BERRY & BERRY, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERRY & BERRY, P.C. PENSION PLAN
401k plan membership statisitcs for BERRY & BERRY, P.C. PENSION PLAN
Measure | Date | Value |
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2015: BERRY & BERRY, P.C. PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 35 |
Total of all active and inactive participants | 2015-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 75 |
Number of participants with account balances | 2015-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BERRY & BERRY, P.C. PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 31 |
Total of all active and inactive participants | 2014-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 76 |
Number of participants with account balances | 2014-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BERRY & BERRY, P.C. PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 35 |
Total of all active and inactive participants | 2013-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 78 |
Number of participants with account balances | 2013-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BERRY & BERRY, P.C. PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 27 |
Total of all active and inactive participants | 2012-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 79 |
Number of participants with account balances | 2012-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BERRY & BERRY, P.C. PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 29 |
Total of all active and inactive participants | 2011-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 80 |
Number of participants with account balances | 2011-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BERRY & BERRY, P.C. PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 29 |
Total of all active and inactive participants | 2010-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 87 |
Number of participants with account balances | 2010-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BERRY & BERRY, P.C. PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 31 |
Total of all active and inactive participants | 2009-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 102 |
Number of participants with account balances | 2009-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : BERRY & BERRY, P.C. PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $378,538 |
Expenses. Total of all expenses incurred | 2015-12-31 | $3,324,834 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,322,656 |
Total plan assets at end of year | 2015-12-31 | $5,383,597 |
Total plan assets at beginning of year | 2015-12-31 | $8,329,893 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $2,178 |
Other income received | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
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 | $303,441 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $303,441 |
2014 : BERRY & BERRY, P.C. PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $743,423 |
Expenses. Total of all expenses incurred | 2014-12-31 | $142,274 |
Benefits paid (including direct rollovers) | 2014-12-31 | $140,165 |
Total plan assets at end of year | 2014-12-31 | $8,329,893 |
Total plan assets at beginning of year | 2014-12-31 | $7,728,744 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $2,109 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $326,062 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
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 | $332,810 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $332,810 |
2013 : BERRY & BERRY, P.C. PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,366,895 |
Expenses. Total of all expenses incurred | 2013-12-31 | $170,464 |
Benefits paid (including direct rollovers) | 2013-12-31 | $168,913 |
Total plan assets at end of year | 2013-12-31 | $7,728,744 |
Total plan assets at beginning of year | 2013-12-31 | $6,532,313 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,551 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $327,908 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $343,751 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $343,751 |
2012 : BERRY & BERRY, P.C. PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $837,743 |
Expenses. Total of all expenses incurred | 2012-12-31 | $422,112 |
Benefits paid (including direct rollovers) | 2012-12-31 | $421,599 |
Total plan assets at end of year | 2012-12-31 | $6,532,313 |
Total plan assets at beginning of year | 2012-12-31 | $6,116,682 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $513 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $352,779 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $357,194 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $357,194 |
2011 : BERRY & BERRY, P.C. PENSION PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $415,882 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,027,856 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,027,473 |
Total plan assets at end of year | 2011-12-31 | $6,116,682 |
Total plan assets at beginning of year | 2011-12-31 | $6,728,655 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $383 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $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 loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $345,798 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $361,085 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $361,085 |
2010 : BERRY & BERRY, P.C. PENSION PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $874,938 |
Expenses. Total of all expenses incurred | 2010-12-31 | $155,562 |
Benefits paid (including direct rollovers) | 2010-12-31 | $155,282 |
Total plan assets at end of year | 2010-12-31 | $6,728,655 |
Total plan assets at beginning of year | 2010-12-31 | $6,009,279 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $280 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $395,615 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $426,605 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $426,605 |
2009 : BERRY & BERRY, P.C. PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
2015: BERRY & BERRY, P.C. PENSION PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BERRY & BERRY, P.C. PENSION PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BERRY & BERRY, P.C. PENSION PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BERRY & BERRY, P.C. PENSION PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BERRY & BERRY, P.C. PENSION PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BERRY & BERRY, P.C. PENSION PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BERRY & BERRY, P.C. PENSION PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |