ROBERT L BERGMAN, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST
| Measure | Date | Value |
|---|
| 2015: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| 2014: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| Number of participants with account balances | 2014-01-01 | 1 |
| 2013: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 1 |
| Number of participants with account balances | 2013-01-01 | 1 |
| 2012: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| 2011: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2009: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2015 : ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $9,836 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $16,388 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $16,388 |
| Total plan assets at end of year | 2015-12-31 | $400,454 |
| Total plan assets at beginning of year | 2015-12-31 | $407,006 |
| Other income received | 2015-12-31 | $-8,165 |
| Net income (gross income less expenses) | 2015-12-31 | $-6,552 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $400,454 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $407,006 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $18,001 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $18,001 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $18,001 |
| 2014 : ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $24,364 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $15,408 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $15,408 |
| Total plan assets at end of year | 2014-12-31 | $407,006 |
| Total plan assets at beginning of year | 2014-12-31 | $398,050 |
| Other income received | 2014-12-31 | $9,028 |
| Net income (gross income less expenses) | 2014-12-31 | $8,956 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $407,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $398,050 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,336 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $15,336 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $15,336 |
| 2013 : ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $58,633 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $45,920 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $45,920 |
| Total plan assets at end of year | 2013-12-31 | $398,050 |
| Total plan assets at beginning of year | 2013-12-31 | $385,337 |
| Other income received | 2013-12-31 | $40,552 |
| Net income (gross income less expenses) | 2013-12-31 | $12,713 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $398,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $385,337 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $18,081 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $15,930 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $18,081 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $2,151 |
| 2012 : ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $52,354 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $11,530 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $11,530 |
| Total plan assets at end of year | 2012-12-31 | $385,337 |
| Total plan assets at beginning of year | 2012-12-31 | $344,513 |
| Other income received | 2012-12-31 | $32,227 |
| Net income (gross income less expenses) | 2012-12-31 | $40,824 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $385,337 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $344,513 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $20,127 |
| 2011 : ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $13,575 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $36,344 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $36,344 |
| Total plan assets at end of year | 2011-12-31 | $344,513 |
| Total plan assets at beginning of year | 2011-12-31 | $367,282 |
| Other income received | 2011-12-31 | $-5,269 |
| Net income (gross income less expenses) | 2011-12-31 | $-22,769 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $344,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $367,282 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $18,844 |
| 2010 : ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $48,593 |
| Total plan assets at end of year | 2010-12-31 | $367,282 |
| Total plan assets at beginning of year | 2010-12-31 | $318,689 |
| Other income received | 2010-12-31 | $28,102 |
| Net income (gross income less expenses) | 2010-12-31 | $48,593 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $367,282 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $318,689 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,491 |
| 2015: ROBERT L BERGMAN MONEY PURCHASE PLAN & 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 - Trust | Yes |
| 2014: ROBERT L BERGMAN MONEY PURCHASE PLAN & 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 - Trust | Yes |
| 2013: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT L BERGMAN MONEY PURCHASE PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
