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BERGER & COMPANY, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameBERGER & COMPANY, PC PROFIT SHARING PLAN
Plan identification number 001

BERGER & COMPANY, PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

BERGER ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name:BERGER ASSOCIATES, PC
Employer identification number (EIN):061135456
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGER & COMPANY, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2019-04-29
0012017-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2018-02-13
0012016-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2017-03-20
0012015-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2016-10-03
0012014-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2015-09-22
0012013-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2014-08-12
0012012-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2013-07-15
0012011-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2012-09-30
0012010-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2011-10-05
0012009-01-01JAMES F. BERGER, JR. JAMES F. BERGER, JR.2010-10-11

Plan Statistics for BERGER & COMPANY, PC PROFIT SHARING PLAN

401k plan membership statisitcs for BERGER & COMPANY, PC PROFIT SHARING PLAN

Measure Date Value
2022: BERGER & COMPANY, PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
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 participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BERGER & COMPANY, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
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 participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BERGER & COMPANY, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
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 participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BERGER & COMPANY, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
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 participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BERGER & COMPANY, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
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 participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BERGER & COMPANY, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
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 participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BERGER & COMPANY, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
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 participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BERGER & COMPANY, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BERGER & COMPANY, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BERGER & COMPANY, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BERGER & COMPANY, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BERGER & COMPANY, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BERGER & COMPANY, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: BERGER & COMPANY, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on BERGER & COMPANY, PC PROFIT SHARING PLAN

Measure Date Value
2022 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-61,115
Total plan assets at end of year2022-12-31$661,332
Total plan assets at beginning of year2022-12-31$722,447
Other income received2022-12-31$-61,115
Net income (gross income less expenses)2022-12-31$-61,115
Net plan assets at end of year (total assets less liabilities)2022-12-31$661,332
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$722,447
2021 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$176,546
Total plan assets at end of year2021-12-31$722,447
Total plan assets at beginning of year2021-12-31$545,901
Other income received2021-12-31$171,546
Net income (gross income less expenses)2021-12-31$176,546
Net plan assets at end of year (total assets less liabilities)2021-12-31$722,447
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$545,901
Total contributions received or receivable from employer(s)2021-12-31$5,000
2020 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$84,256
Total plan assets at end of year2020-12-31$545,901
Total plan assets at beginning of year2020-12-31$461,645
Other income received2020-12-31$76,756
Net income (gross income less expenses)2020-12-31$84,256
Net plan assets at end of year (total assets less liabilities)2020-12-31$545,901
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$461,645
Total contributions received or receivable from employer(s)2020-12-31$7,500
2019 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$98,145
Total plan assets at end of year2019-12-31$461,645
Total plan assets at beginning of year2019-12-31$363,500
Other income received2019-12-31$90,645
Net income (gross income less expenses)2019-12-31$98,145
Net plan assets at end of year (total assets less liabilities)2019-12-31$461,645
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$363,500
Total contributions received or receivable from employer(s)2019-12-31$7,500
2018 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-27,049
Total plan assets at end of year2018-12-31$363,500
Total plan assets at beginning of year2018-12-31$390,549
Other income received2018-12-31$-32,049
Net income (gross income less expenses)2018-12-31$-27,049
Net plan assets at end of year (total assets less liabilities)2018-12-31$363,500
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$390,549
Total contributions received or receivable from employer(s)2018-12-31$5,000
2017 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$48,651
Total plan assets at end of year2017-12-31$390,549
Total plan assets at beginning of year2017-12-31$341,898
Other income received2017-12-31$38,651
Net income (gross income less expenses)2017-12-31$48,651
Net plan assets at end of year (total assets less liabilities)2017-12-31$390,549
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$341,898
Total contributions received or receivable from employer(s)2017-12-31$10,000
2016 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$45,042
Total plan assets at end of year2016-12-31$341,898
Total plan assets at beginning of year2016-12-31$296,856
Other income received2016-12-31$40,042
Net income (gross income less expenses)2016-12-31$45,042
Net plan assets at end of year (total assets less liabilities)2016-12-31$341,898
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$296,856
Total contributions received or receivable from employer(s)2016-12-31$5,000
2015 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$403
Total plan assets at end of year2015-12-31$296,856
Total plan assets at beginning of year2015-12-31$296,453
Other income received2015-12-31$-4,597
Net income (gross income less expenses)2015-12-31$403
Net plan assets at end of year (total assets less liabilities)2015-12-31$296,856
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$296,453
Total contributions received or receivable from employer(s)2015-12-31$5,000
2014 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$23,736
Total plan assets at end of year2014-12-31$296,453
Total plan assets at beginning of year2014-12-31$272,717
Other income received2014-12-31$16,236
Net income (gross income less expenses)2014-12-31$23,736
Net plan assets at end of year (total assets less liabilities)2014-12-31$296,453
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$272,717
Total contributions received or receivable from employer(s)2014-12-31$7,500
2013 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$57,589
Expenses. Total of all expenses incurred2013-12-31$24
Total plan assets at end of year2013-12-31$272,717
Total plan assets at beginning of year2013-12-31$215,152
Expenses. Other expenses not covered elsewhere2013-12-31$24
Other income received2013-12-31$52,589
Net income (gross income less expenses)2013-12-31$57,565
Net plan assets at end of year (total assets less liabilities)2013-12-31$272,717
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$215,152
Total contributions received or receivable from employer(s)2013-12-31$5,000
2012 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$27,591
Expenses. Total of all expenses incurred2012-12-31$30
Total plan assets at end of year2012-12-31$215,152
Total plan assets at beginning of year2012-12-31$187,591
Expenses. Other expenses not covered elsewhere2012-12-31$30
Other income received2012-12-31$22,591
Net income (gross income less expenses)2012-12-31$27,561
Net plan assets at end of year (total assets less liabilities)2012-12-31$215,152
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$187,591
Total contributions received or receivable from employer(s)2012-12-31$5,000
2011 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,476
Total plan assets at end of year2011-12-31$187,591
Total plan assets at beginning of year2011-12-31$175,115
Other income received2011-12-31$7,476
Net income (gross income less expenses)2011-12-31$12,476
Net plan assets at end of year (total assets less liabilities)2011-12-31$187,591
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$175,115
Total contributions received or receivable from employer(s)2011-12-31$5,000
2010 : BERGER & COMPANY, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$22,536
Total plan assets at end of year2010-12-31$175,115
Total plan assets at beginning of year2010-12-31$152,579
Other income received2010-12-31$17,536
Net income (gross income less expenses)2010-12-31$22,536
Net plan assets at end of year (total assets less liabilities)2010-12-31$175,115
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$152,579
Total contributions received or receivable from employer(s)2010-12-31$5,000

Form 5500 Responses for BERGER & COMPANY, PC PROFIT SHARING PLAN

2022: BERGER & COMPANY, PC PROFIT SHARING PLAN 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: BERGER & COMPANY, PC PROFIT SHARING PLAN 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: BERGER & COMPANY, PC PROFIT SHARING PLAN 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: BERGER & COMPANY, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERGER & COMPANY, PC PROFIT SHARING PLAN 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: BERGER & COMPANY, PC PROFIT SHARING PLAN 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: BERGER & COMPANY, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERGER & COMPANY, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERGER & COMPANY, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERGER & COMPANY, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BERGER & COMPANY, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BERGER & COMPANY, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BERGER & COMPANY, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BERGER & COMPANY, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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