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BERJE, INC. RETIREMENT PLAN 401k Plan overview

Plan NameBERJE, INC. RETIREMENT PLAN
Plan identification number 003

BERJE, INC. RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BERJE, INC. has sponsored the creation of one or more 401k plans.

Company Name:BERJE, INC.
Employer identification number (EIN):135556034
NAIC Classification:424600

Additional information about BERJE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1950-04-04
Company Identification Number: 64641
Legal Registered Office Address: 700 BLAIR ROAD
700 BLAIR ROAD
CARTERET
United States of America (USA)
07008

More information about BERJE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERJE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01BRIAN HART
0032016-01-01BRIAN HART
0032015-01-01BRIAN HART
0032014-01-01BRIAN HART
0032013-01-01BRIAN HART2015-10-13
0032012-01-01BRIAN HART2013-10-04 KIM BLEIMANN2013-10-04
0032011-01-01BRIAN HART2012-10-11 KIM BLEIMANN2012-10-11
0032010-01-01JAMES MELONE2011-10-14 KIM BLEIMANN2011-10-14

Plan Statistics for BERJE, INC. RETIREMENT PLAN

401k plan membership statisitcs for BERJE, INC. RETIREMENT PLAN

Measure Date Value
2022: BERJE, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01208
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01205
Number of participants with account balances2022-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: BERJE, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01196
Total number of active participants reported on line 7a of the Form 55002021-01-01141
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01206
Number of participants with account balances2021-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: BERJE, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01178
Total number of active participants reported on line 7a of the Form 55002020-01-01141
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01192
Number of participants with account balances2020-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BERJE, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01161
Total number of active participants reported on line 7a of the Form 55002019-01-01133
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01176
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: BERJE, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01153
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01161
Number of participants with account balances2018-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BERJE, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01147
Total number of active participants reported on line 7a of the Form 55002017-01-01128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01153
Number of participants with account balances2017-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BERJE, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01147
Number of participants with account balances2016-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: BERJE, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-01123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01137
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BERJE, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01141
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on BERJE, INC. RETIREMENT PLAN

Measure Date Value
2022 : BERJE, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,501,298
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,173,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,101,463
Expenses. Certain deemed distributions of participant loans2022-12-31$1,522
Value of total corrective distributions2022-12-31$6,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,238,159
Value of total assets at end of year2022-12-31$22,795,379
Value of total assets at beginning of year2022-12-31$26,470,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,379
Total interest from all sources2022-12-31$58,075
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$190,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$190,174
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$949,766
Participant contributions at end of year2022-12-31$319,894
Participant contributions at beginning of year2022-12-31$494,573
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,781
Other income not declared elsewhere2022-12-31$17,894
Administrative expenses (other) incurred2022-12-31$17,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,675,004
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,795,379
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,470,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,136,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,320,808
Value of interest in pooled separate accounts at end of year2022-12-31$6,849,530
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$23,891
Interest earned on other investments2022-12-31$34,184
Value of interest in common/collective trusts at end of year2022-12-31$6,794,145
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,695,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$655,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$313,784
Net investment gain/loss from pooled separate accounts2022-12-31$509,660
Net investment gain or loss from common/collective trusts2022-12-31$407,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$261,612
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,101,463
Contract administrator fees2022-12-31$47,302
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Qualified
Accountancy firm name2022-12-31OWEN PETERSEN & CO., LLP
Accountancy firm EIN2022-12-31132572848
2021 : BERJE, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,376,693
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,976,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,916,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,333,293
Value of total assets at end of year2021-12-31$26,470,383
Value of total assets at beginning of year2021-12-31$24,070,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,461
Total interest from all sources2021-12-31$25,561
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,140,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,140,639
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,035,945
Participant contributions at end of year2021-12-31$494,573
Participant contributions at beginning of year2021-12-31$531,218
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,400,225
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,470,383
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,070,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,320,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,904,713
Interest on participant loans2021-12-31$25,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$655,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$634,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,877,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$289,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,916,007
Contract administrator fees2021-12-31$60,461
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31OWEN PETERSEN & CO., LLP
Accountancy firm EIN2021-12-31132572848
2020 : BERJE, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,896,271
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,498,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,448,499
Value of total corrective distributions2020-12-31$269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,103,246
Value of total assets at end of year2020-12-31$24,070,158
Value of total assets at beginning of year2020-12-31$20,672,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,987
Total interest from all sources2020-12-31$25,883
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$669,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$669,049
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$790,801
Participant contributions at end of year2020-12-31$531,218
Participant contributions at beginning of year2020-12-31$648,787
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$100,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,397,516
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,070,158
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,672,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,904,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,376,394
Interest on participant loans2020-12-31$25,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$634,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$647,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,098,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$212,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,448,499
Contract administrator fees2020-12-31$49,987
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31OWEN PETERSEN & CO., LLP
Accountancy firm EIN2020-12-31132572848
2019 : BERJE, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,531,944
Total income from all sources (including contributions)2019-12-31$4,531,944
Total loss/gain on sale of assets2019-12-31$92,484
Total of all expenses incurred2019-12-31$645,054
Total of all expenses incurred2019-12-31$645,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$592,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$592,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,131,882
Value of total assets at end of year2019-12-31$20,672,642
Value of total assets at beginning of year2019-12-31$16,785,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,036
Total interest from all sources2019-12-31$29,184
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$650,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$650,426
Administrative expenses professional fees incurred2019-12-31$53,036
Administrative expenses professional fees incurred2019-12-31$53,036
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$898,286
Participant contributions at end of year2019-12-31$648,787
Participant contributions at beginning of year2019-12-31$487,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,886,890
Value of net income/loss2019-12-31$3,886,890
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,672,642
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,785,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,376,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,673,714
Interest on participant loans2019-12-31$29,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$647,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$624,906
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,910
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,627,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,627,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$233,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$590,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$590,108
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,756,617
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,664,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31OWEN PETERSEN & CO., LLP
Accountancy firm name2019-12-31OWEN PETERSEN & CO., LLP
Accountancy firm EIN2019-12-31132572848
Accountancy firm EIN2019-12-31132572848
2018 : BERJE, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$15,410
Total unrealized appreciation/depreciation of assets2018-12-31$15,410
Total income from all sources (including contributions)2018-12-31$546,870
Total loss/gain on sale of assets2018-12-31$331,379
Total of all expenses incurred2018-12-31$1,021,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$981,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,117,115
Value of total assets at end of year2018-12-31$16,785,752
Value of total assets at beginning of year2018-12-31$17,259,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,852
Total interest from all sources2018-12-31$23,720
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$784,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$784,211
Administrative expenses professional fees incurred2018-12-31$39,852
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$881,403
Participant contributions at end of year2018-12-31$487,132
Participant contributions at beginning of year2018-12-31$530,682
Other income not declared elsewhere2018-12-31$11,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-474,196
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,785,752
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,259,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,673,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,966,956
Interest on participant loans2018-12-31$23,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$624,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$762,310
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,736,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$235,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$977,568
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$23,169,650
Aggregate carrying amount (costs) on sale of assets2018-12-31$22,838,271
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31OWEN PETERSON & CO., LLP
Accountancy firm EIN2018-12-31132572848
2017 : BERJE, INC. RETIREMENT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,275
Total income from all sources (including contributions)2017-12-31$2,876,563
Total loss/gain on sale of assets2017-12-31$64,082
Total of all expenses incurred2017-12-31$281,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$238,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$977,302
Value of total assets at end of year2017-12-31$17,259,948
Value of total assets at beginning of year2017-12-31$14,693,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,732
Total interest from all sources2017-12-31$20,986
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$656,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$42,732
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$786,134
Participant contributions at end of year2017-12-31$530,682
Participant contributions at beginning of year2017-12-31$501,004
Other income not declared elsewhere2017-12-31$66,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,595,280
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,259,948
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,664,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,966,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,435,638
Interest on participant loans2017-12-31$20,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$762,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$757,301
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,090,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$191,168
Income. Dividends from common stock2017-12-31$656,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$234,535
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$29,275
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,836,271
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,772,189
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31OWEN PETERSEN & CO., LLP
Accountancy firm EIN2017-12-31132572848
2016 : BERJE, INC. RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,275
Total income from all sources (including contributions)2016-12-31$1,830,653
Total loss/gain on sale of assets2016-12-31$-59,525
Total of all expenses incurred2016-12-31$396,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$363,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$997,148
Value of total assets at end of year2016-12-31$14,693,943
Value of total assets at beginning of year2016-12-31$13,230,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,471
Total interest from all sources2016-12-31$20,243
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$345,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$345,931
Administrative expenses professional fees incurred2016-12-31$33,471
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$802,141
Participant contributions at end of year2016-12-31$501,004
Participant contributions at beginning of year2016-12-31$503,495
Other income not declared elsewhere2016-12-31$59,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,433,999
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,664,668
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,230,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,435,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,998,948
Interest on participant loans2016-12-31$20,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$757,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$728,226
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$466,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$195,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$360,113
Liabilities. Value of benefit claims payable at end of year2016-12-31$29,275
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$6,921,616
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,981,141
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31OWEN PETERSEN & CO., LLP
Accountancy firm EIN2016-12-31132572848
2015 : BERJE, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$956,325
Total loss/gain on sale of assets2015-12-31$-38,559
Total of all expenses incurred2015-12-31$598,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$593,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$925,609
Value of total assets at end of year2015-12-31$13,230,669
Value of total assets at beginning of year2015-12-31$12,872,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,900
Total interest from all sources2015-12-31$17,285
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$529,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$529,722
Administrative expenses professional fees incurred2015-12-31$4,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$712,178
Participant contributions at end of year2015-12-31$503,495
Participant contributions at beginning of year2015-12-31$406,275
Other income not declared elsewhere2015-12-31$29,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$358,280
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,230,669
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,872,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,998,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,767,753
Interest on participant loans2015-12-31$17,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$728,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$698,361
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-507,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$213,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$588,965
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,646,580
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,685,139
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31OWEN PETERSEN & CO., LLP
Accountancy firm EIN2015-12-31132572848
2014 : BERJE, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$58,952
Total unrealized appreciation/depreciation of assets2014-12-31$58,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,474,765
Total loss/gain on sale of assets2014-12-31$18,671
Total of all expenses incurred2014-12-31$1,271,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,215,145
Value of total corrective distributions2014-12-31$51,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$808,675
Value of total assets at end of year2014-12-31$12,872,389
Value of total assets at beginning of year2014-12-31$12,668,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,300
Total interest from all sources2014-12-31$12,596
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$608,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$608,645
Administrative expenses professional fees incurred2014-12-31$4,300
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$642,111
Participant contributions at end of year2014-12-31$406,275
Participant contributions at beginning of year2014-12-31$364,901
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,439
Other income not declared elsewhere2014-12-31$253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$203,636
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,872,389
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,668,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,767,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,664,443
Interest on participant loans2014-12-31$12,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$698,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$639,409
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$5,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-33,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$160,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,210,144
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,993,035
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,974,364
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31OWEN PETERSEN & CO., LLP
Accountancy firm EIN2014-12-31132572848

Form 5500 Responses for BERJE, INC. RETIREMENT PLAN

2022: BERJE, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERJE, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERJE, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERJE, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERJE, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BERJE, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BERJE, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERJE, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERJE, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006685945
Policy instance 3
Insurance contract or identification number006685945
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $639
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $293
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered205
Insurance policy start date2022-10-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number728178
Policy instance 1
Insurance contract or identification number728178
Number of Individuals Covered205
Insurance policy start date2022-10-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number53179
Policy instance 1
Insurance contract or identification number53179
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number53179
Policy instance 1
Insurance contract or identification number53179
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number53179
Policy instance 1
Insurance contract or identification number53179
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,586
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1586
Additional information about fees paid to insurance brokerCOST OF INSURANCE
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00485614
Policy instance 2
Insurance contract or identification number00485614
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number53179
Policy instance 1
Insurance contract or identification number53179
Number of Individuals Covered22
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $407
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $407
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00485614
Policy instance 2
Insurance contract or identification number00485614
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Insurance broker organization code?3
Insurance broker nameTHE ROSENTHAL INSURANCE GROUP
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number53179
Policy instance 1
Insurance contract or identification number53179
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $454
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $454
Insurance broker organization code?3
Insurance broker nameGREINER RONALD M
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00485614
Policy instance 2
Insurance contract or identification number00485614
Number of Individuals Covered128
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $12,169
Total amount of fees paid to insurance companyUSD $2,040
Commission paid to Insurance BrokerUSD $12,169
Amount paid for insurance broker fees2040
Insurance broker organization code?3
Insurance broker nameTHE ROSENTHAL INSURANCE GROUP
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number53179
Policy instance 1
Insurance contract or identification number53179
Number of Individuals Covered23
Total amount of commissions paid to insurance brokerUSD $470
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $470
Insurance broker organization code?4
Insurance broker nameGREINER RONALD M
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number53179
Policy instance 1
Insurance contract or identification number53179
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $469
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $469
Insurance broker organization code?3
Insurance broker nameGREINER RONALD M

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