Logo

MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN
Plan identification number 001

MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • 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

ROBERT G BERRY JR LTD has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G BERRY JR LTD
Employer identification number (EIN):880329853
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012011-01-01PENSION FILERS2012-06-28
0012010-01-01PENSION FILERS2011-07-28
0012006-01-01PENSION FILERS
0012005-01-01PENSION FILERS

Plan Statistics for MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN

Measure Date Value
2006: MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-011
Total number of active participants reported on line 7a of the Form 55002006-01-011
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-011
Number of participants with account balances2006-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-011
Total number of active participants reported on line 7a of the Form 55002005-01-011
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-011
Number of participants with account balances2005-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010

Financial Data on MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN

Measure Date Value
2008 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total plan assets at end of year2008-12-31$350,001
Total plan assets at beginning of year2008-12-31$350,001
Net plan assets at end of year (total assets less liabilities)2008-12-31$350,001
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$350,001
2007 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$29,531
Total plan assets at end of year2007-12-31$350,001
Total plan assets at beginning of year2007-12-31$320,470
Other income received2007-12-31$29,531
Net income (gross income less expenses)2007-12-31$29,531
Net plan assets at end of year (total assets less liabilities)2007-12-31$350,001
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$320,470
2006 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources2006-12-31$14,083
Total plan assets at end of year2006-12-31$320,470
Total plan assets at beginning of year2006-12-31$306,387
Other income received2006-12-31$14,083
Net income (gross income less expenses)2006-12-31$14,083
Net plan assets at end of year (total assets less liabilities)2006-12-31$320,470
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$306,387
2005 : MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources2005-12-31$13,053
Total plan assets at end of year2005-12-31$306,387
Total plan assets at beginning of year2005-12-31$293,334
Other income received2005-12-31$13,053
Net income (gross income less expenses)2005-12-31$13,053
Net plan assets at end of year (total assets less liabilities)2005-12-31$306,387
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$293,334

Form 5500 Responses for MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN

2006: MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: MOUNTAIN WEST SPORT AND SPINE 401(K) PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1