401k Plan data: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST plan

ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 401k Plan overview

Plan Name	ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST
Plan identification number	001

ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST Benefits

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

401k Sponsoring company profile

ROBERT J BERG has sponsored the creation of one or more 401k plans.

Company Name: ROBERT J BERG

Employer identification number (EIN): 640607952

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ROBERT J BERG
001 2016-01-01
001 2015-01-01 ROBERT J BERG
001 2014-01-01 ROBERT J BERG
001 2013-01-01 ROBERT J BERG
001 2012-01-01 ROBERT J BERG
001 2011-01-01 ROBERT J BERG
001 2010-01-01 ROBERT J BERG
001 2009-01-01 ROBERT J BERG
001 2009-01-01 ROBERT J BERG

Plan Statistics for ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

401k plan membership statisitcs for ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

Measure Date Value
2016: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
2015: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
2014: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
2013: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
2012: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
2011: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
2010: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Total participants 2010-01-01 7
2009: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7

Measure	Date	Value
2016: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
2015: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
2014: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
2013: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
2012: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
2011: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
2010: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Total participants	2010-01-01	7
2009: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7

Financial Data on ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

Measure	Date	Value
2016 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$24,998
Total plan liabilities at beginning of year	2016-12-31	$24,998
Total income from all sources	2016-12-31	$62,094
Expenses. Total of all expenses incurred	2016-12-31	$49,535
Benefits paid (including direct rollovers)	2016-12-31	$35,929
Total plan assets at end of year	2016-12-31	$755,279
Total plan assets at beginning of year	2016-12-31	$742,720
Expenses. Other expenses not covered elsewhere	2016-12-31	$13,606
Other income received	2016-12-31	$43,594
Net income (gross income less expenses)	2016-12-31	$12,559
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$730,281
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$717,722
Assets. Value of real-estate (other than employer real property)	2016-12-31	$95,000
Total contributions received or receivable from employer(s)	2016-12-31	$18,500
2015 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$24,998
Total plan liabilities at beginning of year	2015-12-31	$20,265
Total income from all sources	2015-12-31	$9,216
Expenses. Total of all expenses incurred	2015-12-31	$4,983
Benefits paid (including direct rollovers)	2015-12-31	$4,733
Total plan assets at end of year	2015-12-31	$742,720
Total plan assets at beginning of year	2015-12-31	$733,754
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$-9,284
Net income (gross income less expenses)	2015-12-31	$4,233
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$717,722
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$713,489
Total contributions received or receivable from employer(s)	2015-12-31	$18,500
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$250
2014 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$20,265
Total plan liabilities at beginning of year	2014-12-31	$15,508
Total income from all sources	2014-12-31	$47,219
Expenses. Total of all expenses incurred	2014-12-31	$4,757
Benefits paid (including direct rollovers)	2014-12-31	$4,757
Total plan assets at end of year	2014-12-31	$751,145
Total plan assets at beginning of year	2014-12-31	$703,926
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$28,719
Net income (gross income less expenses)	2014-12-31	$42,462
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$730,880
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$688,418
Assets. Value of real-estate (other than employer real property)	2014-12-31	$95,000
Total contributions received or receivable from employer(s)	2014-12-31	$18,500
2013 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$15,508
Total plan liabilities at beginning of year	2013-12-31	$10,498
Total income from all sources	2013-12-31	$100,463
Expenses. Total of all expenses incurred	2013-12-31	$6,343
Benefits paid (including direct rollovers)	2013-12-31	$5,010
Total plan assets at end of year	2013-12-31	$703,926
Total plan assets at beginning of year	2013-12-31	$604,796
Value of fidelity bond covering the plan	2013-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,333
Other income received	2013-12-31	$81,963
Net income (gross income less expenses)	2013-12-31	$94,120
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$688,418
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$594,298
Assets. Value of real-estate (other than employer real property)	2013-12-31	$95,000
Total contributions received or receivable from employer(s)	2013-12-31	$18,500
2012 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$10,498
Total plan liabilities at beginning of year	2012-12-31	$5,404
Total income from all sources	2012-12-31	$69,451
Expenses. Total of all expenses incurred	2012-12-31	$6,999
Benefits paid (including direct rollovers)	2012-12-31	$5,094
Total plan assets at end of year	2012-12-31	$604,796
Total plan assets at beginning of year	2012-12-31	$537,250
Value of fidelity bond covering the plan	2012-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,905
Other income received	2012-12-31	$50,951
Net income (gross income less expenses)	2012-12-31	$62,452
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$594,298
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$531,846
Assets. Value of real-estate (other than employer real property)	2012-12-31	$95,000
Total contributions received or receivable from employer(s)	2012-12-31	$18,500
2011 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$5,404
Total income from all sources	2011-12-31	$12,797
Expenses. Total of all expenses incurred	2011-12-31	$114,883
Benefits paid (including direct rollovers)	2011-12-31	$110,221
Total plan assets at end of year	2011-12-31	$537,250
Total plan assets at beginning of year	2011-12-31	$633,932
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$4,662
Other income received	2011-12-31	$-5,703
Net income (gross income less expenses)	2011-12-31	$-102,086
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$531,846
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$633,932
Assets. Value of real-estate (other than employer real property)	2011-12-31	$95,000
Total contributions received or receivable from employer(s)	2011-12-31	$18,500
2010 : ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$63,149
Expenses. Total of all expenses incurred	2010-12-31	$154
Total plan assets at end of year	2010-12-31	$633,932
Total plan assets at beginning of year	2010-12-31	$570,937
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$154
Other income received	2010-12-31	$44,649
Net income (gross income less expenses)	2010-12-31	$62,995
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$633,932
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$570,937
Assets. Value of real-estate (other than employer real property)	2010-12-31	$95,000
Total contributions received or receivable from employer(s)	2010-12-31	$18,500

Form 5500 Responses for ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST

2016: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT J BERG MD PA PROFIT SHARING RETIREMENT TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

AA38239926

Policy instance

Insurance contract or identification number	AA38239926
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	O'LEARY & ASSOCIATES

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

AA38239926

Policy instance

Insurance contract or identification number	AA38239926
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	O'LEARY & ASSOCIATES

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

AA38239926

Policy instance

Insurance contract or identification number	AA38239926
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	O'LEARY & ASSOCIATES

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

AA38239926

Policy instance

Insurance contract or identification number	AA38239926
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	O'LEARY & ASSOCIATES

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

AA38239926

Policy instance

Insurance contract or identification number	AA38239926
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

AA38239926

Policy instance

Insurance contract or identification number	AA38239926
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ROBERT J BERG
Employer identification number (EIN):	640607952
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)