RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	BERRY HEALTH LLC
Employer identification number (EIN):	842618667
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about BERRY HEALTH LLC

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2019-08-05
Company Identification Number:	5598829
Legal Registered Office Address:	207 W 25TH ST FL 9 New York NEW YORK United States of America (USA) 10001

More information about BERRY HEALTH LLC

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-09-01
001	2021-09-01
001	2020-09-01
001	2019-09-01
001	2018-09-01

Plan Statistics for RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2023: RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets	2023-08-31	752,444
Acturial value of plan assets	2023-08-31	752,444
Funding target for retired participants and beneficiaries receiving payment	2023-08-31	0
Number of terminated vested participants	2023-08-31	5
Fundng target for terminated vested participants	2023-08-31	258,134
Active participant vested funding target	2023-08-31	0
Number of active participants	2023-08-31	0
Total funding liabilities for active participants	2023-08-31	0
Total participant count	2023-08-31	5
Total funding target for all participants	2023-08-31	258,134
Balance at beginning of prior year after applicable adjustments	2023-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-08-31	0
Prefunding balanced used to offset prior years funding requirement	2023-08-31	0
Amount remaining of carryover balance	2023-08-31	0
Amount remaining of prefunding balance	2023-08-31	0
Present value of excess contributions	2023-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-08-31	0
Reductions in caryover balances due to elections or deemed elections	2023-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-08-31	0
Balance of carryovers at beginning of current year	2023-08-31	0
Balance of prefunding at beginning of current year	2023-08-31	0
Total employer contributions	2023-08-31	0
Total employee contributions	2023-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-08-31	0
Unpaid minimum required contributions for all prior years	2023-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-08-31	0
Remaining amount of unpaid minimum required contributions	2023-08-31	0
Minimum required contributions for current year target normal cost	2023-08-31	0
Net shortfall amortization installment of oustanding balance	2023-08-31	0
Waiver amortization installment	2023-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-08-31	0
Carryover balance elected to use to offset funding requirement	2023-08-31	0
Prefunding balance elected to use to offset funding requirement	2023-08-31	0
Additional cash requirement	2023-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for all years	2023-08-31	0
2022: RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-08-31	3,762,197
Acturial value of plan assets	2022-08-31	3,762,197
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	0
Number of terminated vested participants	2022-08-31	5
Fundng target for terminated vested participants	2022-08-31	243,346
Active participant vested funding target	2022-08-31	0
Number of active participants	2022-08-31	0
Total funding liabilities for active participants	2022-08-31	0
Total participant count	2022-08-31	5
Total funding target for all participants	2022-08-31	243,346
Balance at beginning of prior year after applicable adjustments	2022-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	0
Present value of excess contributions	2022-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	0
Reductions in caryover balances due to elections or deemed elections	2022-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	0
Balance of prefunding at beginning of current year	2022-08-31	0
Total employer contributions	2022-08-31	0
Total employee contributions	2022-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	0
Unpaid minimum required contributions for all prior years	2022-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-31	0
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	0
Net shortfall amortization installment of oustanding balance	2022-08-31	0
Waiver amortization installment	2022-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-31	0
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	0
Additional cash requirement	2022-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-08-31	3,762,197
Acturial value of plan assets	2021-08-31	3,762,197
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	0
Number of terminated vested participants	2021-08-31	5
Fundng target for terminated vested participants	2021-08-31	229,587
Active participant vested funding target	2021-08-31	0
Number of active participants	2021-08-31	0
Total funding liabilities for active participants	2021-08-31	0
Total participant count	2021-08-31	5
Total funding target for all participants	2021-08-31	229,587
Balance at beginning of prior year after applicable adjustments	2021-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-31	0
Prefunding balanced used to offset prior years funding requirement	2021-08-31	0
Amount remaining of carryover balance	2021-08-31	0
Amount remaining of prefunding balance	2021-08-31	0
Present value of excess contributions	2021-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-31	0
Reductions in caryover balances due to elections or deemed elections	2021-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-31	0
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	0
Total employer contributions	2021-08-31	0
Total employee contributions	2021-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	0
Unpaid minimum required contributions for all prior years	2021-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-31	0
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	0
Net shortfall amortization installment of oustanding balance	2021-08-31	0
Waiver amortization installment	2021-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-31	0
Carryover balance elected to use to offset funding requirement	2021-08-31	0
Prefunding balance elected to use to offset funding requirement	2021-08-31	0
Additional cash requirement	2021-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-08-31	4,662,037
Acturial value of plan assets	2020-08-31	4,662,037
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	2,545,772
Number of terminated vested participants	2020-08-31	5
Fundng target for terminated vested participants	2020-08-31	220,564
Active participant vested funding target	2020-08-31	0
Number of active participants	2020-08-31	0
Total funding liabilities for active participants	2020-08-31	0
Total participant count	2020-08-31	7
Total funding target for all participants	2020-08-31	2,766,336
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	0
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	0
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	0
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	0
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-08-31	4,736,079
Acturial value of plan assets	2019-08-31	4,736,079
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	0
Number of terminated vested participants	2019-08-31	2
Fundng target for terminated vested participants	2019-08-31	113,552
Active participant vested funding target	2019-08-31	1,324,541
Number of active participants	2019-08-31	5
Total funding liabilities for active participants	2019-08-31	1,324,541
Total participant count	2019-08-31	7
Total funding target for all participants	2019-08-31	1,438,093
Balance at beginning of prior year after applicable adjustments	2019-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	0
Present value of excess contributions	2019-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	0
Total employer contributions	2019-08-31	0
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	0
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	0
Net shortfall amortization installment of oustanding balance	2019-08-31	0
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	0
Carryover balance elected to use to offset funding requirement	2019-08-31	0
Prefunding balance elected to use to offset funding requirement	2019-08-31	0
Additional cash requirement	2019-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0

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• RICHARD S. KALSKI, M.D., P.A. CASH BALANCE PLAN [EIN = 650972591]
• RICHARD S. KALSKI, M.D., P.A. 401(K) PROFIT SHARING PLAN [EIN = 650972591]
• RICHARD S. JOHNSON LTD, A NEVADA PROFESSIONAL 401(K) PLAN [EIN = 452692525]
• RICHARD S. WEISER DDS, INC. 401(K) PLAN [EIN = 341319352]

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