ROBERT I BERGER CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT BERGER CPA PROFIT SHARING AND TRUST
| Measure | Date | Value |
|---|
| 2013: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 0 |
| Number of participants with account balances | 2013-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 1 |
| Number of participants with account balances | 2012-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| Number of participants with account balances | 2011-01-01 | 1 |
| 2010: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 1 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2013 : ROBERT BERGER CPA PROFIT SHARING AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $4,433 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $61,282 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $60,310 |
| Total plan assets at end of year | 2013-12-31 | $0 |
| Total plan assets at beginning of year | 2013-12-31 | $56,849 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $972 |
| Other income received | 2013-12-31 | $3,461 |
| Net income (gross income less expenses) | 2013-12-31 | $-56,849 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $56,849 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $972 |
| 2012 : ROBERT BERGER CPA PROFIT SHARING AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $5,153 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,296 |
| Total plan assets at end of year | 2012-12-31 | $56,849 |
| Total plan assets at beginning of year | 2012-12-31 | $52,992 |
| Total contributions received or receivable from participants | 2012-12-31 | $1,296 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,296 |
| Other income received | 2012-12-31 | $3,857 |
| Net income (gross income less expenses) | 2012-12-31 | $3,857 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $56,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $52,992 |
| 2011 : ROBERT BERGER CPA PROFIT SHARING AND TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $-259 |
| Total income from all sources | 2011-12-31 | $5,039 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,296 |
| Total plan assets at end of year | 2011-12-31 | $52,992 |
| Total plan assets at beginning of year | 2011-12-31 | $49,508 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,296 |
| Other income received | 2011-12-31 | $3,743 |
| Net income (gross income less expenses) | 2011-12-31 | $3,743 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $52,992 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $49,508 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $1,296 |
| 2010 : ROBERT BERGER CPA PROFIT SHARING AND TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $-512,102 |
| Total income from all sources | 2010-12-31 | $26,207 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,411 |
| Total plan assets at end of year | 2010-12-31 | $49,508 |
| Total plan assets at beginning of year | 2010-12-31 | $536,814 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,296 |
| Other income received | 2010-12-31 | $24,911 |
| Net income (gross income less expenses) | 2010-12-31 | $24,796 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $49,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $536,814 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,296 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $115 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $512,102 |
| 2013: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | This submission is the final filing | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT BERGER CPA PROFIT SHARING AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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