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401k Sponsoring company profile

JEFFREY D. BERT, D.D.S., M.D. SC., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY D. BERT, D.D.S., M.D. SC., P.C.
Employer identification number (EIN):061138464
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

The following addresses have been detected on the 401k submissions:

USA Location Address
561 SAYBROOK ROAD
MIDDLETOWN
CT
06457
Date first seen: 2007-01-01
Date last seen: 2025-09-30
USA Mailing Address
561 SAYBROOK ROAD
MIDDLETOWN
CT
06457
Date first seen: 2007-01-01
Date last seen: 2025-09-30

JEFFREY D. BERT, D.D.S., M.D. SC., P.C. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001JEFFREY D. BERT, D. D. S. , M. D. SC. , P. C. PROFIT SHARING PLAN2017-01-01 1991-07-01
002JEFFREY D. BERT, D.D.S., M.D.SC., P.C. PENSION PLAN2015-01-01 2010-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2016-08-16Employer Contributions $ 161,199
2016-08-16Employee Contributions $ 161,199
2016-06-30Employer Contributions $ 100,000
2016-06-30Employee Contributions $ 100,000
2015-12-30Employer Contributions $ 100,000
2015-12-30Employee Contributions $ 100,000
2015-07-10Employer Contributions $ 75,000
2015-07-10Employee Contributions $ 75,000
2015-03-23Employer Contributions $ 75,000
2015-03-23Employee Contributions $ 75,000
2014-12-30Employer Contributions $ 100,000
2014-12-30Employee Contributions $ 100,000
2014-03-14Employer Contributions $ 85,000
2014-03-14Employee Contributions $ 85,000
2014-02-07Employer Contributions $ 50,000
2014-02-07Employee Contributions $ 50,000
2013-08-23Employer Contributions $ 100,000
2013-08-23Employee Contributions $ 100,000
2013-03-15Employer Contributions $ 80,419
2013-03-15Employee Contributions $ 80,419
2012-10-26Employer Contributions $ 50,000
2012-10-26Employee Contributions $ 50,000
2012-09-18Employer Contributions $ 50,000
2012-09-18Employee Contributions $ 50,000
2012-06-01Employer Contributions $ 50,000
2012-06-01Employee Contributions $ 50,000
2012-03-29Employer Contributions $ 70,392
2012-03-29Employee Contributions $ 70,392
2011-12-12Employer Contributions $ 75,000
2011-12-12Employee Contributions $ 75,000
2011-07-05Employer Contributions $ 50,000
2011-07-05Employee Contributions $ 50,000
2011-04-29Employer Contributions $ 50,000
2011-04-29Employee Contributions $ 50,000
2011-03-11Employer Contributions $ 38,406
2011-03-11Employee Contributions $ 38,406
2011-02-18Employer Contributions $ 50,000
2011-02-18Employee Contributions $ 50,000
2011-01-07Employer Contributions $ 50,000
2011-01-07Employee Contributions $ 50,000
2011-01-03Employer Contributions $ 49,000
2011-01-03Employee Contributions $ 49,000
2011-01-02Employer Contributions $ 1,000
2011-01-02Employee Contributions $ 1,000

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