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H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 401k Plan overview

Plan NameH. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN
Plan identification number 001

H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

H. A. BERKHEIMER, INC has sponsored the creation of one or more 401k plans.

Company Name:H. A. BERKHEIMER, INC
Employer identification number (EIN):231669661
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. A. BERKHEIMER, INC. PROFIT SHARING /401K 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
0012018-01-01
0012017-01-01LYDIA STRUNK
0012016-01-01LYDIA STRUNK
0012015-01-01LYDIA STRUNK LYDIA STRUNK2016-10-11
0012014-01-01LYDIA STRUNK LYDIA STRUNK2015-10-06
0012013-01-01LYDIA STRUNK LYDIA STRUNK2014-10-09
0012012-01-01LYDIA STRUNK
0012011-01-01LYDIA STRUNK LYDIA STRUNK2012-10-11
0012010-01-01LYDIA STRUNK LYDIA STRUNK2011-10-16
0012009-01-01LYDIA STRUNK

Plan Statistics for H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN

401k plan membership statisitcs for H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN

Measure Date Value
2022: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01516
Total number of active participants reported on line 7a of the Form 55002022-01-01414
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01537
Number of participants with account balances2022-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01506
Total number of active participants reported on line 7a of the Form 55002021-01-01411
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01516
Number of participants with account balances2021-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01517
Total number of active participants reported on line 7a of the Form 55002020-01-01399
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01506
Number of participants with account balances2020-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01515
Total number of active participants reported on line 7a of the Form 55002019-01-01433
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0182
Total of all active and inactive participants2019-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01517
Number of participants with account balances2019-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01526
Total number of active participants reported on line 7a of the Form 55002018-01-01440
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01511
Number of participants with account balances2018-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01528
Total number of active participants reported on line 7a of the Form 55002017-01-01451
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01524
Number of participants with account balances2017-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01486
Total number of active participants reported on line 7a of the Form 55002016-01-01449
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01513
Number of participants with account balances2016-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01500
Total number of active participants reported on line 7a of the Form 55002015-01-01416
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0162
Total of all active and inactive participants2015-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01479
Number of participants with account balances2015-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01500
Total number of active participants reported on line 7a of the Form 55002014-01-01440
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01498
Number of participants with account balances2014-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01399
Total number of active participants reported on line 7a of the Form 55002013-01-01437
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01497
Number of participants with account balances2013-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01413
Total number of active participants reported on line 7a of the Form 55002012-01-01343
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01393
Number of participants with account balances2012-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01415
Total number of active participants reported on line 7a of the Form 55002011-01-01366
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01411
Number of participants with account balances2011-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2010: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01435
Total number of active participants reported on line 7a of the Form 55002010-01-01377
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01415
Number of participants with account balances2010-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01438
Total number of active participants reported on line 7a of the Form 55002009-01-01414
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01453
Number of participants with account balances2009-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN

Measure Date Value
2022 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,530,554
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,602,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,550,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,024,108
Value of total assets at end of year2022-12-31$22,776,764
Value of total assets at beginning of year2022-12-31$25,909,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,917
Total interest from all sources2022-12-31$37,427
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,297,898
Participant contributions at end of year2022-12-31$526,654
Participant contributions at beginning of year2022-12-31$429,356
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$176,210
Other income not declared elsewhere2022-12-31$489
Administrative expenses (other) incurred2022-12-31$51,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,132,574
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,776,764
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,909,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,247,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,665,140
Interest on participant loans2022-12-31$18,779
Interest earned on other investments2022-12-31$18,648
Value of interest in common/collective trusts at end of year2022-12-31$18,055,669
Value of interest in common/collective trusts at beginning of year2022-12-31$20,439,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,947,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,375,615
Net investment gain/loss from pooled separate accounts2022-12-31$-614,518
Net investment gain or loss from common/collective trusts2022-12-31$-2,978,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,550,103
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCKONLY & ASBURY
Accountancy firm EIN2022-12-31231909723
2021 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,624,515
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$956,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$903,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,763,980
Value of total assets at end of year2021-12-31$25,909,338
Value of total assets at beginning of year2021-12-31$22,240,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,395
Total interest from all sources2021-12-31$32,684
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,210,764
Participant contributions at end of year2021-12-31$429,356
Participant contributions at beginning of year2021-12-31$388,632
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,216
Other income not declared elsewhere2021-12-31$344
Administrative expenses (other) incurred2021-12-31$52,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,668,390
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,909,338
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,240,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,665,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,983,288
Interest on participant loans2021-12-31$17,101
Interest earned on other investments2021-12-31$15,583
Value of interest in common/collective trusts at end of year2021-12-31$20,439,227
Value of interest in common/collective trusts at beginning of year2021-12-31$17,808,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,375,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,060,957
Net investment gain/loss from pooled separate accounts2021-12-31$2,827,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$903,730
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCKONLY & ASBURY
Accountancy firm EIN2021-12-31231909723
2020 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,219,416
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$808,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$766,660
Expenses. Certain deemed distributions of participant loans2020-12-31$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,692,038
Value of total assets at end of year2020-12-31$22,240,948
Value of total assets at beginning of year2020-12-31$18,830,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,834
Total interest from all sources2020-12-31$29,905
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,148,288
Participant contributions at end of year2020-12-31$388,632
Participant contributions at beginning of year2020-12-31$337,692
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,750
Other income not declared elsewhere2020-12-31$96
Administrative expenses (other) incurred2020-12-31$41,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,410,918
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,240,948
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,830,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,983,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,679,186
Interest on participant loans2020-12-31$17,752
Interest earned on other investments2020-12-31$12,153
Value of interest in common/collective trusts at end of year2020-12-31$17,808,071
Value of interest in common/collective trusts at beginning of year2020-12-31$15,383,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,060,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$429,653
Net investment gain/loss from pooled separate accounts2020-12-31$568,157
Net investment gain or loss from common/collective trusts2020-12-31$1,929,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$540,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$766,660
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCKONLY & ASBURY
Accountancy firm EIN2020-12-31231909723
2019 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,047,619
Total income from all sources (including contributions)2019-12-31$5,047,619
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,551,124
Total of all expenses incurred2019-12-31$1,551,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,535,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,535,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,676,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,676,265
Value of total assets at end of year2019-12-31$18,830,030
Value of total assets at end of year2019-12-31$18,830,030
Value of total assets at beginning of year2019-12-31$15,333,535
Value of total assets at beginning of year2019-12-31$15,333,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,457
Total interest from all sources2019-12-31$38,361
Total interest from all sources2019-12-31$38,361
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$57,702
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$57,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$57,702
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$57,702
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,064,923
Contributions received from participants2019-12-31$1,064,923
Participant contributions at end of year2019-12-31$337,692
Participant contributions at end of year2019-12-31$337,692
Participant contributions at beginning of year2019-12-31$160,914
Participant contributions at beginning of year2019-12-31$160,914
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$85,357
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$85,357
Administrative expenses (other) incurred2019-12-31$15,457
Administrative expenses (other) incurred2019-12-31$15,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,496,495
Value of net income/loss2019-12-31$3,496,495
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,830,030
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,830,030
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,333,535
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,333,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,679,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,679,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,470,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,470,785
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,138,012
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,138,012
Interest on participant loans2019-12-31$10,200
Interest on participant loans2019-12-31$10,200
Interest earned on other investments2019-12-31$28,161
Interest earned on other investments2019-12-31$28,161
Value of interest in common/collective trusts at end of year2019-12-31$15,383,499
Value of interest in common/collective trusts at end of year2019-12-31$15,383,499
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$429,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$429,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,563,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,563,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,617,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,617,998
Net investment gain/loss from pooled separate accounts2019-12-31$570,564
Net investment gain/loss from pooled separate accounts2019-12-31$570,564
Net investment gain or loss from common/collective trusts2019-12-31$1,086,729
Net investment gain or loss from common/collective trusts2019-12-31$1,086,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$525,985
Contributions received in cash from employer2019-12-31$525,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,535,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,535,667
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCKONLY & ASBURY
Accountancy firm name2019-12-31MCKONLY & ASBURY
Accountancy firm EIN2019-12-31231909723
Accountancy firm EIN2019-12-31231909723
2018 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$510,026
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$831,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$786,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,512,518
Value of total assets at end of year2018-12-31$15,333,535
Value of total assets at beginning of year2018-12-31$15,654,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,843
Total interest from all sources2018-12-31$45,718
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$184,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$184,348
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$989,677
Participant contributions at end of year2018-12-31$160,914
Participant contributions at beginning of year2018-12-31$105,603
Other income not declared elsewhere2018-12-31$36,699
Administrative expenses (other) incurred2018-12-31$44,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-321,089
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,333,535
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,654,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,470,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,898,208
Value of interest in pooled separate accounts at end of year2018-12-31$2,138,012
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,154,122
Interest on participant loans2018-12-31$5,859
Interest earned on other investments2018-12-31$39,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,563,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,496,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,245,440
Net investment gain/loss from pooled separate accounts2018-12-31$-23,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$522,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$786,272
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCKONLY & ASBURY
Accountancy firm EIN2018-12-31231909723
2017 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,781,220
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$798,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$760,820
Expenses. Certain deemed distributions of participant loans2017-12-31$1
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,448,313
Value of total assets at end of year2017-12-31$15,654,624
Value of total assets at beginning of year2017-12-31$12,671,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,571
Total interest from all sources2017-12-31$33,477
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$137,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$137,045
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$940,171
Participant contributions at end of year2017-12-31$105,603
Participant contributions at beginning of year2017-12-31$93,505
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$38,142
Other income not declared elsewhere2017-12-31$31,058
Administrative expenses (other) incurred2017-12-31$37,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,982,828
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,654,624
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,671,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,898,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,658,702
Value of interest in pooled separate accounts at end of year2017-12-31$2,154,122
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,727,881
Interest on participant loans2017-12-31$4,011
Interest earned on other investments2017-12-31$29,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,496,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,191,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,531,800
Net investment gain/loss from pooled separate accounts2017-12-31$599,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$470,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$760,820
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCKONLY & ASBURY
Accountancy firm EIN2017-12-31231909723
2016 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,131,536
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$774,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$742,792
Value of total corrective distributions2016-12-31$129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,460,019
Value of total assets at end of year2016-12-31$12,671,796
Value of total assets at beginning of year2016-12-31$11,314,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,195
Total interest from all sources2016-12-31$29,552
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$112,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$112,177
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$848,118
Participant contributions at end of year2016-12-31$93,505
Participant contributions at beginning of year2016-12-31$104,050
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$166,901
Other income not declared elsewhere2016-12-31$26,924
Administrative expenses (other) incurred2016-12-31$31,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,357,420
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,671,796
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,314,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,658,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,758,620
Value of interest in pooled separate accounts at end of year2016-12-31$1,727,881
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,574,810
Interest on participant loans2016-12-31$4,054
Interest earned on other investments2016-12-31$25,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,191,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,876,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$495,619
Net investment gain/loss from pooled separate accounts2016-12-31$7,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$445,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$742,792
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCKONLY & ASBURY
Accountancy firm EIN2016-12-31231909723
2015 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,119,283
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$610,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$577,141
Value of total corrective distributions2015-12-31$1,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,233,990
Value of total assets at end of year2015-12-31$11,314,376
Value of total assets at beginning of year2015-12-31$10,805,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,372
Total interest from all sources2015-12-31$24,142
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$80,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$80,797
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$751,028
Participant contributions at end of year2015-12-31$104,050
Participant contributions at beginning of year2015-12-31$104,694
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,790
Other income not declared elsewhere2015-12-31$27,477
Administrative expenses (other) incurred2015-12-31$32,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$508,685
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,314,376
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,805,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,758,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,031,381
Value of interest in pooled separate accounts at end of year2015-12-31$1,574,810
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,883,050
Interest on participant loans2015-12-31$4,435
Interest earned on other investments2015-12-31$19,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,876,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,786,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-382,968
Net investment gain/loss from pooled separate accounts2015-12-31$135,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$425,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$577,141
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCKONLY & ASBURY
Accountancy firm EIN2015-12-31231909723
2014 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,606,677
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$688,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$652,725
Value of total corrective distributions2014-12-31$4,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,105,038
Value of total assets at end of year2014-12-31$10,805,691
Value of total assets at beginning of year2014-12-31$9,887,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,546
Total interest from all sources2014-12-31$18,455
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$77,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$77,032
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$669,716
Participant contributions at end of year2014-12-31$104,694
Participant contributions at beginning of year2014-12-31$61,547
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,322
Other income not declared elsewhere2014-12-31$25,260
Administrative expenses (other) incurred2014-12-31$30,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$918,667
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,805,691
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,887,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,031,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,559,517
Value of interest in pooled separate accounts at end of year2014-12-31$2,883,050
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,640,223
Interest on participant loans2014-12-31$3,255
Interest earned on other investments2014-12-31$15,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,786,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,625,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$204,013
Net investment gain/loss from pooled separate accounts2014-12-31$176,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$370,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$652,725
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCKONLY & ASBURY
Accountancy firm EIN2014-12-31231909723
2013 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,351,772
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$736,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$707,328
Value of total corrective distributions2013-12-31$3,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$899,088
Value of total assets at end of year2013-12-31$9,887,024
Value of total assets at beginning of year2013-12-31$8,272,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,276
Total interest from all sources2013-12-31$17,874
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$68,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$68,561
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$567,377
Participant contributions at end of year2013-12-31$61,547
Participant contributions at beginning of year2013-12-31$41,845
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$21,711
Other income not declared elsewhere2013-12-31$21,675
Administrative expenses (other) incurred2013-12-31$26,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,614,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,887,024
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,272,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,559,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,393,795
Value of interest in pooled separate accounts at end of year2013-12-31$2,640,223
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,229,205
Interest on participant loans2013-12-31$2,080
Interest earned on other investments2013-12-31$15,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,625,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,607,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,039,094
Net investment gain/loss from pooled separate accounts2013-12-31$305,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$310,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$707,328
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCKONLY & ASBURY
Accountancy firm EIN2013-12-31231909723
2012 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,699,687
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$708,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$703,617
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$805,727
Value of total assets at end of year2012-12-31$8,272,163
Value of total assets at beginning of year2012-12-31$7,280,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,538
Total interest from all sources2012-12-31$21,927
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$57,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$57,508
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$495,238
Participant contributions at end of year2012-12-31$41,845
Participant contributions at beginning of year2012-12-31$27,941
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$489
Administrative expenses (other) incurred2012-12-31$4,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$991,532
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,272,163
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,280,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,393,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,759,778
Value of interest in pooled separate accounts at end of year2012-12-31$2,229,205
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,973,250
Interest on participant loans2012-12-31$1,475
Interest earned on other investments2012-12-31$20,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,607,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,519,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$586,774
Net investment gain/loss from pooled separate accounts2012-12-31$227,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$310,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$703,617
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCKONLY & ASBURY
Accountancy firm EIN2012-12-31231909723
2011 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$604,730
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,008,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,003,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$864,233
Value of total assets at end of year2011-12-31$7,280,631
Value of total assets at beginning of year2011-12-31$7,684,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,669
Total interest from all sources2011-12-31$26,853
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$44,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$44,528
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$511,972
Participant contributions at end of year2011-12-31$27,941
Participant contributions at beginning of year2011-12-31$11,938
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,261
Administrative expenses (other) incurred2011-12-31$4,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-403,533
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,280,631
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,684,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,759,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,069,509
Value of interest in pooled separate accounts at end of year2011-12-31$1,973,250
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,205,073
Interest on participant loans2011-12-31$753
Interest earned on other investments2011-12-31$26,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,519,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,397,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-340,879
Net investment gain/loss from pooled separate accounts2011-12-31$9,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$345,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,003,594
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCKONLY & ASBURY
Accountancy firm EIN2011-12-31231909723
2010 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,572,576
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$547,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$545,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$845,660
Value of total assets at end of year2010-12-31$7,684,164
Value of total assets at beginning of year2010-12-31$6,659,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,962
Total interest from all sources2010-12-31$1,053
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$89,756
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$89,756
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$506,907
Participant contributions at end of year2010-12-31$11,938
Participant contributions at beginning of year2010-12-31$9,781
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,597
Administrative expenses (other) incurred2010-12-31$1,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,025,086
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,684,164
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,659,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,069,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,039,240
Value of interest in pooled separate accounts at end of year2010-12-31$2,205,073
Interest on participant loans2010-12-31$440
Interest earned on other investments2010-12-31$613
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$610,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,397,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$636,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$320,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$545,528
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD, LLC
Accountancy firm EIN2010-12-31232932984
2009 : H. A. BERKHEIMER, INC. PROFIT SHARING /401K 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 H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN

2022: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: H. A. BERKHEIMER, INC. PROFIT SHARING /401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: H. A. BERKHEIMER, INC. PROFIT SHARING /401K 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 – 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 numberYH4228
Policy instance 1
Insurance contract or identification numberYH4228
Number of Individuals Covered537
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4228
Policy instance 1
Insurance contract or identification numberYH4228
Number of Individuals Covered516
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4228
Policy instance 1
Insurance contract or identification numberYH4228
Number of Individuals Covered506
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number774228
Policy instance 2
Insurance contract or identification number774228
Number of Individuals Covered517
Insurance policy start date2019-07-15
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041688
Policy instance 1
Insurance contract or identification number041688
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041688
Policy instance 1
Insurance contract or identification number041688
Number of Individuals Covered511
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041688
Policy instance 1
Insurance contract or identification number041688
Number of Individuals Covered524
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041688
Policy instance 1
Insurance contract or identification number041688
Number of Individuals Covered479
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041688
Policy instance 1
Insurance contract or identification number041688
Number of Individuals Covered498
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041688
Policy instance 1
Insurance contract or identification number041688
Number of Individuals Covered497
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041688
Policy instance 1
Insurance contract or identification number041688
Number of Individuals Covered393
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,024
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8024
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041688
Policy instance 1
Insurance contract or identification number041688
Number of Individuals Covered411
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $486
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041688
Policy instance 1
Insurance contract or identification number041688
Number of Individuals Covered415
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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