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JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN
Plan identification number 001

JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

JOHN BERG ENTERPRISES INC has sponsored the creation of one or more 401k plans.

Company Name:JOHN BERG ENTERPRISES INC
Employer identification number (EIN):942179081
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01JOHN BERG
0012014-07-01JOHN BERG
0012013-07-01JOHN BERG
0012012-07-01JOHN BERG
0012011-07-01JOHN BERG
0012010-07-01JOHN BERG
0012009-07-01JOHN BERG

Plan Statistics for JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN

Measure Date Value
2015: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-013
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-013
Total number of active participants reported on line 7a of the Form 55002014-07-013
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-013
Number of participants with account balances2014-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-013
Total number of active participants reported on line 7a of the Form 55002013-07-013
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-013
Number of participants with account balances2013-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-013
Total number of active participants reported on line 7a of the Form 55002012-07-013
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-013
Number of participants with account balances2012-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-013
Total number of active participants reported on line 7a of the Form 55002011-07-013
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-013
Number of participants with account balances2011-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-013
Total number of active participants reported on line 7a of the Form 55002010-07-013
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-013
Number of participants with account balances2010-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-013
Total number of active participants reported on line 7a of the Form 55002009-07-013
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-013
Number of participants with account balances2009-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN

Measure Date Value
2015 : JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-10-31$0
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$3,503
Expenses. Total of all expenses incurred2015-10-31$391,943
Benefits paid (including direct rollovers)2015-10-31$391,003
Total plan assets at end of year2015-10-31$0
Total plan assets at beginning of year2015-10-31$388,440
Value of fidelity bond covering the plan2015-10-31$500,000
Total contributions received or receivable from participants2015-10-31$0
Assets. Value of loans (other than to participants)2015-10-31$0
Expenses. Other expenses not covered elsewhere2015-10-31$940
Contributions received from other sources (not participants or employers)2015-10-31$0
Other income received2015-10-31$2,603
Noncash contributions received2015-10-31$0
Net income (gross income less expenses)2015-10-31$-388,440
Net plan assets at end of year (total assets less liabilities)2015-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$388,440
Total contributions received or receivable from employer(s)2015-10-31$900
Value of certain deemed distributions of participant loans2015-10-31$0
Value of corrective distributions2015-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$0
Funding deficiency by the employer to the plan for this plan year2015-10-31$0
Minimum employer required contribution for this plan year2015-10-31$900
Amount contributed by the employer to the plan for this plan year2015-10-31$900
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$17,885
Expenses. Total of all expenses incurred2015-06-30$28,345
Benefits paid (including direct rollovers)2015-06-30$27,050
Total plan assets at end of year2015-06-30$388,440
Total plan assets at beginning of year2015-06-30$398,900
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$0
Assets. Value of loans (other than to participants)2015-06-30$130,000
Expenses. Other expenses not covered elsewhere2015-06-30$1,295
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$14,285
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$-10,460
Net plan assets at end of year (total assets less liabilities)2015-06-30$388,440
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$398,900
Total contributions received or receivable from employer(s)2015-06-30$3,600
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$3,600
Amount contributed by the employer to the plan for this plan year2015-06-30$3,600
2014 : JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$17,268
Expenses. Total of all expenses incurred2014-06-30$29,915
Benefits paid (including direct rollovers)2014-06-30$29,125
Total plan assets at end of year2014-06-30$398,900
Total plan assets at beginning of year2014-06-30$411,547
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$0
Assets. Value of loans (other than to participants)2014-06-30$140,000
Expenses. Other expenses not covered elsewhere2014-06-30$790
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$13,368
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$-12,647
Net plan assets at end of year (total assets less liabilities)2014-06-30$398,900
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$411,547
Total contributions received or receivable from employer(s)2014-06-30$3,900
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$3,900
Amount contributed by the employer to the plan for this plan year2014-06-30$3,900
2013 : JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$18,688
Expenses. Total of all expenses incurred2013-06-30$52,790
Benefits paid (including direct rollovers)2013-06-30$52,000
Total plan assets at end of year2013-06-30$411,547
Total plan assets at beginning of year2013-06-30$445,649
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$0
Assets. Value of loans (other than to participants)2013-06-30$150,000
Expenses. Other expenses not covered elsewhere2013-06-30$790
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$15,088
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$-34,102
Net plan assets at end of year (total assets less liabilities)2013-06-30$411,547
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$445,649
Total contributions received or receivable from employer(s)2013-06-30$3,600
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$3,600
Amount contributed by the employer to the plan for this plan year2013-06-30$3,600
2012 : JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$19,956
Expenses. Total of all expenses incurred2012-06-30$46,921
Benefits paid (including direct rollovers)2012-06-30$45,813
Total plan assets at end of year2012-06-30$445,649
Total plan assets at beginning of year2012-06-30$472,614
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$0
Assets. Value of loans (other than to participants)2012-06-30$160,000
Expenses. Other expenses not covered elsewhere2012-06-30$1,108
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$16,131
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$-26,965
Net plan assets at end of year (total assets less liabilities)2012-06-30$445,649
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$472,614
Total contributions received or receivable from employer(s)2012-06-30$3,825
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$3,825
Amount contributed by the employer to the plan for this plan year2012-06-30$3,825
2011 : JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$21,813
Expenses. Total of all expenses incurred2011-06-30$24,833
Benefits paid (including direct rollovers)2011-06-30$24,108
Total plan assets at end of year2011-06-30$472,614
Total plan assets at beginning of year2011-06-30$475,634
Value of fidelity bond covering the plan2011-06-30$500,000
Total contributions received or receivable from participants2011-06-30$0
Assets. Value of loans (other than to participants)2011-06-30$174,683
Expenses. Other expenses not covered elsewhere2011-06-30$725
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$17,913
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$-3,020
Net plan assets at end of year (total assets less liabilities)2011-06-30$472,614
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$475,634
Total contributions received or receivable from employer(s)2011-06-30$3,900
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$3,900
Amount contributed by the employer to the plan for this plan year2011-06-30$3,900
2010 : JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$3,425
Amount contributed by the employer to the plan for this plan year2010-06-30$3,425

Form 5500 Responses for JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN

2015: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: JOHN BERG ENTERPRISES INC MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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