401k Plan data: JOHN BERNER AND COMPANY 401(K) PLAN/TRUST plan

JOHN BERNER AND COMPANY 401(K) PLAN/TRUST 401k Plan overview

Plan Name	JOHN BERNER AND COMPANY 401(K) PLAN/TRUST
Plan identification number	001

JOHN BERNER AND COMPANY 401(K) PLAN/TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

JOHN BERNER AND COMPANY has sponsored the creation of one or more 401k plans.

Company Name: JOHN BERNER AND COMPANY

Employer identification number (EIN): 853760324

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BERNER AND COMPANY 401(K) PLAN/TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01 JOHN BERNER 2021-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01	JOHN BERNER	2021-07-30

Plan Statistics for JOHN BERNER AND COMPANY 401(K) PLAN/TRUST

401k plan membership statisitcs for JOHN BERNER AND COMPANY 401(K) PLAN/TRUST

Measure Date Value
2021: JOHN BERNER AND COMPANY 401(K) PLAN/TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN BERNER AND COMPANY 401(K) PLAN/TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2021: JOHN BERNER AND COMPANY 401(K) PLAN/TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN BERNER AND COMPANY 401(K) PLAN/TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on JOHN BERNER AND COMPANY 401(K) PLAN/TRUST

Measure	Date	Value
2021 : JOHN BERNER AND COMPANY 401(K) PLAN/TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$-49,985
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$49,985
Other income received	2021-12-31	$-49,985
Net income (gross income less expenses)	2021-12-31	$-49,985
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$49,985
Assets. Value of employer securities	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JOHN BERNER AND COMPANY 401(K) PLAN/TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$50,000
Expenses. Total of all expenses incurred	2020-12-31	$15
Total plan assets at end of year	2020-12-31	$49,985
Total plan assets at beginning of year	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$100,000
Other income received	2020-12-31	$-50,000
Net income (gross income less expenses)	2020-12-31	$49,985
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$49,985
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0

Form 5500 Responses for JOHN BERNER AND COMPANY 401(K) PLAN/TRUST

2021: JOHN BERNER AND COMPANY 401(K) PLAN/TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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: JOHN BERNER AND COMPANY 401(K) PLAN/TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	JOHN BERNER AND COMPANY
Employer identification number (EIN):	853760324
NAIC Classification:	561300