401k Plan data: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN plan

R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN
Plan identification number	001

R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 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
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

R. J. BERRY JR., INC. has sponsored the creation of one or more 401k plans.

Company Name: R. J. BERRY JR., INC.

Employer identification number (EIN): 942880073

NAIC Classification: 237310
NAIC Description: Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-12-01
001 2021-12-01
001 2020-12-01 R. J. BERRY, JR. 2022-03-29
001 2019-12-01 R. J. BERRY, JR. 2021-06-04
001 2018-12-01 R. J. BERRY, JR. 2020-04-24
001 2017-12-01 R. J. BERRY, JR. 2019-06-07
001 2016-12-01
001 2015-12-01
001 2014-12-01
001 2013-12-01 R. J. BERRY, JR.
001 2012-12-01 R. J. BERRY, JR.
001 2011-12-01 R. J. BERRY, JR.
001 2010-12-01 R. J. BERRY, JR.
001 2009-12-01 R. J. BERRY, JR.

Plan Statistics for R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2020: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-12-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 8
Number of retired or separated participants receiving benefits 2020-12-01 0
Number of other retired or separated participants entitled to future benefits 2020-12-01 1
Total of all active and inactive participants 2020-12-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 0
Total participants 2020-12-01 9
Number of participants with account balances 2020-12-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 0
2019: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-12-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 9
Number of retired or separated participants receiving benefits 2019-12-01 0
Number of other retired or separated participants entitled to future benefits 2019-12-01 0
Total of all active and inactive participants 2019-12-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 9
Number of participants with account balances 2019-12-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 0
2018: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-12-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 8
Number of retired or separated participants receiving benefits 2018-12-01 0
Number of other retired or separated participants entitled to future benefits 2018-12-01 2
Total of all active and inactive participants 2018-12-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 10
Number of participants with account balances 2018-12-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 0
2017: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-12-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 7
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 2
Total of all active and inactive participants 2017-12-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 9
Number of participants with account balances 2017-12-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 0
2016: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 6
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 2
Total of all active and inactive participants 2016-12-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 8
Number of participants with account balances 2016-12-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 0
2015: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 6
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 2
Total of all active and inactive participants 2015-12-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 8
Number of participants with account balances 2015-12-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 7
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 2
Total of all active and inactive participants 2014-12-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 9
Number of participants with account balances 2014-12-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 8
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 1
Total of all active and inactive participants 2013-12-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 9
Number of participants with account balances 2013-12-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0
2012: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 7
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 2
Total of all active and inactive participants 2012-12-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 9
Number of participants with account balances 2012-12-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 7
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 1
Total of all active and inactive participants 2011-12-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 8
Number of participants with account balances 2011-12-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2010: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-12-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-12-01 9
Number of retired or separated participants receiving benefits 2010-12-01 0
Number of other retired or separated participants entitled to future benefits 2010-12-01 1
Total of all active and inactive participants 2010-12-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-12-01 0
Total participants 2010-12-01 10
Number of participants with account balances 2010-12-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-12-01 0
2009: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 8
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 2
Total of all active and inactive participants 2009-12-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 10
Number of participants with account balances 2009-12-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 0

Measure	Date	Value
2020: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-12-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	8
Number of retired or separated participants receiving benefits	2020-12-01	0
Number of other retired or separated participants entitled to future benefits	2020-12-01	1
Total of all active and inactive participants	2020-12-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	0
Total participants	2020-12-01	9
Number of participants with account balances	2020-12-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	0
2019: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-12-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	9
Number of retired or separated participants receiving benefits	2019-12-01	0
Number of other retired or separated participants entitled to future benefits	2019-12-01	0
Total of all active and inactive participants	2019-12-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	9
Number of participants with account balances	2019-12-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	0
2018: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-12-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	8
Number of retired or separated participants receiving benefits	2018-12-01	0
Number of other retired or separated participants entitled to future benefits	2018-12-01	2
Total of all active and inactive participants	2018-12-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	10
Number of participants with account balances	2018-12-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	0
2017: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-12-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	7
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	2
Total of all active and inactive participants	2017-12-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	9
Number of participants with account balances	2017-12-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	0
2016: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	6
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	2
Total of all active and inactive participants	2016-12-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	8
Number of participants with account balances	2016-12-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	0
2015: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	6
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	2
Total of all active and inactive participants	2015-12-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	8
Number of participants with account balances	2015-12-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	7
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	2
Total of all active and inactive participants	2014-12-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	9
Number of participants with account balances	2014-12-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	8
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	1
Total of all active and inactive participants	2013-12-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	9
Number of participants with account balances	2013-12-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0
2012: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	7
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	2
Total of all active and inactive participants	2012-12-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	9
Number of participants with account balances	2012-12-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	7
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	1
Total of all active and inactive participants	2011-12-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	8
Number of participants with account balances	2011-12-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2010: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-12-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-12-01	9
Number of retired or separated participants receiving benefits	2010-12-01	0
Number of other retired or separated participants entitled to future benefits	2010-12-01	1
Total of all active and inactive participants	2010-12-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-12-01	0
Total participants	2010-12-01	10
Number of participants with account balances	2010-12-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-12-01	0
2009: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	8
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	2
Total of all active and inactive participants	2009-12-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	10
Number of participants with account balances	2009-12-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	0

Financial Data on R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2021 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-11-30	$843,110
Expenses. Total of all expenses incurred	2021-11-30	$195,946
Benefits paid (including direct rollovers)	2021-11-30	$195,911
Total plan assets at end of year	2021-11-30	$5,620,329
Total plan assets at beginning of year	2021-11-30	$4,973,165
Value of fidelity bond covering the plan	2021-11-30	$1,200,000
Assets. Value of loans (other than to participants)	2021-11-30	$0
Other income received	2021-11-30	$811,230
Net income (gross income less expenses)	2021-11-30	$647,164
Net plan assets at end of year (total assets less liabilities)	2021-11-30	$5,620,329
Net plan assets at beginning of year (total assets less liabilities)	2021-11-30	$4,973,165
Assets. Value of participant loans	2021-11-30	$2,467
Total contributions received or receivable from employer(s)	2021-11-30	$31,880
Expenses. Administrative service providers (salaries,fees and commissions)	2021-11-30	$35
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-30	$0
2020 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-11-30	$506,619
Expenses. Total of all expenses incurred	2020-11-30	$92,594
Benefits paid (including direct rollovers)	2020-11-30	$92,524
Total plan assets at end of year	2020-11-30	$4,973,165
Total plan assets at beginning of year	2020-11-30	$4,559,140
Value of fidelity bond covering the plan	2020-11-30	$1,200,000
Assets. Value of loans (other than to participants)	2020-11-30	$9,000
Other income received	2020-11-30	$420,493
Net income (gross income less expenses)	2020-11-30	$414,025
Net plan assets at end of year (total assets less liabilities)	2020-11-30	$4,973,165
Net plan assets at beginning of year (total assets less liabilities)	2020-11-30	$4,559,140
Assets. Value of participant loans	2020-11-30	$5,291
Total contributions received or receivable from employer(s)	2020-11-30	$86,126
Expenses. Administrative service providers (salaries,fees and commissions)	2020-11-30	$70
2019 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-11-30	$453,721
Expenses. Total of all expenses incurred	2019-11-30	$183,502
Benefits paid (including direct rollovers)	2019-11-30	$183,502
Total plan assets at end of year	2019-11-30	$4,559,140
Total plan assets at beginning of year	2019-11-30	$4,288,921
Value of fidelity bond covering the plan	2019-11-30	$1,200,000
Assets. Value of loans (other than to participants)	2019-11-30	$8,756
Other income received	2019-11-30	$372,321
Net income (gross income less expenses)	2019-11-30	$270,219
Net plan assets at end of year (total assets less liabilities)	2019-11-30	$4,559,140
Net plan assets at beginning of year (total assets less liabilities)	2019-11-30	$4,288,921
Assets. Value of participant loans	2019-11-30	$8,934
Total contributions received or receivable from employer(s)	2019-11-30	$81,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-11-30	$0
2018 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-11-30	$0
2017 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-11-30	$442,786
Expenses. Total of all expenses incurred	2017-11-30	$203,421
Benefits paid (including direct rollovers)	2017-11-30	$203,421
Total plan assets at end of year	2017-11-30	$4,215,295
Total plan assets at beginning of year	2017-11-30	$3,975,930
Value of fidelity bond covering the plan	2017-11-30	$1,200,000
Assets. Value of loans (other than to participants)	2017-11-30	$790,253
Other income received	2017-11-30	$333,411
Net income (gross income less expenses)	2017-11-30	$239,365
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$4,215,295
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$3,975,930
Assets. Value of participant loans	2017-11-30	$16,393
Assets. Value of real-estate (other than employer real property)	2017-11-30	$185,989
Total contributions received or receivable from employer(s)	2017-11-30	$109,375
2016 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-11-30	$230,398
Expenses. Total of all expenses incurred	2016-11-30	$122,000
Benefits paid (including direct rollovers)	2016-11-30	$122,000
Total plan assets at end of year	2016-11-30	$3,975,930
Total plan assets at beginning of year	2016-11-30	$3,867,532
Value of fidelity bond covering the plan	2016-11-30	$1,400,000
Assets. Value of loans (other than to participants)	2016-11-30	$1,000,719
Other income received	2016-11-30	$144,576
Net income (gross income less expenses)	2016-11-30	$108,398
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$3,975,930
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$3,867,532
Assets. Value of participant loans	2016-11-30	$23,780
Assets. Value of real-estate (other than employer real property)	2016-11-30	$196,890
Total contributions received or receivable from employer(s)	2016-11-30	$85,822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
2015 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-11-30	$-33,974
Expenses. Total of all expenses incurred	2015-11-30	$128,428
Benefits paid (including direct rollovers)	2015-11-30	$128,428
Total plan assets at end of year	2015-11-30	$3,867,532
Total plan assets at beginning of year	2015-11-30	$4,029,934
Value of fidelity bond covering the plan	2015-11-30	$1,400,000
Assets. Value of loans (other than to participants)	2015-11-30	$897,774
Other income received	2015-11-30	$-97,882
Net income (gross income less expenses)	2015-11-30	$-162,402
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$3,867,532
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$4,029,934
Assets. Value of participant loans	2015-11-30	$31,835
Assets. Value of real-estate (other than employer real property)	2015-11-30	$196,377
Total contributions received or receivable from employer(s)	2015-11-30	$63,908
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-30	$0
2014 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-11-30	$439,272
Expenses. Total of all expenses incurred	2014-11-30	$114,725
Benefits paid (including direct rollovers)	2014-11-30	$114,725
Total plan assets at end of year	2014-11-30	$4,029,934
Total plan assets at beginning of year	2014-11-30	$3,705,387
Value of fidelity bond covering the plan	2014-11-30	$1,400,000
Assets. Value of loans (other than to participants)	2014-11-30	$1,058,053
Other income received	2014-11-30	$373,797
Net income (gross income less expenses)	2014-11-30	$324,547
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$4,029,934
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$3,705,387
Assets. Value of participant loans	2014-11-30	$3,790
Assets. Value of real-estate (other than employer real property)	2014-11-30	$199,450
Total contributions received or receivable from employer(s)	2014-11-30	$65,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
2013 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-11-30	$541,204
Expenses. Total of all expenses incurred	2013-11-30	$98,275
Benefits paid (including direct rollovers)	2013-11-30	$98,275
Total plan assets at end of year	2013-11-30	$3,705,387
Total plan assets at beginning of year	2013-11-30	$3,262,458
Value of fidelity bond covering the plan	2013-11-30	$1,300,000
Assets. Value of loans (other than to participants)	2013-11-30	$961,037
Other income received	2013-11-30	$541,204
Net income (gross income less expenses)	2013-11-30	$442,929
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$3,705,387
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$3,262,458
Assets. Value of participant loans	2013-11-30	$13,513
Assets. Value of real-estate (other than employer real property)	2013-11-30	$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-30	$0
2012 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-11-30	$237,265
Expenses. Total of all expenses incurred	2012-11-30	$148,778
Benefits paid (including direct rollovers)	2012-11-30	$148,778
Total plan assets at end of year	2012-11-30	$3,262,458
Total plan assets at beginning of year	2012-11-30	$3,173,971
Value of fidelity bond covering the plan	2012-11-30	$1,300,000
Assets. Value of loans (other than to participants)	2012-11-30	$993,446
Other income received	2012-11-30	$237,265
Net income (gross income less expenses)	2012-11-30	$88,487
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$3,262,458
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$3,173,971
Assets. Value of participant loans	2012-11-30	$27,786
Assets. Value of real-estate (other than employer real property)	2012-11-30	$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-11-30	$0
2011 : R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-11-30	$82,111
Expenses. Total of all expenses incurred	2011-11-30	$93,324
Benefits paid (including direct rollovers)	2011-11-30	$93,277
Total plan assets at end of year	2011-11-30	$3,173,971
Total plan assets at beginning of year	2011-11-30	$3,185,184
Value of fidelity bond covering the plan	2011-11-30	$1,750,000
Assets. Value of loans (other than to participants)	2011-11-30	$1,231,435
Other income received	2011-11-30	$82,111
Net income (gross income less expenses)	2011-11-30	$-11,213
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$3,173,971
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$3,185,184
Assets. Value of participant loans	2011-11-30	$41,476
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-11-30	$50,000
Assets. Value of real-estate (other than employer real property)	2011-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-11-30	$47
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0

Form 5500 Responses for R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN

2020: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Submission has been amended	No
2020-12-01	This submission is the final filing	No
2020-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-12-01	Plan is a collectively bargained plan	No
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Submission has been amended	No
2019-12-01	This submission is the final filing	No
2019-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-12-01	Plan is a collectively bargained plan	No
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Submission has been amended	No
2018-12-01	This submission is the final filing	No
2018-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-12-01	Plan is a collectively bargained plan	No
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Submission has been amended	No
2017-12-01	This submission is the final filing	No
2017-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-12-01	Plan is a collectively bargained plan	No
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2010: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-12-01	Type of plan entity	Single employer plan
2010-12-01	Submission has been amended	No
2010-12-01	This submission is the final filing	No
2010-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-12-01	Plan is a collectively bargained plan	No
2010-12-01	Plan funding arrangement – Trust	Yes
2010-12-01	Plan benefit arrangement - Trust	Yes
2009: R. J. BERRY JR., INC. EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes

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Company Name:	R. J. BERRY JR., INC.
Employer identification number (EIN):	942880073
NAIC Classification:	237310
NAIC Description:	Highway, Street, and Bridge Construction

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-12-01
001	2021-12-01
001	2020-12-01	R. J. BERRY, JR.	2022-03-29
001	2019-12-01	R. J. BERRY, JR.	2021-06-04
001	2018-12-01	R. J. BERRY, JR.	2020-04-24
001	2017-12-01	R. J. BERRY, JR.	2019-06-07
001	2016-12-01
001	2015-12-01
001	2014-12-01
001	2013-12-01	R. J. BERRY, JR.
001	2012-12-01	R. J. BERRY, JR.
001	2011-12-01	R. J. BERRY, JR.
001	2010-12-01	R. J. BERRY, JR.
001	2009-12-01	R. J. BERRY, JR.