401k Plan data: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP plan

BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 401k Plan overview

Plan Name	BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP
Plan identification number	001

BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BERMAN, SOBIN, GROSS ET AL has sponsored the creation of one or more 401k plans.

Company Name: BERMAN, SOBIN, GROSS ET AL

Employer identification number (EIN): 521718029

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KSTEVENSON6 2024-06-24 KSTEVENSON6 2024-06-24
001 2022-01-01 KRISTI D. STEVENSON 2023-06-15 KRISTI D. STEVENSON 2023-06-15
001 2021-01-01 KRISTI D. STEVENSON 2022-10-04 KRISTI D. STEVENSON 2022-10-04
001 2020-01-01 KRISTI D. STEVENSON 2021-10-14 KRISTI D. STEVENSON 2021-10-14
001 2019-01-01 KRISTI D. STEVENSON 2020-09-30 KRISTI STEVENSON 2020-09-30
001 2018-01-01 KRISTI STEVENSON 2019-10-02
001 2017-01-01 KRISTI D. STEVENSON 2018-10-11 KRISTI D. STEVENSON 2018-10-11
001 2016-01-01 KRISTI D. STEVENSON 2017-10-16 KRISTI D. STEVENSON 2017-10-16
001 2015-01-01 KRISTI D. STEVENSON KRISTI D. STEVENSON 2016-10-16
001 2014-01-01 KRISTI STEVENSON KRISTI STEVENSON 2015-10-14
001 2013-01-01 KRISTI STEVENSON
001 2012-01-01 CLIFFORD SOBIN 2013-09-27
001 2011-01-01 CLIFFORD SOBIN 2012-10-10
001 2010-01-01 CLIFFORD SOBIN 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KSTEVENSON6	2024-06-24	KSTEVENSON6	2024-06-24
001	2022-01-01	KRISTI D. STEVENSON	2023-06-15	KRISTI D. STEVENSON	2023-06-15
001	2021-01-01	KRISTI D. STEVENSON	2022-10-04	KRISTI D. STEVENSON	2022-10-04
001	2020-01-01	KRISTI D. STEVENSON	2021-10-14	KRISTI D. STEVENSON	2021-10-14
001	2019-01-01	KRISTI D. STEVENSON	2020-09-30	KRISTI STEVENSON	2020-09-30
001	2018-01-01	KRISTI STEVENSON	2019-10-02
001	2017-01-01	KRISTI D. STEVENSON	2018-10-11	KRISTI D. STEVENSON	2018-10-11
001	2016-01-01	KRISTI D. STEVENSON	2017-10-16	KRISTI D. STEVENSON	2017-10-16
001	2015-01-01	KRISTI D. STEVENSON		KRISTI D. STEVENSON	2016-10-16
001	2014-01-01	KRISTI STEVENSON		KRISTI STEVENSON	2015-10-14
001	2013-01-01	KRISTI STEVENSON
001	2012-01-01	CLIFFORD SOBIN	2013-09-27
001	2011-01-01	CLIFFORD SOBIN	2012-10-10
001	2010-01-01	CLIFFORD SOBIN	2011-10-13

Plan Statistics for BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP

401k plan membership statisitcs for BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP

Measure Date Value
2025: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2025 401k membership
Total number of particpants at beginning of year 2025-09-25 54
Total number of particpants at end of year 2025-09-25 66
Number of Participants With Account Balances 2025-09-25 62
2024: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2024 401k membership
Total number of particpants at beginning of year 2024-06-24 59
Total number of particpants at end of year 2024-06-24 54
Number of Participants With Account Balances 2024-06-24 51
2022: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2022 401k membership
Total number of particpants at beginning of year 2022-10-04 56
Total number of particpants at end of year 2022-10-04 53
Number of Participants With Account Balances 2022-10-04 53
2015: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 51
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 54
Number of participants with account balances 2015-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 46
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 40
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 44
Number of participants with account balances 2013-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2025: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2025 401k membership
Total number of particpants at beginning of year	2025-09-25	54
Total number of particpants at end of year	2025-09-25	66
Number of Participants With Account Balances	2025-09-25	62
2024: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2024 401k membership
Total number of particpants at beginning of year	2024-06-24	59
Total number of particpants at end of year	2024-06-24	54
Number of Participants With Account Balances	2024-06-24	51
2022: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2022 401k membership
Total number of particpants at beginning of year	2022-10-04	56
Total number of particpants at end of year	2022-10-04	53
Number of Participants With Account Balances	2022-10-04	53
2015: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	51
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	54
Number of participants with account balances	2015-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	46
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	40
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	44
Number of participants with account balances	2013-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP

Measure	Date	Value
2025 : BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-09-25	0
Total expenses incurred by plan in this plan year	2025-09-25	39069
Net assets as of the end of the plan year	2025-09-25	4394544
Total assets as of the beginning of the plan year	2025-09-25	3450299
Value of plan covered by a fidelity bond	2025-09-25	500000
Participant contributions to plan in this plan year	2025-09-25	325267
Value of participant loans at end of plan year	2025-09-25	51264
Other income to plan in this plan year	2025-09-25	387236
Plan net income in this plan year	2025-09-25	944245
Net assets as of the end of the plan year	2025-09-25	4394544
Net assets as of the beginning of the plan year	2025-09-25	3450299
Value of employer contributions paid	2025-09-25	0
Employer contributions to plan in this plan year	2025-09-25	270811
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-25	2700
2024 : BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-06-24	0
Total expenses incurred by plan in this plan year	2024-06-24	27767
Net assets as of the end of the plan year	2024-06-24	3450299
Total assets as of the beginning of the plan year	2024-06-24	2587929
Value of plan covered by a fidelity bond	2024-06-24	500000
Participant contributions to plan in this plan year	2024-06-24	191473
Value of participant loans at end of plan year	2024-06-24	19665
Other contributions to plan in this plan year	2024-06-24	42228
Other income to plan in this plan year	2024-06-24	454808
Plan net income in this plan year	2024-06-24	862370
Net assets as of the end of the plan year	2024-06-24	3450299
Net assets as of the beginning of the plan year	2024-06-24	2587929
Value of employer contributions paid	2024-06-24	0
Employer contributions to plan in this plan year	2024-06-24	201628
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-24	2386
2022 : BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-04	323356
Net assets as of the end of the plan year	2022-10-04	4187742
Total assets as of the beginning of the plan year	2022-10-04	3633628
Value of plan covered by a fidelity bond	2022-10-04	500000
Participant contributions to plan in this plan year	2022-10-04	221121
Value of participant loans at end of plan year	2022-10-04	22082
Other expenses paid from plan in this plan year	2022-10-04	0
Other contributions to plan in this plan year	2022-10-04	13986
Other income to plan in this plan year	2022-10-04	434088
Plan net income in this plan year	2022-10-04	554114
Net assets as of the end of the plan year	2022-10-04	4187742
Net assets as of the beginning of the plan year	2022-10-04	3633628
Value of employer contributions paid	2022-10-04	0
Employer contributions to plan in this plan year	2022-10-04	208275
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-04	1858
2015 : BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2015 401k financial data
Total income from all sources	2015-12-31	$289,201
Expenses. Total of all expenses incurred	2015-12-31	$108,266
Benefits paid (including direct rollovers)	2015-12-31	$104,954
Total plan assets at end of year	2015-12-31	$4,721,774
Total plan assets at beginning of year	2015-12-31	$4,540,839
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$171,454
Expenses. Other expenses not covered elsewhere	2015-12-31	$3,242
Other income received	2015-12-31	$-75,502
Net income (gross income less expenses)	2015-12-31	$180,935
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,721,774
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,540,839
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$2,036
Total contributions received or receivable from employer(s)	2015-12-31	$193,249
Value of corrective distributions	2015-12-31	$70
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2014 401k financial data
Total income from all sources	2014-12-31	$558,561
Expenses. Total of all expenses incurred	2014-12-31	$630,801
Benefits paid (including direct rollovers)	2014-12-31	$623,350
Total plan assets at end of year	2014-12-31	$4,540,839
Total plan assets at beginning of year	2014-12-31	$4,613,079
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$139,348
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$234,711
Net income (gross income less expenses)	2014-12-31	$-72,240
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,540,839
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,613,079
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$184,502
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$4,295
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,156
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2013 401k financial data
Total income from all sources	2013-12-31	$674,862
Expenses. Total of all expenses incurred	2013-12-31	$97,495
Benefits paid (including direct rollovers)	2013-12-31	$97,495
Total plan assets at end of year	2013-12-31	$4,411,590
Total plan assets at beginning of year	2013-12-31	$3,834,223
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$142,779
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$532,083
Net income (gross income less expenses)	2013-12-31	$577,367
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,411,590
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,834,223
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0

Form 5500 Responses for BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP

2015: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BERMAN, SOBIN, GROSS FELDMAN & DARBY LLP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BERMAN, SOBIN, GROSS ET AL
Employer identification number (EIN):	521718029
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers