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HOMRICH BERG 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameHOMRICH BERG 401K PROFIT SHARING PLAN
Plan identification number 001

HOMRICH BERG 401K PROFIT SHARING PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    HOMRICH BERG has sponsored the creation of one or more 401k plans.

    Company Name:HOMRICH BERG
    Employer identification number (EIN):581862413
    NAIC Classification:523900

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan HOMRICH BERG 401K PROFIT SHARING PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0012020-01-01
    0012019-01-01
    0012018-01-01
    0012017-01-01
    0012016-01-01ANDREW J BERG
    0012015-01-01ANDREW J BERG
    0012014-01-01ANDREW J BERG
    0012013-01-01ANDREW J BERG
    0012012-01-01ANDREW J BERG
    0012011-01-01ANDREW J BERG
    0012010-01-01ANDREW J. BERG2011-07-26

    Plan Statistics for HOMRICH BERG 401K PROFIT SHARING PLAN

    401k plan membership statisitcs for HOMRICH BERG 401K PROFIT SHARING PLAN

    Measure Date Value
    2016
    Total participants, beginning-of-year2016-01-0187
    Total number of active participants reported on line 7a of the Form 55002016-01-0175
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-0111
    Total of all active and inactive participants2016-01-0186
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
    Total participants2016-01-0186
    Number of participants with account balances2016-01-0186
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
    2015
    Total participants, beginning-of-year2015-01-0178
    Total number of active participants reported on line 7a of the Form 55002015-01-0173
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-017
    Total of all active and inactive participants2015-01-0180
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
    Total participants2015-01-0180
    Number of participants with account balances2015-01-0180
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
    2014
    Total participants, beginning-of-year2014-01-0172
    Total number of active participants reported on line 7a of the Form 55002014-01-0166
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-017
    Total of all active and inactive participants2014-01-0173
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
    Total participants2014-01-0173
    Number of participants with account balances2014-01-0173
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
    2013
    Total participants, beginning-of-year2013-01-0158
    Total number of active participants reported on line 7a of the Form 55002013-01-0158
    Number of retired or separated participants receiving benefits2013-01-010
    Number of other retired or separated participants entitled to future benefits2013-01-017
    Total of all active and inactive participants2013-01-0165
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
    Total participants2013-01-0165
    Number of participants with account balances2013-01-0165
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
    2012
    Total participants, beginning-of-year2012-01-0161
    Total number of active participants reported on line 7a of the Form 55002012-01-0151
    Number of retired or separated participants receiving benefits2012-01-010
    Number of other retired or separated participants entitled to future benefits2012-01-013
    Total of all active and inactive participants2012-01-0154
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
    Total participants2012-01-0154
    Number of participants with account balances2012-01-0154
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
    2011
    Total participants, beginning-of-year2011-01-0157
    Total number of active participants reported on line 7a of the Form 55002011-01-0152
    Number of retired or separated participants receiving benefits2011-01-010
    Number of other retired or separated participants entitled to future benefits2011-01-018
    Total of all active and inactive participants2011-01-0160
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
    Total participants2011-01-0160
    Number of participants with account balances2011-01-0160
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013

    Financial Data on HOMRICH BERG 401K PROFIT SHARING PLAN

    Measure Date Value
    2016
    Total income from all sources2016-12-31$1,947,002
    Expenses. Total of all expenses incurred2016-12-31$175,950
    Benefits paid (including direct rollovers)2016-12-31$175,605
    Total plan assets at end of year2016-12-31$13,350,034
    Total plan assets at beginning of year2016-12-31$11,578,982
    Value of fidelity bond covering the plan2016-12-31$500,000
    Total contributions received or receivable from participants2016-12-31$688,433
    Other income received2016-12-31$697,624
    Net income (gross income less expenses)2016-12-31$1,771,052
    Net plan assets at end of year (total assets less liabilities)2016-12-31$13,350,034
    Net plan assets at beginning of year (total assets less liabilities)2016-12-31$11,578,982
    Assets. Value of real-estate (other than employer real property)2016-12-31$0
    Total contributions received or receivable from employer(s)2016-12-31$560,945
    Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$345
    2015
    Total income from all sources2015-12-31$1,121,024
    Expenses. Total of all expenses incurred2015-12-31$81,507
    Benefits paid (including direct rollovers)2015-12-31$81,219
    Total plan assets at end of year2015-12-31$11,578,982
    Total plan assets at beginning of year2015-12-31$10,539,465
    Value of fidelity bond covering the plan2015-12-31$500,000
    Total contributions received or receivable from participants2015-12-31$643,138
    Contributions received from other sources (not participants or employers)2015-12-31$136,358
    Other income received2015-12-31$-176,899
    Net income (gross income less expenses)2015-12-31$1,039,517
    Net plan assets at end of year (total assets less liabilities)2015-12-31$11,578,982
    Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,539,465
    Assets. Value of real-estate (other than employer real property)2015-12-31$62,278
    Total contributions received or receivable from employer(s)2015-12-31$518,427
    Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$288
    2014
    Total income from all sources2014-12-31$1,574,333
    Expenses. Total of all expenses incurred2014-12-31$235,850
    Benefits paid (including direct rollovers)2014-12-31$235,524
    Total plan assets at end of year2014-12-31$10,539,465
    Total plan assets at beginning of year2014-12-31$9,200,982
    Value of fidelity bond covering the plan2014-12-31$500,000
    Total contributions received or receivable from participants2014-12-31$572,632
    Contributions received from other sources (not participants or employers)2014-12-31$45,062
    Other income received2014-12-31$472,409
    Net income (gross income less expenses)2014-12-31$1,338,483
    Net plan assets at end of year (total assets less liabilities)2014-12-31$10,539,465
    Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,200,982
    Assets. Value of real-estate (other than employer real property)2014-12-31$6,000
    Total contributions received or receivable from employer(s)2014-12-31$484,230
    Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$326
    2013
    Total income from all sources2013-12-31$2,138,243
    Expenses. Total of all expenses incurred2013-12-31$157,315
    Benefits paid (including direct rollovers)2013-12-31$157,114
    Total plan assets at end of year2013-12-31$9,200,982
    Total plan assets at beginning of year2013-12-31$7,220,054
    Value of fidelity bond covering the plan2013-12-31$500,000
    Total contributions received or receivable from participants2013-12-31$480,480
    Contributions received from other sources (not participants or employers)2013-12-31$167,283
    Other income received2013-12-31$1,066,924
    Net income (gross income less expenses)2013-12-31$1,980,928
    Net plan assets at end of year (total assets less liabilities)2013-12-31$9,200,982
    Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,220,054
    Assets. Value of real-estate (other than employer real property)2013-12-31$6,000
    Total contributions received or receivable from employer(s)2013-12-31$423,556
    Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$201
    2012
    Total income from all sources2012-12-31$1,379,242
    Expenses. Total of all expenses incurred2012-12-31$242,402
    Benefits paid (including direct rollovers)2012-12-31$242,202
    Total plan assets at end of year2012-12-31$7,220,054
    Total plan assets at beginning of year2012-12-31$6,083,214
    Value of fidelity bond covering the plan2012-12-31$500,000
    Total contributions received or receivable from participants2012-12-31$380,053
    Other income received2012-12-31$641,307
    Net income (gross income less expenses)2012-12-31$1,136,840
    Net plan assets at end of year (total assets less liabilities)2012-12-31$7,220,054
    Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,083,214
    Assets. Value of real-estate (other than employer real property)2012-12-31$6,000
    Total contributions received or receivable from employer(s)2012-12-31$357,882
    Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$200
    2011
    Total income from all sources2011-12-31$711,636
    Expenses. Total of all expenses incurred2011-12-31$139,812
    Benefits paid (including direct rollovers)2011-12-31$139,317
    Total plan assets at end of year2011-12-31$6,083,214
    Total plan assets at beginning of year2011-12-31$5,511,390
    Value of fidelity bond covering the plan2011-12-31$500,000
    Total contributions received or receivable from participants2011-12-31$384,968
    Contributions received from other sources (not participants or employers)2011-12-31$27,215
    Other income received2011-12-31$-51,810
    Net income (gross income less expenses)2011-12-31$571,824
    Net plan assets at end of year (total assets less liabilities)2011-12-31$6,083,214
    Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,511,390
    Assets. Value of real-estate (other than employer real property)2011-12-31$6,000
    Total contributions received or receivable from employer(s)2011-12-31$351,263
    Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$495

    Form 5500 Responses

    2016
    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 – TrustYes
    2016-01-01Plan benefit arrangement - TrustYes
    2015
    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 – TrustYes
    2015-01-01Plan benefit arrangement - TrustYes
    2014
    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 – TrustYes
    2014-01-01Plan benefit arrangement - TrustYes
    2013
    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 – TrustYes
    2013-01-01Plan benefit arrangement - TrustYes
    2012
    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 – TrustYes
    2012-01-01Plan benefit arrangement - TrustYes
    2011
    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 – TrustYes
    2011-01-01Plan benefit arrangement - TrustYes

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