Logo

LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameLOUIS BERGER EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

LOUIS BERGER EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE LOUIS BERGER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE LOUIS BERGER GROUP, INC.
Employer identification number (EIN):221754524
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about THE LOUIS BERGER GROUP, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3093603

More information about THE LOUIS BERGER GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUIS BERGER EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01LUKE MCKINNON
0012013-01-01FILED WITH AUTHORIZED SIGNATURE
0012012-01-01LUKE MCKINNON
0012011-01-01LUKE MCKINNON
0012010-01-01LUKE MCKINNON
0012009-01-01LUKE MCKINNON
0012009-01-01PAUL PEARLSON
0012009-01-01

Plan Statistics for LOUIS BERGER EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for LOUIS BERGER EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2015: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of retired or separated participants receiving benefits2014-01-0135
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01263
Total number of active participants reported on line 7a of the Form 55002013-01-0172
Number of retired or separated participants receiving benefits2013-01-0128
Number of other retired or separated participants entitled to future benefits2013-01-01130
Total of all active and inactive participants2013-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01267
Total number of active participants reported on line 7a of the Form 55002012-01-0180
Number of retired or separated participants receiving benefits2012-01-0128
Number of other retired or separated participants entitled to future benefits2012-01-01144
Total of all active and inactive participants2012-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01280
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-01142
Total of all active and inactive participants2011-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01295
Total number of active participants reported on line 7a of the Form 55002010-01-0198
Number of retired or separated participants receiving benefits2010-01-0127
Number of other retired or separated participants entitled to future benefits2010-01-01147
Total of all active and inactive participants2010-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01313
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-0126
Number of other retired or separated participants entitled to future benefits2009-01-01160
Total of all active and inactive participants2009-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOUIS BERGER EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2015 : LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$53,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,892
Total income from all sources (including contributions)2015-12-31$186,401
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,655,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,650,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$214,150
Value of total assets at end of year2015-12-31$53,794
Value of total assets at beginning of year2015-12-31$7,510,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,094
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$151,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$151,944
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$4,562,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$49
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$53,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$40,892
Administrative expenses (other) incurred2015-12-31$5,094
Total non interest bearing cash at end of year2015-12-31$53,794
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,469,123
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,469,123
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,089,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$166,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$166,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-179,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$214,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,087,563
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$253,650
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$65
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WISS & CO., LLP
Accountancy firm EIN2015-12-31221732349
2014 : LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-98,911
Total unrealized appreciation/depreciation of assets2014-12-31$-98,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,892
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$290,990
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,110,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$931,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$7,510,015
Value of total assets at beginning of year2014-12-31$8,288,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$179,203
Total interest from all sources2014-12-31$42,065
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$347,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$49
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$21,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$40,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$179,203
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$96,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-819,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,469,123
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,288,729
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$7,089,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,136,344
Income. Interest from US Government securities2014-12-31$42,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$166,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,771
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$831,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Income. Dividends from common stock2014-12-31$347,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$931,393
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$253,650
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,154,685
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$65
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,032,777
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WISS & CO., LLP
Accountancy firm EIN2014-12-31221732349
2013 : LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$279,044
Total unrealized appreciation/depreciation of assets2013-12-31$279,044
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,634
Total income from all sources (including contributions)2013-12-31$634,744
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,059,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,059,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$8,288,729
Value of total assets at beginning of year2013-12-31$8,717,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$150
Total interest from all sources2013-12-31$46,621
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$277,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$180,869
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$21,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$37,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,634
Administrative expenses (other) incurred2013-12-31$150
Total non interest bearing cash at end of year2013-12-31$96,192
Total non interest bearing cash at beginning of year2013-12-31$72,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-424,565
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,288,729
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,713,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,136,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,836,951
Income. Interest from US Government securities2013-12-31$46,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$71,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$71,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9
Asset value of US Government securities at end of year2013-12-31$831,944
Asset value of US Government securities at beginning of year2013-12-31$2,762,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$31,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$96,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,059,159
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,154,685
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,752,414
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,032,777
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,183,894
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WISS & CO.,LLP
Accountancy firm EIN2013-12-31221732349
2012 : LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$112,493
Total unrealized appreciation/depreciation of assets2012-12-31$112,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$446,674
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$455,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$454,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$8,717,928
Value of total assets at beginning of year2012-12-31$8,721,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$270
Total interest from all sources2012-12-31$162,647
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$171,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$37,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$270
Total non interest bearing cash at end of year2012-12-31$72,784
Total non interest bearing cash at beginning of year2012-12-31$1,085,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-8,418
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,713,294
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,721,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,836,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$71,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$162,647
Asset value of US Government securities at end of year2012-12-31$2,762,490
Asset value of US Government securities at beginning of year2012-12-31$2,511,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$800,000
Income. Dividends from common stock2012-12-31$171,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$454,822
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,752,414
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$267,328
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,183,894
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,047,350
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WISS & CO., LLP
Accountancy firm EIN2012-12-31221732349
2011 : LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,284,355
Total unrealized appreciation/depreciation of assets2011-12-31$-1,284,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$47
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,399
Total income from all sources (including contributions)2011-12-31$91,107
Total loss/gain on sale of assets2011-12-31$31,153
Total of all expenses incurred2011-12-31$392,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$392,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,100,000
Value of total assets at end of year2011-12-31$7,299,993
Value of total assets at beginning of year2011-12-31$7,604,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$148
Total interest from all sources2011-12-31$58,596
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$185,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$427,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$15,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$47
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,399
Other income not declared elsewhere2011-12-31$376
Administrative expenses (other) incurred2011-12-31$148
Total non interest bearing cash at end of year2011-12-31$127,674
Total non interest bearing cash at beginning of year2011-12-31$230,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-301,796
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,299,946
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,601,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$723,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$219,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$219,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$58,596
Asset value of US Government securities at end of year2011-12-31$2,348,885
Asset value of US Government securities at beginning of year2011-12-31$2,234,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,100,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$900,000
Income. Dividends from common stock2011-12-31$185,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$392,755
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$256,783
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$256,864
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,415,436
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,746,973
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$31,153
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MORGENSTEIN & COMPANY, CPA'S PC
Accountancy firm EIN2011-12-31900003455
2010 : LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$376,665
Total unrealized appreciation/depreciation of assets2010-12-31$376,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,399
Total income from all sources (including contributions)2010-12-31$2,498,698
Total loss/gain on sale of assets2010-12-31$143
Total of all expenses incurred2010-12-31$969,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$950,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,900,000
Value of total assets at end of year2010-12-31$7,604,141
Value of total assets at beginning of year2010-12-31$6,072,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,245
Total interest from all sources2010-12-31$50,693
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$171,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$15,779
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,399
Other income not declared elsewhere2010-12-31$2
Administrative expenses (other) incurred2010-12-31$19,245
Total non interest bearing cash at end of year2010-12-31$230,086
Total non interest bearing cash at beginning of year2010-12-31$202,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,529,289
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,601,742
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,072,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$219,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$493,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$493,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$50,693
Asset value of US Government securities at end of year2010-12-31$2,234,463
Asset value of US Government securities at beginning of year2010-12-31$1,680,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,900,000
Employer contributions (assets) at end of year2010-12-31$900,000
Income. Dividends from common stock2010-12-31$171,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$950,164
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$256,864
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$251,488
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,746,973
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,436,902
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORGENSTEIN & COMPANY, CPA'S P.C.
Accountancy firm EIN2010-12-31900003455
2009 : LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOUIS BERGER EMPLOYEES' RETIREMENT PLAN

2015: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: LOUIS BERGER EMPLOYEES' 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOUIS BERGER EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1