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BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameBERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN
Plan identification number 001

BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. 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).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. has sponsored the creation of one or more 401k plans.

Company Name:BERRY, SAHRADNIK, KOTZAS & BENSON, P.C.
Employer identification number (EIN):221918056
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHEN KOTZAS2024-10-10
0012022-01-01STEPHEN KOTZAS2023-10-06
0012021-01-01STEPHEN KOTZAS2022-10-12
0012020-01-01STEPHEN KOTZAS2021-10-08
0012019-01-01STEPHEN KOTZAS2020-10-13
0012018-01-01STEPHEN KOTZAS2019-10-11
0012017-01-01LYNDA WALIZER2018-06-27 LYNDA WALIZER2018-06-27
0012016-01-01LYNDA WALIZER2017-07-18 LYNDA WALIZER2017-07-18
0012015-01-01LYNDA WALIZER2016-07-22 LYNDA WALIZER2016-07-22
0012014-01-01LYNDA WALIZER2015-07-02 LYNDA WALIZER2015-07-02
0012013-01-01CHARLENE TIGER2014-09-02 CHARLENE TIGER2014-09-02
0012012-01-01JOHN SAHRADNIK2013-11-13 JOHN SAHRADNIK2013-11-13
0012011-01-01CHARLENE TIGER2012-07-18 CHARLENE TIGER2012-07-18
0012009-01-01STEVE KOTZAS STEVE KOTZAS2010-08-04

Financial Data on BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN

Measure Date Value
2025 : BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-09804091
Net assets as of the end of the plan year2025-10-095607194
Total assets as of the beginning of the plan year2025-10-095820651
Value of plan covered by a fidelity bond2025-10-09500000
Participant contributions to plan in this plan year2025-10-09119778
Value of participant loans at end of plan year2025-10-0986087
Other expenses paid from plan in this plan year2025-10-0914648
Other income to plan in this plan year2025-10-09430297
Plan net income in this plan year2025-10-09-213457
Net assets as of the end of the plan year2025-10-095607194
Net assets as of the beginning of the plan year2025-10-095820651
Employer contributions to plan in this plan year2025-10-0940559
2024 : BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1088616
Net assets as of the end of the plan year2024-10-105820651
Total assets as of the beginning of the plan year2024-10-105195316
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-1098076
Value of participant loans at end of plan year2024-10-1042400
Other income to plan in this plan year2024-10-10575620
Plan net income in this plan year2024-10-10625335
Net assets as of the end of the plan year2024-10-105820651
Net assets as of the beginning of the plan year2024-10-105195316
Employer contributions to plan in this plan year2024-10-1040255
2022 : BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-1262325
Net assets as of the end of the plan year2022-10-125750752
Total assets as of the beginning of the plan year2022-10-125301645
Value of plan covered by a fidelity bond2022-10-121000000
Participant contributions to plan in this plan year2022-10-12107297
Value of participant loans at end of plan year2022-10-1293455
Other expenses paid from plan in this plan year2022-10-1214204
Other income to plan in this plan year2022-10-12333891
Plan net income in this plan year2022-10-12449107
Net assets as of the end of the plan year2022-10-125750752
Net assets as of the beginning of the plan year2022-10-125301645
Employer contributions to plan in this plan year2022-10-1270244
2010 : BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$351,039
Expenses. Total of all expenses incurred2010-12-31$4,707
Total plan assets at end of year2010-12-31$2,309,873
Total plan assets at beginning of year2010-12-31$1,963,541
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$119,631
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$147,002
Net income (gross income less expenses)2010-12-31$346,332
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,309,873
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,963,541
Assets. Value of participant loans2010-12-31$9,113
Total contributions received or receivable from employer(s)2010-12-31$84,406
Value of corrective distributions2010-12-31$4,707
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN

2009: BERRY, SAHRADNIK, KOTZAS & BENSON, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN156
Policy instance 1

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