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DAVID BERG FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan NameDAVID BERG FOUNDATION RETIREMENT PLAN
Plan identification number 001

DAVID BERG FOUNDATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

DAVID BERG FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:DAVID BERG FOUNDATION
Employer identification number (EIN):133753217
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID BERG FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELE TOCCI2024-07-15
0012022-01-01MICHELE TOCCI2023-07-11
0012021-01-01MICHELE TOCCI2022-07-26
0012020-01-01MICHELE TOCCI2021-09-24
0012019-01-01MICHELE TOCCI2020-09-08
0012018-01-01MICHELE TOCCI2019-10-02
0012017-01-01MICHELE TOCCI2018-02-15
0012017-01-01MICHELE TOCCI2018-09-18
0012016-01-01MICHELE TOCCI2017-07-19
0012015-01-01MICHELE TOCCI2016-08-23
0012014-01-01MICHELE TOCCI2015-06-18
0012013-01-01MICHELE TOCCI2014-09-04
0012012-01-01MICHELE TOCCI
0012011-01-01MICHELE TOCCI
0012010-01-01MICHELE TOCCI
0012009-01-01MICHELE TOCCI

Plan Statistics for DAVID BERG FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for DAVID BERG FOUNDATION RETIREMENT PLAN

Measure Date Value
2012: DAVID BERG FOUNDATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID BERG FOUNDATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVID BERG FOUNDATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAVID BERG FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID BERG FOUNDATION RETIREMENT PLAN

Measure Date Value
2012 : DAVID BERG FOUNDATION RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$113,355
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$684,529
Total plan assets at beginning of year2012-12-31$571,174
Total contributions received or receivable from participants2012-12-31$28,950
Other income received2012-12-31$41,756
Net income (gross income less expenses)2012-12-31$113,355
Net plan assets at end of year (total assets less liabilities)2012-12-31$684,529
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$571,174
Total contributions received or receivable from employer(s)2012-12-31$42,649
2011 : DAVID BERG FOUNDATION RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$2,213
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$571,174
Total plan assets at beginning of year2011-12-31$568,961
Total contributions received or receivable from participants2011-12-31$27,200
Other income received2011-12-31$-60,290
Net income (gross income less expenses)2011-12-31$2,213
Net plan assets at end of year (total assets less liabilities)2011-12-31$571,174
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$568,961
Total contributions received or receivable from employer(s)2011-12-31$35,303
2010 : DAVID BERG FOUNDATION RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$77,499
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$568,961
Total plan assets at beginning of year2010-12-31$491,462
Total contributions received or receivable from participants2010-12-31$27,200
Other income received2010-12-31$15,946
Net income (gross income less expenses)2010-12-31$77,499
Net plan assets at end of year (total assets less liabilities)2010-12-31$568,961
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$491,462
Total contributions received or receivable from employer(s)2010-12-31$34,353
2009 : DAVID BERG FOUNDATION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DAVID BERG FOUNDATION RETIREMENT PLAN

2012: DAVID BERG FOUNDATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID BERG FOUNDATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID BERG FOUNDATION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID BERG FOUNDATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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