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BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN
Plan identification number 002

BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BERGER MONTAGUE, PC has sponsored the creation of one or more 401k plans.

Company Name:BERGER MONTAGUE, PC
Employer identification number (EIN):232015918
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CARMELA GINSBERG MARK WAGNER2018-10-11
0022017-01-012018-10-11
0022016-01-01CARMELA GINSBERG MARK WAGNER2017-10-09
0022015-01-01MARK WAGNER MARK WAGNER2016-10-11
0022014-01-01CARMELA GINSBERG
0022013-01-01CARMELA GINSBERG
0022012-01-01JOHN KERNS
0022011-01-01JOHN KERNS
0022010-01-01JOHN KERNS
0022009-01-01JOHN KERNS
0022008-01-01

Plan Statistics for BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN

Measure Date Value
2023: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01194
Total number of active participants reported on line 7a of the Form 55002023-01-01153
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0172
Total of all active and inactive participants2023-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01229
Number of participants with account balances2023-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01175
Total number of active participants reported on line 7a of the Form 55002022-01-01125
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01194
Number of participants with account balances2022-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01175
Number of participants with account balances2021-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01154
Total number of active participants reported on line 7a of the Form 55002020-01-01111
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01165
Number of participants with account balances2020-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01148
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01154
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01138
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01148
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01138
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01136
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-0198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01128
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-0192
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126
Number of participants with account balances2014-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01135
Number of participants with account balances2013-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01143
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01142
Number of participants with account balances2012-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01143
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01148
Total number of active participants reported on line 7a of the Form 55002010-01-01117
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01142
Number of participants with account balances2010-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01151
Total number of active participants reported on line 7a of the Form 55002009-01-01114
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Number of participants with account balances2009-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$14,959,699
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,366,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,364,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,644,225
Value of total assets at end of year2023-12-31$72,010,497
Value of total assets at beginning of year2023-12-31$63,417,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,575
Total interest from all sources2023-12-31$5,739
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,349,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,349,482
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,691,632
Participant contributions at end of year2023-12-31$101,529
Participant contributions at beginning of year2023-12-31$89,625
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$338,666
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$6,045
Other income not declared elsewhere2023-12-31$606
Administrative expenses (other) incurred2023-12-31$1,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,593,206
Value of net assets at end of year (total assets less liabilities)2023-12-31$72,010,497
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$63,417,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$68,756,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$56,491,211
Interest on participant loans2023-12-31$5,739
Value of interest in common/collective trusts at end of year2023-12-31$1,538,342
Value of interest in common/collective trusts at beginning of year2023-12-31$5,577,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$8,885,834
Net investment gain or loss from common/collective trusts2023-12-31$73,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,613,927
Employer contributions (assets) at end of year2023-12-31$1,613,827
Employer contributions (assets) at beginning of year2023-12-31$1,259,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,358,873
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$57,431
Total income from all sources (including contributions)2022-12-31$-8,833,252
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,483,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,482,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,789,168
Value of total assets at end of year2022-12-31$63,417,291
Value of total assets at beginning of year2022-12-31$74,791,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,260
Total interest from all sources2022-12-31$5,341
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,826,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,826,050
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,519,085
Participant contributions at end of year2022-12-31$89,625
Participant contributions at beginning of year2022-12-31$81,151
Participant contributions at beginning of year2022-12-31$17,177
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$57,431
Administrative expenses (other) incurred2022-12-31$1,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,317,129
Value of net assets at end of year (total assets less liabilities)2022-12-31$63,417,291
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$74,734,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$56,491,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$68,184,229
Interest on participant loans2022-12-31$5,341
Value of interest in common/collective trusts at end of year2022-12-31$5,577,176
Value of interest in common/collective trusts at beginning of year2022-12-31$5,564,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,541,679
Net investment gain or loss from common/collective trusts2022-12-31$87,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,259,279
Employer contributions (assets) at end of year2022-12-31$1,259,279
Employer contributions (assets) at beginning of year2022-12-31$945,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,482,617
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$57,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,440,452
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,016,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,014,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,469,618
Value of total assets at end of year2021-12-31$74,791,851
Value of total assets at beginning of year2021-12-31$69,310,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,596
Total interest from all sources2021-12-31$5,911
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,538,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,538,299
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,161,449
Participant contributions at end of year2021-12-31$81,151
Participant contributions at beginning of year2021-12-31$132,085
Participant contributions at end of year2021-12-31$17,177
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$363,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$57,431
Administrative expenses (other) incurred2021-12-31$1,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,424,128
Value of net assets at end of year (total assets less liabilities)2021-12-31$74,734,420
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$69,310,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$68,184,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$64,565,194
Interest on participant loans2021-12-31$5,911
Value of interest in common/collective trusts at end of year2021-12-31$5,564,174
Value of interest in common/collective trusts at beginning of year2021-12-31$3,241,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,368,628
Net investment gain or loss from common/collective trusts2021-12-31$57,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$945,120
Employer contributions (assets) at end of year2021-12-31$945,120
Employer contributions (assets) at beginning of year2021-12-31$1,371,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,014,728
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,401,613
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,132,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,130,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,047,305
Value of total assets at end of year2020-12-31$69,310,292
Value of total assets at beginning of year2020-12-31$58,041,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,598
Total interest from all sources2020-12-31$11,552
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,426,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,426,994
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,469,986
Participant contributions at end of year2020-12-31$132,085
Participant contributions at beginning of year2020-12-31$228,753
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$216,406
Other income not declared elsewhere2020-12-31$6,045
Administrative expenses (other) incurred2020-12-31$1,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,269,169
Value of net assets at end of year (total assets less liabilities)2020-12-31$69,310,292
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,041,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$64,565,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$53,583,214
Interest on participant loans2020-12-31$11,552
Value of interest in common/collective trusts at end of year2020-12-31$3,241,476
Value of interest in common/collective trusts at beginning of year2020-12-31$2,863,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,843,086
Net investment gain or loss from common/collective trusts2020-12-31$66,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,360,913
Employer contributions (assets) at end of year2020-12-31$1,371,537
Employer contributions (assets) at beginning of year2020-12-31$1,365,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,130,846
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SHARER PETREE BROTZ & SYNDER
Accountancy firm EIN2020-12-31222944613
2019 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,636,846
Total income from all sources (including contributions)2019-12-31$12,636,846
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,554,736
Total of all expenses incurred2019-12-31$1,554,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,553,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,553,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,704,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,704,987
Value of total assets at end of year2019-12-31$58,041,123
Value of total assets at end of year2019-12-31$58,041,123
Value of total assets at beginning of year2019-12-31$46,959,013
Value of total assets at beginning of year2019-12-31$46,959,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$784
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$784
Total interest from all sources2019-12-31$10,221
Total interest from all sources2019-12-31$10,221
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,872,580
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,872,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,872,580
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,872,580
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,338,893
Contributions received from participants2019-12-31$1,338,893
Participant contributions at end of year2019-12-31$228,753
Participant contributions at end of year2019-12-31$228,753
Participant contributions at beginning of year2019-12-31$172,726
Participant contributions at beginning of year2019-12-31$172,726
Administrative expenses (other) incurred2019-12-31$784
Administrative expenses (other) incurred2019-12-31$784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,082,110
Value of net income/loss2019-12-31$11,082,110
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,041,123
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,041,123
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,959,013
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,959,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$53,583,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$53,583,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,091,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,091,598
Interest on participant loans2019-12-31$10,221
Interest on participant loans2019-12-31$10,221
Value of interest in common/collective trusts at end of year2019-12-31$2,863,928
Value of interest in common/collective trusts at end of year2019-12-31$2,863,928
Value of interest in common/collective trusts at beginning of year2019-12-31$2,729,798
Value of interest in common/collective trusts at beginning of year2019-12-31$2,729,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,979,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,979,881
Net investment gain or loss from common/collective trusts2019-12-31$69,177
Net investment gain or loss from common/collective trusts2019-12-31$69,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,366,094
Contributions received in cash from employer2019-12-31$1,366,094
Employer contributions (assets) at end of year2019-12-31$1,365,228
Employer contributions (assets) at end of year2019-12-31$1,365,228
Employer contributions (assets) at beginning of year2019-12-31$1,964,891
Employer contributions (assets) at beginning of year2019-12-31$1,964,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,553,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,553,952
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm name2019-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2019-12-31222944613
Accountancy firm EIN2019-12-31222944613
2018 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,370,711
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$319,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$319,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,350,161
Value of total assets at end of year2018-12-31$46,959,013
Value of total assets at beginning of year2018-12-31$45,907,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$325
Total interest from all sources2018-12-31$10,140
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,808,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,808,039
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,337,324
Participant contributions at end of year2018-12-31$172,726
Participant contributions at beginning of year2018-12-31$206,312
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$47,946
Administrative expenses (other) incurred2018-12-31$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,051,074
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,959,013
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,907,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,091,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,213,067
Interest on participant loans2018-12-31$10,140
Value of interest in common/collective trusts at end of year2018-12-31$2,729,798
Value of interest in common/collective trusts at beginning of year2018-12-31$2,578,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,856,296
Net investment gain or loss from common/collective trusts2018-12-31$58,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,964,891
Employer contributions (assets) at end of year2018-12-31$1,964,891
Employer contributions (assets) at beginning of year2018-12-31$1,910,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$319,312
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2018-12-31222944613
2017 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,996,226
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,032,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,031,778
Value of total corrective distributions2017-12-31$343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,377,035
Value of total assets at end of year2017-12-31$45,907,939
Value of total assets at beginning of year2017-12-31$36,944,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$250
Total interest from all sources2017-12-31$7,789
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,189,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,189,505
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,287,709
Participant contributions at end of year2017-12-31$206,312
Participant contributions at beginning of year2017-12-31$140,996
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$184,368
Administrative expenses (other) incurred2017-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,963,855
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,907,939
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,944,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,213,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,852,081
Interest on participant loans2017-12-31$7,789
Value of interest in common/collective trusts at end of year2017-12-31$2,578,495
Value of interest in common/collective trusts at beginning of year2017-12-31$2,251,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,376,617
Net investment gain or loss from common/collective trusts2017-12-31$45,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,904,958
Employer contributions (assets) at end of year2017-12-31$1,910,065
Employer contributions (assets) at beginning of year2017-12-31$1,699,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,031,778
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2017-12-31222944613
2016 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,618,435
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$770,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$770,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,955,024
Value of total assets at end of year2016-12-31$36,944,088
Value of total assets at beginning of year2016-12-31$32,096,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$300
Total interest from all sources2016-12-31$4,677
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$935,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$935,569
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,200,938
Participant contributions at end of year2016-12-31$141,000
Participant contributions at beginning of year2016-12-31$135,340
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$60,649
Administrative expenses (other) incurred2016-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,847,736
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,944,088
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,096,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,852,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,385,417
Interest on participant loans2016-12-31$4,677
Value of interest in common/collective trusts at end of year2016-12-31$2,251,932
Value of interest in common/collective trusts at beginning of year2016-12-31$1,868,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,684,470
Net investment gain or loss from common/collective trusts2016-12-31$38,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,693,437
Employer contributions (assets) at end of year2016-12-31$1,699,075
Employer contributions (assets) at beginning of year2016-12-31$1,707,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$770,399
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2016-12-31222944613
2015 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,897,872
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,489,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,489,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,791,925
Value of total assets at end of year2015-12-31$32,096,352
Value of total assets at beginning of year2015-12-31$31,688,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$325
Total interest from all sources2015-12-31$9,306
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$796,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$796,496
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,064,036
Participant contributions at end of year2015-12-31$135,340
Participant contributions at beginning of year2015-12-31$288,375
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,604
Administrative expenses (other) incurred2015-12-31$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$408,147
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,096,352
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,688,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,385,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,610,487
Interest on participant loans2015-12-31$9,306
Value of interest in common/collective trusts at end of year2015-12-31$1,868,310
Value of interest in common/collective trusts at beginning of year2015-12-31$10,129,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,049,508
Net investment gain or loss from common/collective trusts2015-12-31$349,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,707,285
Employer contributions (assets) at end of year2015-12-31$1,707,285
Employer contributions (assets) at beginning of year2015-12-31$1,660,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,489,400
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2015-12-31222944613
2014 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,202,037
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,691,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,687,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,674,760
Value of total assets at end of year2014-12-31$31,688,205
Value of total assets at beginning of year2014-12-31$30,177,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,706
Total interest from all sources2014-12-31$9,896
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$847,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$847,257
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,014,475
Participant contributions at end of year2014-12-31$288,375
Participant contributions at beginning of year2014-12-31$209,597
Administrative expenses (other) incurred2014-12-31$3,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,510,827
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,688,205
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,177,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,610,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,882,894
Interest on participant loans2014-12-31$9,896
Value of interest in common/collective trusts at end of year2014-12-31$10,129,058
Value of interest in common/collective trusts at beginning of year2014-12-31$2,077,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,565,080
Net investment gain or loss from common/collective trusts2014-12-31$105,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,660,285
Employer contributions (assets) at end of year2014-12-31$1,660,285
Employer contributions (assets) at beginning of year2014-12-31$7,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,687,504
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2014-12-31222944613
2013 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,079,834
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,745,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,737,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$970,125
Value of total assets at end of year2013-12-31$30,177,378
Value of total assets at beginning of year2013-12-31$25,842,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,094
Total interest from all sources2013-12-31$8,118
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$799,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$799,203
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$961,795
Participant contributions at end of year2013-12-31$209,597
Participant contributions at beginning of year2013-12-31$190,374
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$94,100
Administrative expenses (other) incurred2013-12-31$7,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,334,802
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,177,378
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,842,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,882,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,232,791
Interest on participant loans2013-12-31$8,118
Value of interest in common/collective trusts at end of year2013-12-31$2,077,678
Value of interest in common/collective trusts at beginning of year2013-12-31$2,325,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,377,261
Net investment gain or loss from common/collective trusts2013-12-31$-74,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,330
Employer contributions (assets) at end of year2013-12-31$7,209
Employer contributions (assets) at beginning of year2013-12-31$33
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,737,938
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2013-12-31222944613
2012 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,696,383
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,124,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,116,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,042,595
Value of total assets at end of year2012-12-31$25,842,576
Value of total assets at beginning of year2012-12-31$23,270,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,312
Total interest from all sources2012-12-31$6,491
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$646,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$646,120
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,034,729
Participant contributions at end of year2012-12-31$190,374
Participant contributions at beginning of year2012-12-31$133,804
Participant contributions at end of year2012-12-31$94,100
Participant contributions at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$44
Administrative expenses (other) incurred2012-12-31$7,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,572,147
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,842,576
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,270,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,232,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,122,076
Interest on participant loans2012-12-31$6,491
Value of interest in common/collective trusts at end of year2012-12-31$2,325,278
Value of interest in common/collective trusts at beginning of year2012-12-31$2,431,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,942,890
Net investment gain or loss from common/collective trusts2012-12-31$58,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,866
Employer contributions (assets) at end of year2012-12-31$33
Employer contributions (assets) at beginning of year2012-12-31$1,583,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,116,924
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2012-12-31222944613
2011 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,764,957
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$187,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$180,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,767,476
Value of total assets at end of year2011-12-31$23,270,429
Value of total assets at beginning of year2011-12-31$20,693,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,294
Total interest from all sources2011-12-31$6,773
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$537,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$537,806
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,180,945
Participant contributions at end of year2011-12-31$133,804
Participant contributions at beginning of year2011-12-31$159,206
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,163
Administrative expenses (other) incurred2011-12-31$7,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,576,985
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,270,429
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,693,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,122,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,226,779
Interest on participant loans2011-12-31$6,773
Value of interest in common/collective trusts at end of year2011-12-31$2,431,181
Value of interest in common/collective trusts at beginning of year2011-12-31$2,298,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-632,282
Net investment gain or loss from common/collective trusts2011-12-31$85,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,583,368
Employer contributions (assets) at end of year2011-12-31$1,583,368
Employer contributions (assets) at beginning of year2011-12-31$8,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$180,678
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2011-12-31222944613
2010 : BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,171,386
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$532,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$524,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,152,858
Value of total assets at end of year2010-12-31$20,693,444
Value of total assets at beginning of year2010-12-31$18,054,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,244
Total interest from all sources2010-12-31$6,326
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$352,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$352,604
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,143,397
Participant contributions at end of year2010-12-31$159,206
Participant contributions at beginning of year2010-12-31$89,074
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$458,424
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$569
Other income not declared elsewhere2010-12-31$56
Administrative expenses (other) incurred2010-12-31$7,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,639,344
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,693,444
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,054,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,226,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,461,956
Interest on participant loans2010-12-31$6,326
Value of interest in common/collective trusts at end of year2010-12-31$2,298,567
Value of interest in common/collective trusts at beginning of year2010-12-31$1,745,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,547,816
Net investment gain or loss from common/collective trusts2010-12-31$111,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,892
Employer contributions (assets) at end of year2010-12-31$8,892
Employer contributions (assets) at beginning of year2010-12-31$1,299,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$524,798
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SHARER PETREE BROTZ & SNYDER
Accountancy firm EIN2010-12-31222944613

Form 5500 Responses for BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN

2023: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS 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: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS 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: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS 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: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS 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
2008: BERGER & MONTAGUE, P. C. RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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