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Plan Name | VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | VAN DEN BERG MANAGEMENT I, INC. |
Employer identification number (EIN): | 953017097 |
NAIC Classification: | 523900 |
Additional information about VAN DEN BERG MANAGEMENT I, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2007-11-05 |
Company Identification Number: | 0800893903 |
Legal Registered Office Address: |
805 LAS CIMAS PKWY STE 305 AUSTIN United States of America (USA) 78746 |
More information about VAN DEN BERG MANAGEMENT I, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | SCOTT VAN DEN BERG | 2023-06-19 | SCOTT VAN DEN BERG | 2023-06-19 |
002 | 2021-01-01 | SCOTT VAN DEN BERG | 2022-10-08 | SCOTT VAN DEN BERG | 2022-10-08 |
002 | 2020-01-01 | SCOTT VAN DEN BERG | 2021-06-30 | SCOTT VAN DEN BERG | 2021-06-30 |
002 | 2019-01-01 | SCOTT VAN DEN BERG | 2020-02-24 | SCOTT VAN DEN BERG | 2020-02-24 |
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | ARNOLD VAN DEN BERG |
Measure | Date | Value |
---|---|---|
2022: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 23 |
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 | 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 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 24 |
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 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 24 |
Number of participants with account balances | 2021-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 27 |
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 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 27 |
Number of participants with account balances | 2020-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 25 |
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 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 25 |
Number of participants with account balances | 2019-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 27 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 27 |
Number of participants with account balances | 2018-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 27 |
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 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 27 |
Number of participants with account balances | 2017-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 26 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 26 |
Number of participants with account balances | 2016-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2013: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 41 |
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 | 41 |
Total participants | 2013-01-01 | 41 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 38 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $438,856 |
Expenses. Total of all expenses incurred | 2022-12-31 | $207,216 |
Benefits paid (including direct rollovers) | 2022-12-31 | $202,871 |
Total plan assets at end of year | 2022-12-31 | $3,381,432 |
Total plan assets at beginning of year | 2022-12-31 | $3,149,792 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $106,702 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $4,345 |
Other income received | 2022-12-31 | $332,154 |
Net income (gross income less expenses) | 2022-12-31 | $231,640 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,381,432 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,149,792 |
2021 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,052,175 |
Expenses. Total of all expenses incurred | 2021-12-31 | $356,274 |
Benefits paid (including direct rollovers) | 2021-12-31 | $355,024 |
Total plan assets at end of year | 2021-12-31 | $3,149,792 |
Total plan assets at beginning of year | 2021-12-31 | $2,453,891 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $134,427 |
Other income received | 2021-12-31 | $917,748 |
Net income (gross income less expenses) | 2021-12-31 | $695,901 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,149,792 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,453,891 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,250 |
2020 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $-121,239 |
Expenses. Total of all expenses incurred | 2020-12-31 | $184,694 |
Benefits paid (including direct rollovers) | 2020-12-31 | $184,276 |
Total plan assets at end of year | 2020-12-31 | $2,453,891 |
Total plan assets at beginning of year | 2020-12-31 | $2,759,824 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $196,434 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $418 |
Other income received | 2020-12-31 | $-317,673 |
Net income (gross income less expenses) | 2020-12-31 | $-305,933 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,453,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,759,824 |
2019 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $463,588 |
Expenses. Total of all expenses incurred | 2019-12-31 | $29,479 |
Benefits paid (including direct rollovers) | 2019-12-31 | $29,239 |
Total plan assets at end of year | 2019-12-31 | $2,759,824 |
Total plan assets at beginning of year | 2019-12-31 | $2,325,715 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $262,687 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $240 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $200,901 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $434,109 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,759,824 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,325,715 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-290,486 |
Expenses. Total of all expenses incurred | 2018-12-31 | $26,272 |
Benefits paid (including direct rollovers) | 2018-12-31 | $26,054 |
Total plan assets at end of year | 2018-12-31 | $2,325,715 |
Total plan assets at beginning of year | 2018-12-31 | $2,642,473 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $266,557 |
Other income received | 2018-12-31 | $-557,043 |
Net income (gross income less expenses) | 2018-12-31 | $-316,758 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,325,715 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,642,473 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $218 |
2017 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $282,241 |
Expenses. Total of all expenses incurred | 2017-12-31 | $24,685 |
Benefits paid (including direct rollovers) | 2017-12-31 | $24,553 |
Total plan assets at end of year | 2017-12-31 | $2,642,473 |
Total plan assets at beginning of year | 2017-12-31 | $2,384,917 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $269,940 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $132 |
Other income received | 2017-12-31 | $12,301 |
Net income (gross income less expenses) | 2017-12-31 | $257,556 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,642,473 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,384,917 |
2016 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $836,823 |
Expenses. Total of all expenses incurred | 2016-12-31 | $221,595 |
Benefits paid (including direct rollovers) | 2016-12-31 | $221,407 |
Total plan assets at end of year | 2016-12-31 | $2,384,917 |
Total plan assets at beginning of year | 2016-12-31 | $1,769,689 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $238,895 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $188 |
Other income received | 2016-12-31 | $597,928 |
Net income (gross income less expenses) | 2016-12-31 | $615,228 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,384,917 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,769,689 |
2013 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $618,985 |
Expenses. Total of all expenses incurred | 2013-12-31 | $134,396 |
Benefits paid (including direct rollovers) | 2013-12-31 | $134,373 |
Total plan assets at end of year | 2013-12-31 | $2,653,495 |
Total plan assets at beginning of year | 2013-12-31 | $2,168,906 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $296,231 |
Other income received | 2013-12-31 | $322,754 |
Net income (gross income less expenses) | 2013-12-31 | $484,589 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,653,495 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,168,906 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $23 |
2012 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $525,505 |
Expenses. Total of all expenses incurred | 2012-12-31 | $36,274 |
Benefits paid (including direct rollovers) | 2012-12-31 | $36,267 |
Total plan assets at end of year | 2012-12-31 | $2,168,906 |
Total plan assets at beginning of year | 2012-12-31 | $1,679,675 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $309,037 |
Other income received | 2012-12-31 | $216,468 |
Net income (gross income less expenses) | 2012-12-31 | $489,231 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,168,906 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,679,675 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7 |
2022: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 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: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 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: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 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: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 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: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 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: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 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 |
2013: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 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: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 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 |