RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 401k Plan overview

RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST Benefits

401k Sponsoring company profile

Company Name:	RICHARD S. BERRY, M.D., P.C.
Employer identification number (EIN):	112547631
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about RICHARD S. BERRY, M.D., P.C.

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1980-09-10
Company Identification Number:	650054
Legal Registered Office Address:	ATT SETH ZACHARY 425 PARK AVE NEW YORK United States of America (USA) 10022

More information about RICHARD S. BERRY, M.D., P.C.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-08-30	RICHARD BERRY	2018-11-12	RICHARD BERRY	2018-11-12
003	2016-08-30	RICHARD BERRY MD	2017-11-06	RICHARD BERRY MD	2017-11-06
003	2015-08-30	RICHARD BERRY	2016-11-11	RICHARD BERRY	2016-11-11
003	2014-08-30	RICHARD BERRY	2015-11-12	RICHARD BERRY	2015-11-12
003	2013-08-30	RICHARD BERRY	2014-12-31	RICHARD BERRY	2014-12-31
003	2012-08-30	RICHARD BERRY	2013-11-12	RICHARD BERRY	2013-11-12
003	2011-08-30	RICHARD S. BERRY MDPC	2012-11-15	RICHARD S. BERRY MDPC	2012-11-15
003	2010-08-30	RICHARD S. BERRY MDPC	2011-11-14	RICHARD S. BERRY MDPC	2011-11-14

Plan Statistics for RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST

Measure	Date	Value
2018: RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 2018 401k membership
Market value of plan assets	2018-08-29	5,446,124
Acturial value of plan assets	2018-08-29	5,446,124
Funding target for retired participants and beneficiaries receiving payment	2018-08-29	17,432
Number of terminated vested participants	2018-08-29	10
Fundng target for terminated vested participants	2018-08-29	48,778
Active participant vested funding target	2018-08-29	4,796,758
Number of active participants	2018-08-29	13
Total funding liabilities for active participants	2018-08-29	4,798,893
Total participant count	2018-08-29	24
Total funding target for all participants	2018-08-29	4,865,103
Balance at beginning of prior year after applicable adjustments	2018-08-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-29	0
Prefunding balanced used to offset prior years funding requirement	2018-08-29	0
Amount remaining of carryover balance	2018-08-29	0
Amount remaining of prefunding balance	2018-08-29	0
Present value of excess contributions	2018-08-29	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-29	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-29	0
Reductions in caryover balances due to elections or deemed elections	2018-08-29	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-29	0
Balance of carryovers at beginning of current year	2018-08-29	0
Balance of prefunding at beginning of current year	2018-08-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-29	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-29	0
Unpaid minimum required contributions for all prior years	2018-08-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-29	0
Remaining amount of unpaid minimum required contributions	2018-08-29	0
Minimum required contributions for current year target normal cost	2018-08-29	0
Net shortfall amortization installment of oustanding balance	2018-08-29	0
Waiver amortization installment	2018-08-29	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-29	0
Carryover balance elected to use to offset funding requirement	2018-08-29	0
Prefunding balance elected to use to offset funding requirement	2018-08-29	0
Additional cash requirement	2018-08-29	0
Contributions allocatedtoward minimum required contributions for current year	2018-08-29	0
Unpaid minimum required contributions for current year	2018-08-29	0
Unpaid minimum required contributions for all years	2018-08-29	0
2017: RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 2017 401k membership
Market value of plan assets	2017-08-29	5,540,435
Acturial value of plan assets	2017-08-29	5,540,435
Funding target for retired participants and beneficiaries receiving payment	2017-08-29	17,590
Number of terminated vested participants	2017-08-29	9
Fundng target for terminated vested participants	2017-08-29	28,928
Active participant vested funding target	2017-08-29	4,694,078
Number of active participants	2017-08-29	14
Total funding liabilities for active participants	2017-08-29	4,700,658
Total participant count	2017-08-29	24
Total funding target for all participants	2017-08-29	4,747,176
Balance at beginning of prior year after applicable adjustments	2017-08-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-29	0
Prefunding balanced used to offset prior years funding requirement	2017-08-29	0
Amount remaining of carryover balance	2017-08-29	0
Amount remaining of prefunding balance	2017-08-29	0
Present value of excess contributions	2017-08-29	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-29	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-29	0
Reductions in caryover balances due to elections or deemed elections	2017-08-29	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-29	0
Balance of carryovers at beginning of current year	2017-08-29	0
Balance of prefunding at beginning of current year	2017-08-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-29	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-29	0
Unpaid minimum required contributions for all prior years	2017-08-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-29	0
Remaining amount of unpaid minimum required contributions	2017-08-29	0
Minimum required contributions for current year target normal cost	2017-08-29	0
Net shortfall amortization installment of oustanding balance	2017-08-29	0
Waiver amortization installment	2017-08-29	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-29	0
Carryover balance elected to use to offset funding requirement	2017-08-29	0
Prefunding balance elected to use to offset funding requirement	2017-08-29	0
Additional cash requirement	2017-08-29	0
Contributions allocatedtoward minimum required contributions for current year	2017-08-29	0
Unpaid minimum required contributions for current year	2017-08-29	0
Unpaid minimum required contributions for all years	2017-08-29	0

Potentially related plans

• RICHARD S. BAUM, DMD PROFIT SHARING PLAN [EIN = 223163214]
• RICHARD S.WILKENFELD, M.D., P.A. PROFIT SHARING PLAN AND TRUST [EIN = 760117084]
• RICHARD S. SEPESY, DDS, LTD. PROFIT-SHARING PLAN [EIN = 251304256]
• RICHARD S. CALONE, INC. A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN [EIN = 680234527]
• RICHARD S. KIRSCHBAUM, D.D.S. RETIREMENT PLAN [EIN = 061008134]
• RICHARD S.E. JOHNS, ATTORNEY AT LAW PROFIT SHARING PLAN [EIN = 942998781]
• RICHARD S. STOCKWELL, DO, LLC PROFIT SHARING PENSION PLAN [EIN = 510558266]
• RICHARD S. ZIMMERMAN, JR. 401(K) SALARY REDUCTION PLAN [EIN = 311187722]
• RICHARD S. FERRO, D.O., P.C. RETIREMENT PLAN [EIN = 383293545]
• RICHARD S. JONES, D.M.D. PROFIT SHARING PLAN [EIN = 232034918]
• RICHARD S. SCHALO, DDS, MS, 401(K) PROFIT SHARING PLAN [EIN = 680365958]
• RICHARD S. MARKS, DMD, PA PROFIT SHARING PLAN [EIN = 570760489]
• RICHARD S. CARSON & ASSOCIATES, INC. 401(K) PLAN [EIN = 521152599]
• RICHARD S. GLOSSER, M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN [EIN = 650212350]
• RICHARD S. MAYO, DDS 401(K) PROFIT SHARING PLAN [EIN = 341739298]
• RICHARD S. SEAMAN DDS, P.C. RETIREMENT PLAN [EIN = 203301163]
• RICHARD S. KOZLOWSKI, D.D.S. 401(K) PLAN [EIN = 043384782]
• RICHARD S. CALABRESE LANDSCAPING, LLC SAFE HARBOR 401(K) PLAN [EIN = 030381668]
• RICHARD S. MOWRY, D.M.D. PROFIT SHARING PLAN [EIN = 330301412]
• RICHARD S. YORK, MD 401(K) PROFIT SHARING PLAN [EIN = 383349688]
• RICHARD S. GIBBON, DMD 401 (K) PLAN [EIN = 820307283]
• RICHARD S. NICHOLS, DDS, MS DEFINED BENEFIT PLAN [EIN = 810339293]
• RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION [EIN = 330301412]
• RICHARD S. SILVERA, D.D.S. DEFINED BENEFIT PENSION PLAN [EIN = 952935158]
• RICHARD S. BURNS & CO., INC. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 232536562]
• RICHARD S. OH, M.D., LLC PROFIT SHARING PLAN [EIN = 990292244]
• RICHARD S. HAINES, P.A. 401K PLAN [EIN = 222377957]
• RICHARD S. SILVERA, D.D.S. RETIREMENT PLAN [EIN = 952935158]
• RICHARD S. CHERLIN, M.D. PROFIT SHARING PLAN [EIN = 942668261]
• RICHARD S. STOCKWELL, DO, LLC DEFINED BENEFIT PENSION PLAN [EIN = 510558266]
• RICHARD S. LEE PROFIT SHARING PLAN [EIN = 800856095]
• RICHARD S. PERRY PROFIT SHARING PLAN [EIN = 611116700]
• RICHARD S. BOYES, D.M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 840886502]
• RICHARD S. MORRISSEY, D.D.S. PENSION PLAN [EIN = 840614006]
• RICHARD S. MILLER AND SONS INC. PENSION PLAN [EIN = 351063160]
• RICHARD S. ALTMAN, D.D.S., P.A. PROFIT SHARING PLA [EIN = 592141259]
• RICHARD S. HOLBA, DDS, LTD. PROFIT SHARING PLAN [EIN = 363141407]
• RICHARD S. MILLER, INC. PROFIT SHARING PLAN [EIN = 231741193]
• RICHARD S. PILLINGER, P.A. 401K RETIREMENT PLAN AND TRUST [EIN = 592515242]
• RICHARD S. ABRAMS, M.D., S.C. PROFIT SHARING AND 401(K) PLAN [EIN = 362714579]
• RICHARD S. BROMBERG, BASIC [EIN = 521581618]
• RICHARD S. COUK DDS RETIREMENT TRUST [EIN = 942629020]
• RICHARD S. STOUT, A PROFESSIONAL CORPORATION RETIREMENT PLAN [EIN = 260642445]
• RICHARD S. ROSSMAN, D.D.S. PROFIT SHARING PLAN [EIN = 042844504]
• RICHARD S. ULRICH DDS P.C. PENSION PLAN & TRUST [EIN = 363037449]
• RICHARD S. OBEDIAN, M.D., PLLC 401(K) PROFIT SHARING PLAN [EIN = 200246444]
• RICHARD S. WITLIN, M.D., P.C. 401 K PROFIT SHARING PLAN [EIN = 223586416]
• RICHARD S. HATFIELD, INC. PROFIT SHARING PLAN [EIN = 952470597]
• RICHARD S. OBEDIAN, MD, PLLC CASH BALANCE PLAN [EIN = 200246444]
• RICHARD S. DAWSON COMPANY PROFIT SHARING PLAN [EIN = 952378807]
• RICHARD S. MCDONALD DDS, PLLC CASH BALANCE PLAN [EIN = 453797917]
• RICHARD S. NICKLAS, DDS PROFIT SHARING PLAN [EIN = 363387069]
• RICHARD S. GROSS DDS PA PROFIT SHARING PLAN & TRUST [EIN = 222274358]
• RICHARD S. NICHOLS, DDS 401(K) PROFIT SHARING PLAN [EIN = 810339293]
• RICHARD S. JENDERSECK, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 680051153]
• RICHARD S. WILLIAMSON, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 510387180]
• RICHARD S. MCDONALD DDS, PLLC 401(K) PLAN [EIN = 453797917]
• RICHARD S. ENG, M.D. 401(K) PLAN [EIN = 770209962]
• RICHARD S. CONSTANTINO, MD, PC PROFIT SHARING PLAN & TRUST [EIN = 161189183]
• RICHARD S. LEIDERMAN, DMD PROFIT SHARING PLAN [EIN = 262916317]
• RICHARD S. MORRISSEY, D.D.S. PROFIT SHARING PLAN [EIN = 840614006]
• RICHARD S. KOLECKI, M.D., P.C. PROFIT SHARING PLAN [EIN = 232932458]
• RICHARD S. GLUCKMAN, M.D., INC. 401(K) PROFIT SHARING PLAN [EIN = 953312537]
• RICHARD S. ROSENTHAL & ROSENTHAL ASSOCIATES, INC. 401(K) PLAN [EIN = 430792424]
• RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN [EIN = 204420293]
• RICHARD S. KRAUSS, DMD RETIREMENT PLAN [EIN = 112524424]
• RICHARD S. NIEMEYER, M.D. MEDICAL CORP. SAFE HARBOR 401(K) PLAN [EIN = 113827719]
• RICHARD S. JACOBS DDS 401K PROFIT SHARING PLAN TRUST [EIN = 510257897]
• RICHARD S. HOROWITZ, M.D. DEFINED BENEFIT PENSION PLAN [EIN = 954486675]
• RICHARD S. HOROWITZ, M.D., PROFIT SHARING RETIREMENT PLAN [EIN = 954486675]
• RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN [EIN = 591759982]
• RICHARD S. MILES, P.S.C. PROFIT SHARING PLAN [EIN = 611012756]
• RICHARD S.A. TINDALL, M.D. PROFIT SHARING PLAN [EIN = 330508257]
• RICHARD S. LEIDERMAN, DMD, PA CASH BALANCE PLAN [EIN = 262916317]
• RICHARD S. BUTLER, DDS, PA PROFIT SHARING PLAN [EIN = 542134071]
• RICHARD S. HARRIS, ATTORNEY-AT-LAW, PC 401(K) PROFIT-SHARING PLAN AND TRUST002 [EIN = 382395930]
• RICHARD S. KRESLOFF, M.D., P.A. 401(K) PLAN [EIN = 222318776]
• RICHARD S. MUCHNICK, M.D. PROFIT SHARING TRUST [EIN = 132843174]
• RICHARD S. LUFTMAN, M.D. 401(K) PLAN AND TRUST [EIN = 042930627]
• RICHARD S. AZIMOV CPA, CFE 401(K) P/S PLAN [EIN = 470850486]
• RICHARD S. GOLDSTEIN, P. C PROFIT SHARING PLAN & TRUST [EIN = 133743502]
• RICHARD S. RHOADS PROFIT SHARING PLAN [EIN = 942335711]
• RICHARD S. FRIEFELD, M.D., P.A. PROFIT SHARING PLAN [EIN = 592116156]
• RICHARD S. PROUSE, D.D.S., INC. RETIREMENT SAVINGS PLAN [EIN = 330894902]
• RICHARD S. MATSON LAW OFFICE, INC. 401 K PROFIT SHARING PLAN [EIN = 202991385]
• RICHARD S. ALLEN, M.D. PROFIT SHARING PLAN [EIN = 061169343]
• RICHARD S. SPECTOR, LTD. PROFIT SHARING PLAN & TRUST [EIN = 363140117]
• RICHARD S. NAIDICH, ESQ. PENSION PLAN [EIN = 113114708]
• RICHARD S. CHEN, DDS, LTD. PROFIT SHARING PLAN [EIN = 371088428]
• RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION [EIN = 232313123]
• RICHARD S. TOBEY, JR., DMD PROFIT SHARING PLAN [EIN = 232313123]
• RICHARD S. WILSON, D.D.S., LTD PROFIT SHARING PLAN [EIN = 541112738]
• RICHARD S. PACE PROFIT SHARING PLAN [EIN = 205105734]
• RICHARD S. BURNS & COMPANY, INC. EMPLOYEE BENEFIT PLAN [EIN = 232536562]
• RICHARD S. YORK, MD 401(K) PROFIT SHARING PLAN [EIN = 383349688]
• RICHARD S. PIPKIN, P.A. PROFIT SHARING PLAN & TRUST [EIN = 592394450]
• RICHARD S. OBEDIAN, M.D., PLLC 401(K) PROFIT SHARING PLAN [EIN = 220246444]
• RICHARD S. OBEDIAN, MD, PLLC CASH BALANCE PLAN [EIN = 220246444]
• RICHARD S. MILLER 401(K) PLAN [EIN = 850939981]
• RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST [EIN = 842618667]
• RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN [EIN = 842618667]
• RICHARD S. POWELL, DDS 401(K) PLAN [EIN = 953264280]
• RICHARD S. YOON, DMD, INC. RETIREMENT PLAN [EIN = 202237325]
• RICHARD S. KALSKI, M.D., P.A. CASH BALANCE PLAN [EIN = 650972591]
• RICHARD S. KALSKI, M.D., P.A. 401(K) PROFIT SHARING PLAN [EIN = 650972591]
• RICHARD S. JOHNSON LTD, A NEVADA PROFESSIONAL 401(K) PLAN [EIN = 452692525]
• RICHARD S. WEISER DDS, INC. 401(K) PLAN [EIN = 341319352]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping