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BERRY & BERRY, P.C. PENSION PLAN 401k Plan overview

Plan NameBERRY & BERRY, P.C. PENSION PLAN
Plan identification number 001

BERRY & BERRY, P.C. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BERRY & BERRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:BERRY & BERRY, P.C.
Employer identification number (EIN):942384224
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERRY & BERRY, P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01VICKI CHEN2018-04-19 LAURA PRZETAK2018-04-19
0012017-01-01VICKI CHEN2018-01-11 LAURA PRZETAK2018-01-11
0012016-01-01VICKI CHEN2017-07-28 LAURA PRZETAK2017-07-28
0012016-01-01VICKI CHEN2017-07-27 LAURA PRZETAK2017-07-27
0012015-01-01VICKI CHEN LAURA PRZETAK2016-07-29
0012014-01-01VICKI INAYAMA ESTHER MOORE2015-07-28
0012013-01-01VICKI INAYAMA ESTHER MOORE, ESQ.2014-07-31
0012012-01-01VICKI INAYAMA PHILLIP S. BERRY, ESP.2013-07-18
0012011-01-01VICKI INAYAMA
0012010-01-01VICKI INAYAMA PHILLIP S. BERRY2011-07-25
0012009-01-01VICKI INAYAMA, HR DIRECTOR

Plan Statistics for BERRY & BERRY, P.C. PENSION PLAN

401k plan membership statisitcs for BERRY & BERRY, P.C. PENSION PLAN

Measure Date Value
2015: BERRY & BERRY, P.C. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0176
Total number of active participants reported on line 7a of the Form 55002015-01-0140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0175
Number of participants with account balances2015-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BERRY & BERRY, P.C. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0178
Total number of active participants reported on line 7a of the Form 55002014-01-0145
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0176
Number of participants with account balances2014-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BERRY & BERRY, P.C. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0179
Total number of active participants reported on line 7a of the Form 55002013-01-0143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0178
Number of participants with account balances2013-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BERRY & BERRY, P.C. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0180
Total number of active participants reported on line 7a of the Form 55002012-01-0152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0179
Number of participants with account balances2012-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BERRY & BERRY, P.C. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0187
Total number of active participants reported on line 7a of the Form 55002011-01-0151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0180
Number of participants with account balances2011-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BERRY & BERRY, P.C. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01102
Total number of active participants reported on line 7a of the Form 55002010-01-0158
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0187
Number of participants with account balances2010-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BERRY & BERRY, P.C. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01110
Total number of active participants reported on line 7a of the Form 55002009-01-0170
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01102
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BERRY & BERRY, P.C. PENSION PLAN

Measure Date Value
2015 : BERRY & BERRY, P.C. PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$378,538
Expenses. Total of all expenses incurred2015-12-31$3,324,834
Benefits paid (including direct rollovers)2015-12-31$3,322,656
Total plan assets at end of year2015-12-31$5,383,597
Total plan assets at beginning of year2015-12-31$8,329,893
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$2,178
Other income received2015-12-31$78,845
Net income (gross income less expenses)2015-12-31$-2,946,296
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,383,597
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,329,893
Total contributions received or receivable from employer(s)2015-12-31$299,693
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$303,441
Amount contributed by the employer to the plan for this plan year2015-12-31$303,441
2014 : BERRY & BERRY, P.C. PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$743,423
Expenses. Total of all expenses incurred2014-12-31$142,274
Benefits paid (including direct rollovers)2014-12-31$140,165
Total plan assets at end of year2014-12-31$8,329,893
Total plan assets at beginning of year2014-12-31$7,728,744
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$2,109
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$417,361
Net income (gross income less expenses)2014-12-31$601,149
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,329,893
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,728,744
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$326,062
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$332,810
Amount contributed by the employer to the plan for this plan year2014-12-31$332,810
2013 : BERRY & BERRY, P.C. PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,366,895
Expenses. Total of all expenses incurred2013-12-31$170,464
Benefits paid (including direct rollovers)2013-12-31$168,913
Total plan assets at end of year2013-12-31$7,728,744
Total plan assets at beginning of year2013-12-31$6,532,313
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$1,551
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,038,987
Net income (gross income less expenses)2013-12-31$1,196,431
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,728,744
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,532,313
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$327,908
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$343,751
Amount contributed by the employer to the plan for this plan year2013-12-31$343,751
2012 : BERRY & BERRY, P.C. PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$837,743
Expenses. Total of all expenses incurred2012-12-31$422,112
Benefits paid (including direct rollovers)2012-12-31$421,599
Total plan assets at end of year2012-12-31$6,532,313
Total plan assets at beginning of year2012-12-31$6,116,682
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$513
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$484,964
Net income (gross income less expenses)2012-12-31$415,631
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,532,313
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,116,682
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$352,779
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$357,194
Amount contributed by the employer to the plan for this plan year2012-12-31$357,194
2011 : BERRY & BERRY, P.C. PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$415,882
Expenses. Total of all expenses incurred2011-12-31$1,027,856
Benefits paid (including direct rollovers)2011-12-31$1,027,473
Total plan assets at end of year2011-12-31$6,116,682
Total plan assets at beginning of year2011-12-31$6,728,655
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$383
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$70,084
Net income (gross income less expenses)2011-12-31$-611,974
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,116,682
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,728,655
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$345,798
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$361,085
Amount contributed by the employer to the plan for this plan year2011-12-31$361,085
2010 : BERRY & BERRY, P.C. PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$874,938
Expenses. Total of all expenses incurred2010-12-31$155,562
Benefits paid (including direct rollovers)2010-12-31$155,282
Total plan assets at end of year2010-12-31$6,728,655
Total plan assets at beginning of year2010-12-31$6,009,279
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$280
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$479,323
Net income (gross income less expenses)2010-12-31$719,376
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,728,655
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,009,279
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$395,615
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$426,605
Amount contributed by the employer to the plan for this plan year2010-12-31$426,605
2009 : BERRY & BERRY, P.C. PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0

Form 5500 Responses for BERRY & BERRY, P.C. PENSION PLAN

2015: BERRY & BERRY, P.C. PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERRY & BERRY, P.C. PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERRY & BERRY, P.C. PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BERRY & BERRY, P.C. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BERRY & BERRY, P.C. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BERRY & BERRY, P.C. PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BERRY & BERRY, P.C. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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