401k Plan data: HOMRICH BERG 401K PROFIT SHARING PLAN plan

HOMRICH BERG 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	HOMRICH BERG 401K PROFIT SHARING PLAN
Plan identification number	001

HOMRICH BERG 401K PROFIT SHARING PLAN 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.
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.
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

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 Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 ANDREW J BERG
001 2015-01-01 ANDREW J BERG
001 2014-01-01 ANDREW J BERG
001 2013-01-01 ANDREW J BERG
001 2012-01-01 ANDREW J BERG
001 2011-01-01 ANDREW J BERG
001 2010-01-01 ANDREW J. BERG 2011-07-26

Plan Statistics for HOMRICH BERG 401K PROFIT SHARING PLAN

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

Measure Date Value
2016: HOMRICH BERG 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 75
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 86
Number of participants with account balances 2016-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: HOMRICH BERG 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 73
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 7
Total of all active and inactive participants 2015-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 80
Number of participants with account balances 2015-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: HOMRICH BERG 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 66
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 7
Total of all active and inactive participants 2014-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 73
Number of participants with account balances 2014-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: HOMRICH BERG 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 58
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 7
Total of all active and inactive participants 2013-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 65
Number of participants with account balances 2013-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: HOMRICH BERG 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 51
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 54
Number of participants with account balances 2012-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: HOMRICH BERG 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 52
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 60
Number of participants with account balances 2011-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3

Measure	Date	Value
2016: HOMRICH BERG 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	75
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	86
Number of participants with account balances	2016-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: HOMRICH BERG 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	73
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	7
Total of all active and inactive participants	2015-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	80
Number of participants with account balances	2015-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: HOMRICH BERG 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	66
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	7
Total of all active and inactive participants	2014-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	73
Number of participants with account balances	2014-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: HOMRICH BERG 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	58
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	7
Total of all active and inactive participants	2013-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	65
Number of participants with account balances	2013-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: HOMRICH BERG 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	51
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	54
Number of participants with account balances	2012-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: HOMRICH BERG 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	52
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	60
Number of participants with account balances	2011-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3

Financial Data on HOMRICH BERG 401K PROFIT SHARING PLAN

Measure	Date	Value
2016 : HOMRICH BERG 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,947,002
Expenses. Total of all expenses incurred	2016-12-31	$175,950
Benefits paid (including direct rollovers)	2016-12-31	$175,605
Total plan assets at end of year	2016-12-31	$13,350,034
Total plan assets at beginning of year	2016-12-31	$11,578,982
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$688,433
Other income received	2016-12-31	$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 : HOMRICH BERG 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,121,024
Expenses. Total of all expenses incurred	2015-12-31	$81,507
Benefits paid (including direct rollovers)	2015-12-31	$81,219
Total plan assets at end of year	2015-12-31	$11,578,982
Total plan assets at beginning of year	2015-12-31	$10,539,465
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$643,138
Contributions received from other sources (not participants or employers)	2015-12-31	$136,358
Other income received	2015-12-31	$-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 : HOMRICH BERG 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,574,333
Expenses. Total of all expenses incurred	2014-12-31	$235,850
Benefits paid (including direct rollovers)	2014-12-31	$235,524
Total plan assets at end of year	2014-12-31	$10,539,465
Total plan assets at beginning of year	2014-12-31	$9,200,982
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$572,632
Contributions received from other sources (not participants or employers)	2014-12-31	$45,062
Other income received	2014-12-31	$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 : HOMRICH BERG 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,138,243
Expenses. Total of all expenses incurred	2013-12-31	$157,315
Benefits paid (including direct rollovers)	2013-12-31	$157,114
Total plan assets at end of year	2013-12-31	$9,200,982
Total plan assets at beginning of year	2013-12-31	$7,220,054
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$480,480
Contributions received from other sources (not participants or employers)	2013-12-31	$167,283
Other income received	2013-12-31	$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 : HOMRICH BERG 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,379,242
Expenses. Total of all expenses incurred	2012-12-31	$242,402
Benefits paid (including direct rollovers)	2012-12-31	$242,202
Total plan assets at end of year	2012-12-31	$7,220,054
Total plan assets at beginning of year	2012-12-31	$6,083,214
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$380,053
Other income received	2012-12-31	$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 : HOMRICH BERG 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$711,636
Expenses. Total of all expenses incurred	2011-12-31	$139,812
Benefits paid (including direct rollovers)	2011-12-31	$139,317
Total plan assets at end of year	2011-12-31	$6,083,214
Total plan assets at beginning of year	2011-12-31	$5,511,390
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$384,968
Contributions received from other sources (not participants or employers)	2011-12-31	$27,215
Other income received	2011-12-31	$-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 for HOMRICH BERG 401K PROFIT SHARING PLAN

2016: HOMRICH BERG 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HOMRICH BERG 401K PROFIT SHARING PLAN 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: HOMRICH BERG 401K PROFIT SHARING PLAN 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: HOMRICH BERG 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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
2012: HOMRICH BERG 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOMRICH BERG 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

HOMRICH BERG 401(K) PROFIT SHARING PLAN [EIN = 872119854]

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

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	ANDREW J BERG
001	2015-01-01	ANDREW J BERG
001	2014-01-01	ANDREW J BERG
001	2013-01-01	ANDREW J BERG
001	2012-01-01	ANDREW J BERG
001	2011-01-01	ANDREW J BERG
001	2010-01-01	ANDREW J. BERG	2011-07-26