RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 401k Plan overview

RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 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
003	2022-08-30
003	2021-08-30
003	2020-08-30
003	2019-08-30
003	2018-08-30

Plan Statistics for RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST

Measure	Date	Value
2023: RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 2023 401k membership
Market value of plan assets	2023-08-29	911,873
Acturial value of plan assets	2023-08-29	911,873
Funding target for retired participants and beneficiaries receiving payment	2023-08-29	15,997
Number of terminated vested participants	2023-08-29	17
Fundng target for terminated vested participants	2023-08-29	739,865
Active participant vested funding target	2023-08-29	0
Number of active participants	2023-08-29	0
Total funding liabilities for active participants	2023-08-29	0
Total participant count	2023-08-29	18
Total funding target for all participants	2023-08-29	755,862
Balance at beginning of prior year after applicable adjustments	2023-08-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-08-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-08-29	0
Prefunding balanced used to offset prior years funding requirement	2023-08-29	0
Amount remaining of carryover balance	2023-08-29	0
Amount remaining of prefunding balance	2023-08-29	0
Present value of excess contributions	2023-08-29	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-08-29	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-08-29	0
Reductions in caryover balances due to elections or deemed elections	2023-08-29	0
Reductions in prefunding balances due to elections or deemed elections	2023-08-29	0
Balance of carryovers at beginning of current year	2023-08-29	0
Balance of prefunding at beginning of current year	2023-08-29	0
Total employer contributions	2023-08-29	0
Total employee contributions	2023-08-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-08-29	0
Contributions made to avoid restrictions adjusted to valuation date	2023-08-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-08-29	0
Unpaid minimum required contributions for all prior years	2023-08-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-08-29	0
Remaining amount of unpaid minimum required contributions	2023-08-29	0
Minimum required contributions for current year target normal cost	2023-08-29	0
Net shortfall amortization installment of oustanding balance	2023-08-29	0
Waiver amortization installment	2023-08-29	0
Total funding amount beforereflecting carryover/prefunding balances	2023-08-29	0
Carryover balance elected to use to offset funding requirement	2023-08-29	0
Prefunding balance elected to use to offset funding requirement	2023-08-29	0
Additional cash requirement	2023-08-29	0
Contributions allocatedtoward minimum required contributions for current year	2023-08-29	0
Unpaid minimum required contributions for current year	2023-08-29	0
Unpaid minimum required contributions for all years	2023-08-29	0
2022: RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 2022 401k membership
Market value of plan assets	2022-08-29	2,308,533
Acturial value of plan assets	2022-08-29	2,308,533
Funding target for retired participants and beneficiaries receiving payment	2022-08-29	16,328
Number of terminated vested participants	2022-08-29	18
Fundng target for terminated vested participants	2022-08-29	730,468
Active participant vested funding target	2022-08-29	0
Number of active participants	2022-08-29	0
Total funding liabilities for active participants	2022-08-29	0
Total participant count	2022-08-29	19
Total funding target for all participants	2022-08-29	746,796
Balance at beginning of prior year after applicable adjustments	2022-08-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-29	0
Prefunding balanced used to offset prior years funding requirement	2022-08-29	0
Amount remaining of carryover balance	2022-08-29	0
Amount remaining of prefunding balance	2022-08-29	0
Present value of excess contributions	2022-08-29	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-29	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-29	0
Reductions in caryover balances due to elections or deemed elections	2022-08-29	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-29	0
Balance of carryovers at beginning of current year	2022-08-29	0
Balance of prefunding at beginning of current year	2022-08-29	0
Total employer contributions	2022-08-29	0
Total employee contributions	2022-08-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-29	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-29	0
Unpaid minimum required contributions for all prior years	2022-08-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-29	0
Remaining amount of unpaid minimum required contributions	2022-08-29	0
Minimum required contributions for current year target normal cost	2022-08-29	0
Net shortfall amortization installment of oustanding balance	2022-08-29	0
Waiver amortization installment	2022-08-29	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-29	0
Carryover balance elected to use to offset funding requirement	2022-08-29	0
Prefunding balance elected to use to offset funding requirement	2022-08-29	0
Additional cash requirement	2022-08-29	0
Contributions allocatedtoward minimum required contributions for current year	2022-08-29	0
Unpaid minimum required contributions for current year	2022-08-29	0
Unpaid minimum required contributions for all years	2022-08-29	0
2021: RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 2021 401k membership
Market value of plan assets	2021-08-29	2,312,521
Acturial value of plan assets	2021-08-29	2,312,521
Funding target for retired participants and beneficiaries receiving payment	2021-08-29	16,705
Number of terminated vested participants	2021-08-29	18
Fundng target for terminated vested participants	2021-08-29	683,051
Active participant vested funding target	2021-08-29	0
Number of active participants	2021-08-29	0
Total funding liabilities for active participants	2021-08-29	0
Total participant count	2021-08-29	19
Total funding target for all participants	2021-08-29	699,756
Balance at beginning of prior year after applicable adjustments	2021-08-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-29	0
Prefunding balanced used to offset prior years funding requirement	2021-08-29	0
Amount remaining of carryover balance	2021-08-29	0
Amount remaining of prefunding balance	2021-08-29	0
Present value of excess contributions	2021-08-29	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-29	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-29	0
Reductions in caryover balances due to elections or deemed elections	2021-08-29	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-29	0
Balance of carryovers at beginning of current year	2021-08-29	0
Balance of prefunding at beginning of current year	2021-08-29	0
Total employer contributions	2021-08-29	0
Total employee contributions	2021-08-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-29	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-29	0
Unpaid minimum required contributions for all prior years	2021-08-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-29	0
Remaining amount of unpaid minimum required contributions	2021-08-29	0
Minimum required contributions for current year target normal cost	2021-08-29	0
Net shortfall amortization installment of oustanding balance	2021-08-29	0
Waiver amortization installment	2021-08-29	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-29	0
Carryover balance elected to use to offset funding requirement	2021-08-29	0
Prefunding balance elected to use to offset funding requirement	2021-08-29	0
Additional cash requirement	2021-08-29	0
Contributions allocatedtoward minimum required contributions for current year	2021-08-29	0
Unpaid minimum required contributions for current year	2021-08-29	0
Unpaid minimum required contributions for all years	2021-08-29	0
2020: RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 2020 401k membership
Market value of plan assets	2020-08-29	5,596,318
Acturial value of plan assets	2020-08-29	5,596,318
Funding target for retired participants and beneficiaries receiving payment	2020-08-29	0
Number of terminated vested participants	2020-08-29	11
Fundng target for terminated vested participants	2020-08-29	75,930
Active participant vested funding target	2020-08-29	5,062,322
Number of active participants	2020-08-29	10
Total funding liabilities for active participants	2020-08-29	5,062,863
Total participant count	2020-08-29	21
Total funding target for all participants	2020-08-29	5,138,793
Balance at beginning of prior year after applicable adjustments	2020-08-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-29	0
Prefunding balanced used to offset prior years funding requirement	2020-08-29	0
Amount remaining of carryover balance	2020-08-29	0
Amount remaining of prefunding balance	2020-08-29	0
Present value of excess contributions	2020-08-29	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-29	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-29	0
Reductions in caryover balances due to elections or deemed elections	2020-08-29	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-29	0
Balance of carryovers at beginning of current year	2020-08-29	0
Balance of prefunding at beginning of current year	2020-08-29	0
Total employer contributions	2020-08-29	0
Total employee contributions	2020-08-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-29	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-29	0
Unpaid minimum required contributions for all prior years	2020-08-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-29	0
Remaining amount of unpaid minimum required contributions	2020-08-29	0
Minimum required contributions for current year target normal cost	2020-08-29	0
Net shortfall amortization installment of oustanding balance	2020-08-29	0
Waiver amortization installment	2020-08-29	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-29	0
Carryover balance elected to use to offset funding requirement	2020-08-29	0
Prefunding balance elected to use to offset funding requirement	2020-08-29	0
Additional cash requirement	2020-08-29	0
Contributions allocatedtoward minimum required contributions for current year	2020-08-29	0
Unpaid minimum required contributions for current year	2020-08-29	0
Unpaid minimum required contributions for all years	2020-08-29	0
2019: RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST 2019 401k membership
Market value of plan assets	2019-08-29	5,388,391
Acturial value of plan assets	2019-08-29	5,388,391
Funding target for retired participants and beneficiaries receiving payment	2019-08-29	17,847
Number of terminated vested participants	2019-08-29	10
Fundng target for terminated vested participants	2019-08-29	53,269
Active participant vested funding target	2019-08-29	5,000,261
Number of active participants	2019-08-29	12
Total funding liabilities for active participants	2019-08-29	5,001,239
Total participant count	2019-08-29	23
Total funding target for all participants	2019-08-29	5,072,355
Balance at beginning of prior year after applicable adjustments	2019-08-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-29	0
Prefunding balanced used to offset prior years funding requirement	2019-08-29	0
Amount remaining of carryover balance	2019-08-29	0
Amount remaining of prefunding balance	2019-08-29	0
Present value of excess contributions	2019-08-29	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-29	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-29	0
Reductions in caryover balances due to elections or deemed elections	2019-08-29	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-29	0
Balance of carryovers at beginning of current year	2019-08-29	0
Balance of prefunding at beginning of current year	2019-08-29	0
Total employer contributions	2019-08-29	0
Total employee contributions	2019-08-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-29	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-29	0
Unpaid minimum required contributions for all prior years	2019-08-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-29	0
Remaining amount of unpaid minimum required contributions	2019-08-29	0
Minimum required contributions for current year target normal cost	2019-08-29	0
Net shortfall amortization installment of oustanding balance	2019-08-29	0
Waiver amortization installment	2019-08-29	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-29	0
Carryover balance elected to use to offset funding requirement	2019-08-29	0
Prefunding balance elected to use to offset funding requirement	2019-08-29	0
Additional cash requirement	2019-08-29	0
Contributions allocatedtoward minimum required contributions for current year	2019-08-29	0
Unpaid minimum required contributions for current year	2019-08-29	0
Unpaid minimum required contributions for all years	2019-08-29	0

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• 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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