401k Plan data: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN plan

THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN
Plan identification number	001

THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

THE NEWBERRY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE NEWBERRY GROUP, INC.

Employer identification number (EIN): 431755637

NAIC Classification: 519100

Additional information about THE NEWBERRY GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-11-09

Company Identification Number: 0802579892

Legal Registered Office Address: 26 PORTWEST CT

SAINT CHARLES
United States of America (USA)
63303

More information about THE NEWBERRY GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MICHELLE HARPER 2018-09-24 MICHELLE HARPER 2018-09-24
001 2016-01-01 MICHELLE HARPER 2017-10-13 MICHELLE HARPER 2017-10-13
001 2015-01-01 CHRISTOPHER J. PUGH 2016-10-14 CHRISTOPHER J. PUGH 2016-10-14
001 2014-01-01 CHRISTOPHER J. PUGH 2015-10-12 CHRISTOPHER J. PUGH 2015-10-12
001 2013-01-01 BRINDA BEASLEY BRINDA BEASLEY 2014-10-15
001 2012-01-01 BRINDA BEASLEY BRINDA BEASLEY 2013-10-14
001 2011-01-01 BRINDA BEASLEY
001 2010-01-01 BRINDA BEASLEY BRINDA BEASLEY 2011-10-11
001 2009-01-01 THE NEWBERRY GROUP INC
001 2009-01-01 BRINDA BEASLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MICHELLE HARPER	2018-09-24	MICHELLE HARPER	2018-09-24
001	2016-01-01	MICHELLE HARPER	2017-10-13	MICHELLE HARPER	2017-10-13
001	2015-01-01	CHRISTOPHER J. PUGH	2016-10-14	CHRISTOPHER J. PUGH	2016-10-14
001	2014-01-01	CHRISTOPHER J. PUGH	2015-10-12	CHRISTOPHER J. PUGH	2015-10-12
001	2013-01-01	BRINDA BEASLEY		BRINDA BEASLEY	2014-10-15
001	2012-01-01	BRINDA BEASLEY		BRINDA BEASLEY	2013-10-14
001	2011-01-01	BRINDA BEASLEY
001	2010-01-01	BRINDA BEASLEY		BRINDA BEASLEY	2011-10-11
001	2009-01-01	THE NEWBERRY GROUP INC
001	2009-01-01	BRINDA BEASLEY

Plan Statistics for THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 41
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 34
Total of all active and inactive participants 2023-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 75
Number of participants with account balances 2023-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 21
2022: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 71
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 26
Total of all active and inactive participants 2022-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 97
Number of participants with account balances 2022-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 74
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 100
Number of participants with account balances 2021-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 70
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 92
Number of participants with account balances 2020-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 65
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 90
Number of participants with account balances 2019-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 67
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 95
Number of participants with account balances 2018-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 23
2013: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 81
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 95
Number of participants with account balances 2013-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 71
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 33
Total of all active and inactive participants 2012-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 108
Number of participants with account balances 2012-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 27
2011: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 95
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 118
Number of participants with account balances 2011-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 19
2010: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 67
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 42
Total of all active and inactive participants 2010-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 112
Number of participants with account balances 2010-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 91
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 98
Number of participants with account balances 2009-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 26

Measure	Date	Value
2023: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	41
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	34
Total of all active and inactive participants	2023-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	75
Number of participants with account balances	2023-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	21
2022: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	71
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	26
Total of all active and inactive participants	2022-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	97
Number of participants with account balances	2022-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	74
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	100
Number of participants with account balances	2021-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	70
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	92
Number of participants with account balances	2020-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	65
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	90
Number of participants with account balances	2019-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	67
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	95
Number of participants with account balances	2018-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	23
2013: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	81
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	95
Number of participants with account balances	2013-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	71
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	33
Total of all active and inactive participants	2012-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	108
Number of participants with account balances	2012-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	27
2011: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	95
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	118
Number of participants with account balances	2011-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	19
2010: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	67
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	42
Total of all active and inactive participants	2010-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	112
Number of participants with account balances	2010-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	91
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	98
Number of participants with account balances	2009-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	26

Financial Data on THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,713,319
Expenses. Total of all expenses incurred	2023-12-31	$1,177,309
Benefits paid (including direct rollovers)	2023-12-31	$1,137,659
Total plan assets at end of year	2023-12-31	$5,023,545
Total plan assets at beginning of year	2023-12-31	$4,487,535
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$408,947
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$354,783
Other income received	2023-12-31	$819,377
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$536,010
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,023,545
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,487,535
Assets. Value of participant loans	2023-12-31	$72,450
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$130,212
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$9,156
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$30,494
2022 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-181,312
Expenses. Total of all expenses incurred	2022-12-31	$762,479
Benefits paid (including direct rollovers)	2022-12-31	$728,668
Total plan assets at end of year	2022-12-31	$4,487,535
Total plan assets at beginning of year	2022-12-31	$5,431,326
Value of fidelity bond covering the plan	2022-12-31	$350,000
Total contributions received or receivable from participants	2022-12-31	$536,426
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-922,330
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-943,791
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,487,535
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,431,326
Assets. Value of participant loans	2022-12-31	$74,274
Total contributions received or receivable from employer(s)	2022-12-31	$204,592
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$33,811
2021 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,507,109
Expenses. Total of all expenses incurred	2021-12-31	$283,757
Benefits paid (including direct rollovers)	2021-12-31	$251,508
Total plan assets at end of year	2021-12-31	$5,431,326
Total plan assets at beginning of year	2021-12-31	$4,207,974
Value of fidelity bond covering the plan	2021-12-31	$350,000
Total contributions received or receivable from participants	2021-12-31	$528,706
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$176,528
Other income received	2021-12-31	$695,287
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,223,352
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,431,326
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,207,974
Assets. Value of participant loans	2021-12-31	$63,053
Total contributions received or receivable from employer(s)	2021-12-31	$106,588
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$32,249
2020 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,150,211
Expenses. Total of all expenses incurred	2020-12-31	$267,013
Benefits paid (including direct rollovers)	2020-12-31	$242,437
Total plan assets at end of year	2020-12-31	$4,207,974
Total plan assets at beginning of year	2020-12-31	$3,324,776
Value of fidelity bond covering the plan	2020-12-31	$350,000
Total contributions received or receivable from participants	2020-12-31	$421,859
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$66,505
Other income received	2020-12-31	$578,847
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$883,198
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,207,974
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,324,776
Assets. Value of participant loans	2020-12-31	$46,051
Total contributions received or receivable from employer(s)	2020-12-31	$83,000
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$24,576
2019 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,165,662
Expenses. Total of all expenses incurred	2019-12-31	$449,033
Benefits paid (including direct rollovers)	2019-12-31	$427,792
Total plan assets at end of year	2019-12-31	$3,324,776
Total plan assets at beginning of year	2019-12-31	$2,608,147
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$388,754
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$68,474
Other income received	2019-12-31	$646,949
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$716,629
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,324,776
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,608,147
Assets. Value of participant loans	2019-12-31	$65,329
Total contributions received or receivable from employer(s)	2019-12-31	$61,485
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$21,241
2018 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$426,085
Expenses. Total of all expenses incurred	2018-12-31	$958,123
Benefits paid (including direct rollovers)	2018-12-31	$930,360
Total plan assets at end of year	2018-12-31	$2,608,147
Total plan assets at beginning of year	2018-12-31	$3,140,185
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$438,286
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$2,911
Other income received	2018-12-31	$-117,905
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-532,038
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,608,147
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,140,185
Assets. Value of participant loans	2018-12-31	$96,066
Total contributions received or receivable from employer(s)	2018-12-31	$102,793
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$27,763
2013 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$25,367
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	$853,970
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$269,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$211,162
Value of total corrective distributions	2013-12-31	$10,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$450,472
Value of total assets at end of year	2013-12-31	$2,336,434
Value of total assets at beginning of year	2013-12-31	$1,726,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$47,315
Total interest from all sources	2013-12-31	$2,065
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$65,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$65,840
Administrative expenses professional fees incurred	2013-12-31	$26,182
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$314,494
Participant contributions at end of year	2013-12-31	$89,795
Participant contributions at beginning of year	2013-12-31	$39,973
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$55,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$25,367
Other income not declared elsewhere	2013-12-31	$309,121
Administrative expenses (other) incurred	2013-12-31	$16,382
Total non interest bearing cash at end of year	2013-12-31	$27,577
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$584,889
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,311,067
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,726,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$4,751
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,723,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,603,844
Interest on participant loans	2013-12-31	$2,065
Value of interest in common/collective trusts at end of year	2013-12-31	$412,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$83,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$82,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$82,361
Net investment gain or loss from common/collective trusts	2013-12-31	$26,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$80,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$211,162
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MUELLER PROST
Accountancy firm EIN	2013-12-31	431594752
2012 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$3,444
Total income from all sources (including contributions)	2012-12-31	$594,469
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$218,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$192,472
Expenses. Certain deemed distributions of participant loans	2012-12-31	$4,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$417,471
Value of total assets at end of year	2012-12-31	$1,726,178
Value of total assets at beginning of year	2012-12-31	$1,353,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,832
Total interest from all sources	2012-12-31	$966
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$28,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$28,838
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$333,974
Participant contributions at end of year	2012-12-31	$39,973
Participant contributions at beginning of year	2012-12-31	$17,994
Participant contributions at beginning of year	2012-12-31	$11,800
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$20,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$3,444
Administrative expenses (other) incurred	2012-12-31	$21,832
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$3,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$375,637
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,726,178
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,350,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,603,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,286,729
Interest on participant loans	2012-12-31	$939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$82,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$30,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$30,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$147,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$62,684
Employer contributions (assets) at beginning of year	2012-12-31	$2,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$192,472
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MUELLER PROST PC
Accountancy firm EIN	2012-12-31	431594752
2011 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$11,276
Total income from all sources (including contributions)	2011-12-31	$434,027
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$526,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$513,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$474,375
Value of total assets at end of year	2011-12-31	$1,353,985
Value of total assets at beginning of year	2011-12-31	$1,454,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,362
Total interest from all sources	2011-12-31	$985
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$385,960
Participant contributions at end of year	2011-12-31	$17,994
Participant contributions at beginning of year	2011-12-31	$16,605
Participant contributions at end of year	2011-12-31	$11,800
Participant contributions at beginning of year	2011-12-31	$11,658
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$21,758
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$3,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$11,276
Other income not declared elsewhere	2011-12-31	$-41,333
Administrative expenses (other) incurred	2011-12-31	$13,362
Total non interest bearing cash at end of year	2011-12-31	$3,456
Total non interest bearing cash at beginning of year	2011-12-31	$29,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-92,670
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,350,541
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,443,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,286,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,274,728
Interest on participant loans	2011-12-31	$744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$30,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$120,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$120,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$66,657
Employer contributions (assets) at end of year	2011-12-31	$2,792
Employer contributions (assets) at beginning of year	2011-12-31	$1,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$513,335
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MUELLER PROST PC
Accountancy firm EIN	2011-12-31	431594752
2010 : THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$11,276
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	$547,426
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$323,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$311,070
Expenses. Certain deemed distributions of participant loans	2010-12-31	$4,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$394,005
Value of total assets at end of year	2010-12-31	$1,454,487
Value of total assets at beginning of year	2010-12-31	$1,219,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,904
Total interest from all sources	2010-12-31	$318
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$264,132
Participant contributions at end of year	2010-12-31	$16,605
Participant contributions at beginning of year	2010-12-31	$11,272
Participant contributions at end of year	2010-12-31	$11,658
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$87,520
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$11,276
Other income not declared elsewhere	2010-12-31	$153,103
Administrative expenses (other) incurred	2010-12-31	$7,904
Total non interest bearing cash at end of year	2010-12-31	$29,060
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$223,681
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,443,211
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,219,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,274,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,094,605
Interest on participant loans	2010-12-31	$318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$120,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$113,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$113,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$42,353
Employer contributions (assets) at end of year	2010-12-31	$1,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$311,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MUELLER PROST PC
Accountancy firm EIN	2010-12-31	431594752

Form 5500 Responses for THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN

2023: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2013: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE NEWBERRY GROUP INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE NEWBERRY GROUP, INC.
Employer identification number (EIN):	431755637
NAIC Classification:	519100

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-11-09
Company Identification Number:	0802579892
Legal Registered Office Address:	26 PORTWEST CT SAINT CHARLES United States of America (USA) 63303