JOSEPH BERMAN REALTY, INC. has sponsored the creation of one or more 401k plans.
Additional information about JOSEPH BERMAN REALTY, INC.
Submission information for form 5500 for 401k plan JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN
401k plan membership statisitcs for JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2016: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| 2015: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| 2013: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| 2012: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| 2011: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2016 : JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $516,644 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $43,301 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $43,301 |
| Total plan assets at end of year | 2016-12-31 | $1,845,361 |
| Total plan assets at beginning of year | 2016-12-31 | $1,372,018 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Other income received | 2016-12-31 | $516,644 |
| Net income (gross income less expenses) | 2016-12-31 | $473,343 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,845,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,372,018 |
| 2015 : JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $84,091 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $41,790 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $41,790 |
| Total plan assets at end of year | 2015-12-31 | $1,372,018 |
| Total plan assets at beginning of year | 2015-12-31 | $1,329,717 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Other income received | 2015-12-31 | $84,091 |
| Net income (gross income less expenses) | 2015-12-31 | $42,301 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,372,018 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,329,717 |
| 2014 : JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $-425 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $43,650 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $43,650 |
| Total plan assets at end of year | 2014-12-31 | $1,329,717 |
| Total plan assets at beginning of year | 2014-12-31 | $1,373,792 |
| Value of fidelity bond covering the plan | 2014-12-31 | $460,000 |
| Other income received | 2014-12-31 | $-425 |
| Net income (gross income less expenses) | 2014-12-31 | $-44,075 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,329,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,373,792 |
| 2013 : JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $139,724 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $41,568 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $41,568 |
| Total plan assets at end of year | 2013-12-31 | $1,373,792 |
| Total plan assets at beginning of year | 2013-12-31 | $1,275,636 |
| Other income received | 2013-12-31 | $139,724 |
| Net income (gross income less expenses) | 2013-12-31 | $98,156 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,373,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,275,636 |
| 2012 : JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $44,202 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $42,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $42,000 |
| Total plan assets at end of year | 2012-12-31 | $1,321,636 |
| Total plan assets at beginning of year | 2012-12-31 | $1,319,434 |
| Other income received | 2012-12-31 | $-1,798 |
| Net income (gross income less expenses) | 2012-12-31 | $2,202 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,321,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,319,434 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $46,000 |
| 2011 : JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $13,997 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,319,434 |
| Total plan assets at beginning of year | 2011-12-31 | $1,305,437 |
| Other income received | 2011-12-31 | $-26,603 |
| Net income (gross income less expenses) | 2011-12-31 | $13,997 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,319,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,305,437 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $40,600 |
| 2010 : JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $26,772 |
| Total plan assets at end of year | 2010-12-31 | $1,305,437 |
| Total plan assets at beginning of year | 2010-12-31 | $1,278,665 |
| Other income received | 2010-12-31 | $26,772 |
| Net income (gross income less expenses) | 2010-12-31 | $26,772 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,305,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,278,665 |
| 2016: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
