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WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN
Plan identification number 004

WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • 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

WITHERS BERGMAN LLP has sponsored the creation of one or more 401k plans.

Company Name:WITHERS BERGMAN LLP
Employer identification number (EIN):061638121
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about WITHERS BERGMAN LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3450775

More information about WITHERS BERGMAN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-07-01
0042020-07-01
0042019-07-01
0042018-07-01
0042017-07-01
0042016-07-01EDWARD RENN
0042015-07-01EDWARD RENN
0042014-07-01EDWARD RENN
0042013-07-01EDWARD RENN EDWARD RENN2015-04-13
0042012-07-01EDWARD RENN EDWARD RENN2014-04-14
0042011-07-01EDWARD RENN EDWARD RENN2013-04-12
0042010-07-01EDWARD RENN EDWARD RENN2012-04-13
0042009-07-01EDWARD RENN EDWARD RENN2011-04-15
0042009-07-01EDWARD RENN EDWARD RENN2011-04-15

Plan Statistics for WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01321
Total number of active participants reported on line 7a of the Form 55002021-07-01267
Number of retired or separated participants receiving benefits2021-07-013
Number of other retired or separated participants entitled to future benefits2021-07-0197
Total of all active and inactive participants2021-07-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01367
Number of participants with account balances2021-07-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0113
2020: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01300
Total number of active participants reported on line 7a of the Form 55002020-07-01234
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-0185
Total of all active and inactive participants2020-07-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01321
Number of participants with account balances2020-07-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01264
Total number of active participants reported on line 7a of the Form 55002019-07-01223
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-0174
Total of all active and inactive participants2019-07-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01300
Number of participants with account balances2019-07-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-017
2018: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01249
Total number of active participants reported on line 7a of the Form 55002018-07-01187
Number of retired or separated participants receiving benefits2018-07-013
Number of other retired or separated participants entitled to future benefits2018-07-0173
Total of all active and inactive participants2018-07-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01264
Number of participants with account balances2018-07-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
2017: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01242
Total number of active participants reported on line 7a of the Form 55002017-07-01181
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0168
Total of all active and inactive participants2017-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01249
Number of participants with account balances2017-07-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
2016: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01223
Total number of active participants reported on line 7a of the Form 55002016-07-01179
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0163
Total of all active and inactive participants2016-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01242
Number of participants with account balances2016-07-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01185
Total number of active participants reported on line 7a of the Form 55002015-07-01177
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0146
Total of all active and inactive participants2015-07-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01223
Number of participants with account balances2015-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-014
2014: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01179
Total number of active participants reported on line 7a of the Form 55002014-07-01147
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0138
Total of all active and inactive participants2014-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01185
Number of participants with account balances2014-07-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01180
Total number of active participants reported on line 7a of the Form 55002013-07-01144
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0135
Total of all active and inactive participants2013-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01179
Number of participants with account balances2013-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01173
Total number of active participants reported on line 7a of the Form 55002012-07-01145
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0135
Total of all active and inactive participants2012-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01180
Number of participants with account balances2012-07-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01174
Total number of active participants reported on line 7a of the Form 55002011-07-01141
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0132
Total of all active and inactive participants2011-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01173
Number of participants with account balances2011-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01178
Total number of active participants reported on line 7a of the Form 55002010-07-01143
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0131
Total of all active and inactive participants2010-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01174
Number of participants with account balances2010-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01191
Total number of active participants reported on line 7a of the Form 55002009-07-01146
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0132
Total of all active and inactive participants2009-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01178
Number of participants with account balances2009-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0114

Financial Data on WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$558,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-6,561,139
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,926,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,907,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$5,374,782
Value of total assets at end of year2022-06-30$74,918,454
Value of total assets at beginning of year2022-06-30$83,847,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$18,844
Total interest from all sources2022-06-30$32,087
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$4,084,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$4,084,894
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,529,709
Participant contributions at end of year2022-06-30$638,558
Participant contributions at beginning of year2022-06-30$620,089
Participant contributions at end of year2022-06-30$92,919
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$852,049
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$18,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-9,487,848
Value of net assets at end of year (total assets less liabilities)2022-06-30$74,918,454
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$83,847,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$70,490,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$83,227,401
Interest on participant loans2022-06-30$32,087
Value of interest in common/collective trusts at end of year2022-06-30$3,696,411
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-16,073,832
Net investment gain or loss from common/collective trusts2022-06-30$20,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,993,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,907,865
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2022-06-30472517893
2021 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$376,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$21,633,172
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$5,126,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$5,108,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$4,271,424
Value of total assets at end of year2021-06-30$83,847,490
Value of total assets at beginning of year2021-06-30$66,963,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$18,021
Total interest from all sources2021-06-30$34,683
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$2,405,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$2,405,852
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,220,260
Participant contributions at end of year2021-06-30$620,089
Participant contributions at beginning of year2021-06-30$693,395
Participant contributions at beginning of year2021-06-30$60,567
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$44,053
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$18,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$16,506,642
Value of net assets at end of year (total assets less liabilities)2021-06-30$83,847,490
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$66,963,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$83,227,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$66,209,970
Interest on participant loans2021-06-30$34,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$14,921,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,007,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,108,509
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2021-06-30472517893
2020 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$842,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$7,975,597
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$11,649,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$11,632,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$4,252,686
Value of total assets at end of year2020-06-30$66,963,932
Value of total assets at beginning of year2020-06-30$69,794,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$17,115
Total interest from all sources2020-06-30$40,048
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$2,138,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$2,138,169
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,948,067
Participant contributions at end of year2020-06-30$693,395
Participant contributions at beginning of year2020-06-30$687,241
Participant contributions at end of year2020-06-30$60,567
Participant contributions at beginning of year2020-06-30$82,932
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$495,664
Administrative expenses (other) incurred2020-06-30$17,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-3,673,843
Value of net assets at end of year (total assets less liabilities)2020-06-30$66,963,932
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$69,794,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$66,209,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$69,024,683
Interest on participant loans2020-06-30$40,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,544,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,808,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$11,632,325
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2020-06-30472517893
2019 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$224,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$7,446,704
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,446,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,430,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,308,322
Value of total assets at end of year2019-06-30$69,794,856
Value of total assets at beginning of year2019-06-30$63,569,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$15,199
Total interest from all sources2019-06-30$36,470
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$2,950,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$2,950,431
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,544,025
Participant contributions at end of year2019-06-30$687,241
Participant contributions at beginning of year2019-06-30$848,212
Participant contributions at end of year2019-06-30$82,932
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Administrative expenses (other) incurred2019-06-30$15,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$6,000,703
Value of net assets at end of year (total assets less liabilities)2019-06-30$69,794,856
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$63,569,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$69,024,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$62,721,697
Interest on participant loans2019-06-30$36,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,151,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,764,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,430,802
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2019-06-30472517893
2018 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$479,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$8,496,120
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$4,285,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,270,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,303,386
Value of total assets at end of year2018-06-30$63,569,909
Value of total assets at beginning of year2018-06-30$58,880,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$14,549
Total interest from all sources2018-06-30$39,477
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,948,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,948,623
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,556,590
Participant contributions at end of year2018-06-30$848,212
Participant contributions at beginning of year2018-06-30$893,581
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$44,199
Administrative expenses (other) incurred2018-06-30$14,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,210,689
Value of net assets at end of year (total assets less liabilities)2018-06-30$63,569,909
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$58,880,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$62,721,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$57,986,638
Interest on participant loans2018-06-30$39,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$3,204,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,702,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,270,882
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2018-06-30472517893
2017 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$987,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$10,710,093
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,420,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,409,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,445,681
Value of total assets at end of year2017-06-30$58,880,219
Value of total assets at beginning of year2017-06-30$48,603,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$10,905
Total interest from all sources2017-06-30$37,840
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,535,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,535,741
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,515,031
Participant contributions at end of year2017-06-30$893,581
Participant contributions at beginning of year2017-06-30$679,950
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,152,632
Administrative expenses (other) incurred2017-06-30$10,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$9,289,387
Value of net assets at end of year (total assets less liabilities)2017-06-30$58,880,219
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$48,603,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$57,986,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$47,923,526
Interest on participant loans2017-06-30$37,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$4,690,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,778,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,409,801
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2017-06-30472517893
2016 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$9,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$3,454,371
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,356,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,355,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$3,455,677
Value of total assets at end of year2016-06-30$48,603,476
Value of total assets at beginning of year2016-06-30$46,496,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$725
Total interest from all sources2016-06-30$26,841
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,605,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,605,081
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,439,296
Participant contributions at end of year2016-06-30$679,950
Participant contributions at beginning of year2016-06-30$546,724
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$674,174
Administrative expenses (other) incurred2016-06-30$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$2,097,808
Value of net assets at end of year (total assets less liabilities)2016-06-30$48,603,476
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$46,496,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$47,923,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$45,949,444
Interest on participant loans2016-06-30$26,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,633,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,342,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,355,838
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2016-06-30472517893
2015 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$4,148,478
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,109,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,108,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,225,406
Value of total assets at end of year2015-06-30$46,496,168
Value of total assets at beginning of year2015-06-30$43,456,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$776
Total interest from all sources2015-06-30$22,373
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,488,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,488,761
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$971,606
Participant contributions at end of year2015-06-30$546,724
Participant contributions at beginning of year2015-06-30$456,591
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$16,618
Other income not declared elsewhere2015-06-30$6,400
Administrative expenses (other) incurred2015-06-30$776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$3,039,304
Value of net assets at end of year (total assets less liabilities)2015-06-30$46,496,168
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$43,456,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$45,949,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$43,000,273
Interest on participant loans2015-06-30$22,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$405,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,237,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,108,398
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2015-06-30472517893
2014 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$8,397,140
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$910,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$906,208
Value of total corrective distributions2014-06-30$4,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,147,223
Value of total assets at end of year2014-06-30$43,456,864
Value of total assets at beginning of year2014-06-30$35,970,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$725
Total interest from all sources2014-06-30$19,180
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,151,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,151,939
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$988,895
Participant contributions at end of year2014-06-30$456,591
Participant contributions at beginning of year2014-06-30$470,601
Administrative expenses (other) incurred2014-06-30$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$7,486,146
Value of net assets at end of year (total assets less liabilities)2014-06-30$43,456,864
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$35,970,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$43,000,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$35,500,117
Interest on participant loans2014-06-30$19,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$5,078,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,158,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$906,208
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BEERS, HAMERMAN AND CO., P.C.
Accountancy firm EIN2014-06-30060971924
2013 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$5,986,333
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,173,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,173,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,018,389
Value of total assets at end of year2013-06-30$35,970,718
Value of total assets at beginning of year2013-06-30$31,158,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$825
Total interest from all sources2013-06-30$19,497
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$869,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$869,645
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$892,155
Participant contributions at end of year2013-06-30$470,601
Participant contributions at beginning of year2013-06-30$470,697
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$35,185
Administrative expenses (other) incurred2013-06-30$825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,812,464
Value of net assets at end of year (total assets less liabilities)2013-06-30$35,970,718
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$31,158,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$35,500,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$30,687,557
Interest on participant loans2013-06-30$19,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,078,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,091,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,173,044
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BEERS, HAMERMAN AND CO., P.C.
Accountancy firm EIN2013-06-30060971924
2012 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$2,290,147
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$763,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$761,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,979,550
Value of total assets at end of year2012-06-30$31,158,254
Value of total assets at beginning of year2012-06-30$29,631,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,886
Total interest from all sources2012-06-30$25,028
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$814,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$814,763
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$895,150
Participant contributions at end of year2012-06-30$470,698
Participant contributions at beginning of year2012-06-30$514,644
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$45,766
Administrative expenses (other) incurred2012-06-30$1,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,526,284
Value of net assets at end of year (total assets less liabilities)2012-06-30$31,158,254
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$29,631,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$30,687,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$29,071,560
Interest on participant loans2012-06-30$25,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-529,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,084,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$761,977
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BEERS, HAMERMAN AND CO., P.C.
Accountancy firm EIN2012-06-30060971924
2011 : WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$18,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$7,057,575
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$2,324,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,309,298
Value of total corrective distributions2011-06-30$14,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,055,708
Value of total assets at end of year2011-06-30$29,631,970
Value of total assets at beginning of year2011-06-30$24,881,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,469
Total interest from all sources2011-06-30$21,013
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$669,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$669,204
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$943,560
Participant contributions at end of year2011-06-30$514,644
Participant contributions at beginning of year2011-06-30$387,764
Participant contributions at end of year2011-06-30$45,766
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$11,913
Other income not declared elsewhere2011-06-30$-988
Administrative expenses (other) incurred2011-06-30$1,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,732,604
Value of net assets at end of year (total assets less liabilities)2011-06-30$29,631,970
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$24,881,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$29,071,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$24,493,371
Interest on participant loans2011-06-30$21,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,312,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,100,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,309,298
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BEERS, HAMERMAN AND CO., P.C.
Accountancy firm EIN2011-06-30060971924

Form 5500 Responses for WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN

2021: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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