

Financial Data on MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-271316
Total expenses incurred by plan in this plan year2025-06-2726487
Net assets as of the end of the plan year2025-06-272167068
Total assets as of the beginning of the plan year2025-06-271598510
Participant contributions to plan in this plan year2025-06-275200
Other income to plan in this plan year2025-06-27227591
Plan net income in this plan year2025-06-27569874
Net assets as of the end of the plan year2025-06-272167068
Net assets as of the beginning of the plan year2025-06-271597194
Employer contributions to plan in this plan year2025-06-27363570
Fees paid to broker by Benefit Provider2025-06-2711333
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2726462
2024 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-251316
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-2528669
Net assets as of the end of the plan year2024-06-251598510
Total assets as of the beginning of the plan year2024-06-251098472
Participant contributions to plan in this plan year2024-06-25178940
Other expenses paid from plan in this plan year2024-06-250
Other income to plan in this plan year2024-06-25176339
Plan net income in this plan year2024-06-25498722
Net assets as of the end of the plan year2024-06-251597194
Net assets as of the beginning of the plan year2024-06-251098472
Employer contributions to plan in this plan year2024-06-25172112
Fees paid to broker by Benefit Provider2024-06-256595
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2518668
2022 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-26391
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2674635
Net assets as of the end of the plan year2022-07-26956888
Total assets as of the beginning of the plan year2022-07-26641785
Participant contributions to plan in this plan year2022-07-26148048
Other contributions to plan in this plan year2022-07-26353
Other income to plan in this plan year2022-07-2691939
Plan net income in this plan year2022-07-26314712
Net assets as of the end of the plan year2022-07-26956497
Net assets as of the beginning of the plan year2022-07-26641785
Employer contributions to plan in this plan year2022-07-26149007
Fees paid to broker by Benefit Provider2022-07-264005
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2610741
2008 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total plan assets at end of year2008-12-31$350,001
Total plan assets at beginning of year2008-12-31$350,001
Net plan assets at end of year (total assets less liabilities)2008-12-31$350,001
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$350,001
2007 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$29,531
Total plan assets at end of year2007-12-31$350,001
Total plan assets at beginning of year2007-12-31$320,470
Other income received2007-12-31$29,531
Net income (gross income less expenses)2007-12-31$29,531
Net plan assets at end of year (total assets less liabilities)2007-12-31$350,001
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$320,470
2006 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources2006-12-31$14,083
Total plan assets at end of year2006-12-31$320,470
Total plan assets at beginning of year2006-12-31$306,387
Other income received2006-12-31$14,083
Net income (gross income less expenses)2006-12-31$14,083
Net plan assets at end of year (total assets less liabilities)2006-12-31$320,470
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$306,387
2005 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources2005-12-31$13,053
Total plan assets at end of year2005-12-31$306,387
Total plan assets at beginning of year2005-12-31$293,334
Other income received2005-12-31$13,053
Net income (gross income less expenses)2005-12-31$13,053
Net plan assets at end of year (total assets less liabilities)2005-12-31$306,387
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$293,334

Form 5500 Responses for MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN

2006: MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

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