BERGMAN DACEY GOLDSMITH, A PROFESSIONAL LAW CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
| Total of all active and inactive participants | 2022-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 25 |
| Number of participants with account balances | 2022-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
| Total of all active and inactive participants | 2021-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 23 |
| Number of participants with account balances | 2021-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 22 |
| Number of participants with account balances | 2020-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 22 |
| Number of participants with account balances | 2019-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 23 |
| Number of participants with account balances | 2018-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-603,462 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $275,748 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $248,098 |
| Total plan assets at end of year | 2022-12-31 | $4,877,834 |
| Total plan assets at beginning of year | 2022-12-31 | $5,757,044 |
| Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $271,575 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-921,312 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-879,210 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,877,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,757,044 |
| Assets. Value of participant loans | 2022-12-31 | $40,824 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $46,275 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $304 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $27,346 |
| 2021 : BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $912,684 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $53,575 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $26,003 |
| Total plan assets at end of year | 2021-12-31 | $5,757,044 |
| Total plan assets at beginning of year | 2021-12-31 | $4,897,935 |
| Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $235,796 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $11,152 |
| Other income received | 2021-12-31 | $621,783 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $859,109 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,757,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,897,935 |
| Assets. Value of participant loans | 2021-12-31 | $43,373 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $43,953 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $27,572 |
| 2020 : BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $18,134 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $890,081 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $930,255 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $904,558 |
| Total plan assets at end of year | 2020-12-31 | $4,916,044 |
| Total plan assets at beginning of year | 2020-12-31 | $4,938,084 |
| Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $235,538 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $610,598 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-40,174 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,916,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,938,084 |
| Assets. Value of participant loans | 2020-12-31 | $48,817 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $43,945 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $25,697 |
| 2019 : BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,967,237 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $67,833 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $48,972 |
| Total plan assets at end of year | 2019-12-31 | $4,938,084 |
| Total plan assets at beginning of year | 2019-12-31 | $3,038,680 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $268,724 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $949,764 |
| Other income received | 2019-12-31 | $697,164 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,899,404 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,938,084 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,038,680 |
| Assets. Value of participant loans | 2019-12-31 | $59,817 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $51,585 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $18,861 |
| 2018 : BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $102,904 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $196,347 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $191,913 |
| Total plan assets at end of year | 2018-12-31 | $3,038,680 |
| Total plan assets at beginning of year | 2018-12-31 | $3,132,123 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $219,679 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $466 |
| Other income received | 2018-12-31 | $-162,541 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-93,443 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,038,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,132,123 |
| Assets. Value of participant loans | 2018-12-31 | $72,039 |
| 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 | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $45,300 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,434 |
| 2022: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BERGMAN & DACEY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
