401k Plan data: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST plan

EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST
Plan identification number	001

EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

EDWARD D. BERG, D.O., P.C. has sponsored the creation of one or more 401k plans.

Company Name: EDWARD D. BERG, D.O., P.C.

Employer identification number (EIN): 382047418

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-07-01 EDWARD D. BERG EDWARD D. BERG 2016-06-14
001 2014-07-01 EDWARD D. BERG EDWARD D. BERG 2015-12-22
001 2013-07-01 EDWARD BERG EDWARD BERG 2014-09-08
001 2012-07-01 EDWARD BERG EDWARD BERG 2013-10-24
001 2011-07-01 EDWARD BERG EDWARD BERG 2013-01-13
001 2009-07-01 EDWARD BERG EDWARD BERG 2011-03-01
001 2009-07-01 EDWARD BERG EDWARD BERG 2011-03-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-07-01	EDWARD D. BERG	EDWARD D. BERG	2016-06-14
001	2014-07-01	EDWARD D. BERG	EDWARD D. BERG	2015-12-22
001	2013-07-01	EDWARD BERG	EDWARD BERG	2014-09-08
001	2012-07-01	EDWARD BERG	EDWARD BERG	2013-10-24
001	2011-07-01	EDWARD BERG	EDWARD BERG	2013-01-13
001	2009-07-01	EDWARD BERG	EDWARD BERG	2011-03-01
001	2009-07-01	EDWARD BERG	EDWARD BERG	2011-03-01

Plan Statistics for EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 0
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 3
Total of all active and inactive participants 2013-07-01 4
Total participants 2013-07-01 4
Number of participants with account balances 2013-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 6
Total participants 2012-07-01 6
Number of participants with account balances 2012-07-01 6
2011: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 6
Total of all active and inactive participants 2011-07-01 6
Total participants 2011-07-01 6
Number of participants with account balances 2011-07-01 6
2009: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 6
Total of all active and inactive participants 2009-07-01 6
Total participants 2009-07-01 6
Number of participants with account balances 2009-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2015: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	0
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	3
Total of all active and inactive participants	2013-07-01	4
Total participants	2013-07-01	4
Number of participants with account balances	2013-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	6
Total participants	2012-07-01	6
Number of participants with account balances	2012-07-01	6
2011: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	6
Total of all active and inactive participants	2011-07-01	6
Total participants	2011-07-01	6
Number of participants with account balances	2011-07-01	6
2009: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	6
Total of all active and inactive participants	2009-07-01	6
Total participants	2009-07-01	6
Number of participants with account balances	2009-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-04-30	$86,985
Expenses. Total of all expenses incurred	2016-04-30	$1,606,255
Benefits paid (including direct rollovers)	2016-04-30	$1,606,255
Total plan assets at end of year	2016-04-30	$0
Total plan assets at beginning of year	2016-04-30	$1,519,270
Value of fidelity bond covering the plan	2016-04-30	$200,000
Other income received	2016-04-30	$86,985
Net income (gross income less expenses)	2016-04-30	$-1,519,270
Net plan assets at end of year (total assets less liabilities)	2016-04-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-04-30	$1,519,270
2015 : EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-06-30	$-94,375
Expenses. Total of all expenses incurred	2015-06-30	$143,151
Benefits paid (including direct rollovers)	2015-06-30	$143,151
Total plan assets at end of year	2015-06-30	$1,519,270
Total plan assets at beginning of year	2015-06-30	$1,756,796
Value of fidelity bond covering the plan	2015-06-30	$200,000
Other income received	2015-06-30	$-94,375
Net income (gross income less expenses)	2015-06-30	$-237,526
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,519,270
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$1,756,796
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$0
2014 : EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-06-30	$122,818
Expenses. Total of all expenses incurred	2014-06-30	$108,821
Benefits paid (including direct rollovers)	2014-06-30	$108,821
Total plan assets at end of year	2014-06-30	$1,756,796
Total plan assets at beginning of year	2014-06-30	$1,742,799
Value of fidelity bond covering the plan	2014-06-30	$200,000
Other income received	2014-06-30	$122,818
Net income (gross income less expenses)	2014-06-30	$13,997
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$1,756,796
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,742,799
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$61,114
2013 : EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-06-30	$-46,104
Expenses. Total of all expenses incurred	2013-06-30	$6,000
Benefits paid (including direct rollovers)	2013-06-30	$6,000
Total plan assets at end of year	2013-06-30	$1,742,799
Total plan assets at beginning of year	2013-06-30	$1,794,903
Value of fidelity bond covering the plan	2013-06-30	$200,000
Other income received	2013-06-30	$-46,104
Net income (gross income less expenses)	2013-06-30	$-52,104
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,742,799
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,794,903
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$61,114
2012 : EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-06-30	$-62
Expenses. Total of all expenses incurred	2012-06-30	$6,000
Benefits paid (including direct rollovers)	2012-06-30	$6,000
Total plan assets at end of year	2012-06-30	$1,794,903
Total plan assets at beginning of year	2012-06-30	$1,800,965
Value of fidelity bond covering the plan	2012-06-30	$200,000
Other income received	2012-06-30	$-25,062
Net income (gross income less expenses)	2012-06-30	$-6,062
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,794,903
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,800,965
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$61,114
Total contributions received or receivable from employer(s)	2012-06-30	$25,000
2011 : EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-06-30	$220,209
Expenses. Total of all expenses incurred	2011-06-30	$6,000
Benefits paid (including direct rollovers)	2011-06-30	$6,000
Total plan assets at end of year	2011-06-30	$1,800,965
Total plan assets at beginning of year	2011-06-30	$1,586,756
Value of fidelity bond covering the plan	2011-06-30	$175,000
Other income received	2011-06-30	$182,209
Net income (gross income less expenses)	2011-06-30	$214,209
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,800,965
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,586,756
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$61,114
Total contributions received or receivable from employer(s)	2011-06-30	$38,000

Form 5500 Responses for EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST

2015: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	This submission is the final filing	Yes
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: EDWARD D. BERG, D.O., P.C. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD D. BERG, D.O., P.C.
Employer identification number (EIN):	382047418
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)