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VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameVAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST
Plan identification number 002

VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

VAN DEN BERG MANAGEMENT I, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SCOTT VAN DEN BERG2023-06-19 SCOTT VAN DEN BERG2023-06-19
0022021-01-01SCOTT VAN DEN BERG2022-10-08 SCOTT VAN DEN BERG2022-10-08
0022020-01-01SCOTT VAN DEN BERG2021-06-30 SCOTT VAN DEN BERG2021-06-30
0022019-01-01SCOTT VAN DEN BERG2020-02-24 SCOTT VAN DEN BERG2020-02-24
0022018-01-01
0022017-01-01
0022016-01-01
0022013-01-01
0022012-01-01ARNOLD VAN DEN BERG

Plan Statistics for VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0123
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0123
Number of participants with account balances2022-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0124
Total number of active participants reported on line 7a of the Form 55002021-01-0124
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0124
Number of participants with account balances2021-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0127
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0127
Number of participants with account balances2020-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0127
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0125
Number of participants with account balances2019-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0127
Total number of active participants reported on line 7a of the Form 55002018-01-0127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0127
Number of participants with account balances2018-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0126
Total number of active participants reported on line 7a of the Form 55002017-01-0127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0127
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0126
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0126
Number of participants with account balances2016-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2013: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0141
Total participants2013-01-0141
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0138
Number of participants with account balances2012-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST

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 year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$438,856
Expenses. Total of all expenses incurred2022-12-31$207,216
Benefits paid (including direct rollovers)2022-12-31$202,871
Total plan assets at end of year2022-12-31$3,381,432
Total plan assets at beginning of year2022-12-31$3,149,792
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$106,702
Expenses. Other expenses not covered elsewhere2022-12-31$4,345
Other income received2022-12-31$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 year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,052,175
Expenses. Total of all expenses incurred2021-12-31$356,274
Benefits paid (including direct rollovers)2021-12-31$355,024
Total plan assets at end of year2021-12-31$3,149,792
Total plan assets at beginning of year2021-12-31$2,453,891
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$134,427
Other income received2021-12-31$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 year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-121,239
Expenses. Total of all expenses incurred2020-12-31$184,694
Benefits paid (including direct rollovers)2020-12-31$184,276
Total plan assets at end of year2020-12-31$2,453,891
Total plan assets at beginning of year2020-12-31$2,759,824
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$196,434
Expenses. Other expenses not covered elsewhere2020-12-31$418
Other income received2020-12-31$-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 plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$463,588
Expenses. Total of all expenses incurred2019-12-31$29,479
Benefits paid (including direct rollovers)2019-12-31$29,239
Total plan assets at end of year2019-12-31$2,759,824
Total plan assets at beginning of year2019-12-31$2,325,715
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$262,687
Expenses. Other expenses not covered elsewhere2019-12-31$240
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$200,901
Noncash contributions received2019-12-31$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 loans2019-12-31$0
Value of corrective distributions2019-12-31$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 securities2019-12-31$0
2018 : VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-290,486
Expenses. Total of all expenses incurred2018-12-31$26,272
Benefits paid (including direct rollovers)2018-12-31$26,054
Total plan assets at end of year2018-12-31$2,325,715
Total plan assets at beginning of year2018-12-31$2,642,473
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$266,557
Other income received2018-12-31$-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 year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$282,241
Expenses. Total of all expenses incurred2017-12-31$24,685
Benefits paid (including direct rollovers)2017-12-31$24,553
Total plan assets at end of year2017-12-31$2,642,473
Total plan assets at beginning of year2017-12-31$2,384,917
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$269,940
Expenses. Other expenses not covered elsewhere2017-12-31$132
Other income received2017-12-31$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 year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$836,823
Expenses. Total of all expenses incurred2016-12-31$221,595
Benefits paid (including direct rollovers)2016-12-31$221,407
Total plan assets at end of year2016-12-31$2,384,917
Total plan assets at beginning of year2016-12-31$1,769,689
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$238,895
Expenses. Other expenses not covered elsewhere2016-12-31$188
Other income received2016-12-31$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 year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$618,985
Expenses. Total of all expenses incurred2013-12-31$134,396
Benefits paid (including direct rollovers)2013-12-31$134,373
Total plan assets at end of year2013-12-31$2,653,495
Total plan assets at beginning of year2013-12-31$2,168,906
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$296,231
Other income received2013-12-31$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 year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$525,505
Expenses. Total of all expenses incurred2012-12-31$36,274
Benefits paid (including direct rollovers)2012-12-31$36,267
Total plan assets at end of year2012-12-31$2,168,906
Total plan assets at beginning of year2012-12-31$1,679,675
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$309,037
Other income received2012-12-31$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

Form 5500 Responses for VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST

2022: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2013: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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