BERARDI PARTNERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 23 |
| Total of all active and inactive participants | 2023-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 71 |
| Number of participants with account balances | 2023-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
| 2022: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 21 |
| Total of all active and inactive participants | 2022-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 64 |
| Number of participants with account balances | 2022-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 24 |
| Total of all active and inactive participants | 2021-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 60 |
| Number of participants with account balances | 2021-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 24 |
| Total of all active and inactive participants | 2020-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 65 |
| Number of participants with account balances | 2020-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 24 |
| Total of all active and inactive participants | 2019-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 65 |
| Number of participants with account balances | 2019-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
| Total of all active and inactive participants | 2018-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 63 |
| Number of participants with account balances | 2018-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 17 |
| Total of all active and inactive participants | 2017-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 51 |
| Number of participants with account balances | 2017-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 10 |
| Total of all active and inactive participants | 2016-01-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 46 |
| Number of participants with account balances | 2016-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 41 |
| Number of participants with account balances | 2015-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 38 |
| Number of participants with account balances | 2014-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 28 |
| Number of participants with account balances | 2013-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 30 |
| Number of participants with account balances | 2012-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 26 |
| Number of participants with account balances | 2011-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2010: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 24 |
| Number of participants with account balances | 2010-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
| 2009: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 29 |
| Number of participants with account balances | 2009-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| 2008: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
| Total of all active and inactive participants | 2008-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 29 |
| Number of participants with account balances | 2008-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $11,655,785 |
| Total plan liabilities at beginning of year | 2023-12-31 | $12,230,196 |
| Total income from all sources | 2023-12-31 | $-1,391,255 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $163,506 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $45,224 |
| Total plan assets at end of year | 2023-12-31 | $1,169,520 |
| Total plan assets at beginning of year | 2023-12-31 | $3,298,692 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $118,282 |
| Other income received | 2023-12-31 | $-2,085,888 |
| Net income (gross income less expenses) | 2023-12-31 | $-1,554,761 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $-10,486,265 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-8,931,504 |
| Assets. Value of employer securities | 2023-12-31 | $1,106,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $694,633 |
| 2022 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $12,230,196 |
| Total income from all sources | 2022-12-31 | $-10,342,705 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $602,410 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $152,799 |
| Total plan assets at end of year | 2022-12-31 | $3,298,692 |
| Total plan assets at beginning of year | 2022-12-31 | $2,013,611 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $449,611 |
| Other income received | 2022-12-31 | $-11,473,133 |
| Net income (gross income less expenses) | 2022-12-31 | $-10,945,115 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-8,931,504 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,013,611 |
| Assets. Value of employer securities | 2022-12-31 | $3,197,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,130,428 |
| 2021 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-23,866 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $2,013,611 |
| Total plan assets at beginning of year | 2021-12-31 | $2,037,477 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Other income received | 2021-12-31 | $-23,866 |
| Net income (gross income less expenses) | 2021-12-31 | $-23,866 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,013,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,037,477 |
| Assets. Value of employer securities | 2021-12-31 | $1,762,089 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $965,478 |
| Total plan assets at beginning of year | 2020-12-31 | $965,478 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Other income received | 2020-12-31 | $525,187 |
| Net income (gross income less expenses) | 2020-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $965,478 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $965,478 |
| Assets. Value of employer securities | 2020-12-31 | $674,650 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $74,665 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $54,307 |
| Total plan assets at end of year | 2019-12-31 | $965,478 |
| Total plan assets at beginning of year | 2019-12-31 | $890,813 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Other income received | 2019-12-31 | $74,665 |
| Net income (gross income less expenses) | 2019-12-31 | $74,665 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $965,478 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $890,813 |
| Assets. Value of employer securities | 2019-12-31 | $674,650 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $74,665 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $965,478 |
| Total plan assets at beginning of year | 2018-12-31 | $890,813 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Other income received | 2018-12-31 | $74,665 |
| Net income (gross income less expenses) | 2018-12-31 | $74,665 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $965,478 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $890,813 |
| Assets. Value of employer securities | 2018-12-31 | $674,650 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $145,093 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $890,813 |
| Total plan assets at beginning of year | 2017-12-31 | $745,720 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $145,093 |
| Net income (gross income less expenses) | 2017-12-31 | $145,093 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $890,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $745,720 |
| Assets. Value of employer securities | 2017-12-31 | $599,985 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $211,610 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $745,720 |
| Total plan assets at beginning of year | 2016-12-31 | $534,110 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Other income received | 2016-12-31 | $211,610 |
| Net income (gross income less expenses) | 2016-12-31 | $211,610 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $745,720 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $534,110 |
| Assets. Value of employer securities | 2016-12-31 | $478,655 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $82,712 |
| Total income from all sources | 2015-12-31 | $114,468 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,878 |
| Total plan assets at end of year | 2015-12-31 | $534,110 |
| Total plan assets at beginning of year | 2015-12-31 | $505,232 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $2,878 |
| Other income received | 2015-12-31 | $112,230 |
| Net income (gross income less expenses) | 2015-12-31 | $111,590 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $534,110 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $422,520 |
| Assets. Value of employer securities | 2015-12-31 | $418,656 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $2,238 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $82,712 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $183,005 |
| Total plan assets at beginning of year | 2014-12-31 | $183,005 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,430 |
| Other income received | 2014-12-31 | $82,665 |
| Net income (gross income less expenses) | 2014-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $183,005 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $183,005 |
| Assets. Value of employer securities | 2014-12-31 | $183,005 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $40,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $53,654 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $183,005 |
| Total plan assets at beginning of year | 2013-12-31 | $129,351 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $9,945 |
| Other income received | 2013-12-31 | $-16,346 |
| Net income (gross income less expenses) | 2013-12-31 | $53,654 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $183,005 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $129,351 |
| Assets. Value of employer securities | 2013-12-31 | $183,005 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $70,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $-19,709 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $288 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $129,351 |
| Total plan assets at beginning of year | 2012-12-31 | $149,348 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $-89,711 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-19,997 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $129,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $149,348 |
| Assets. Value of employer securities | 2012-12-31 | $126,957 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $70,002 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $288 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $279,425 |
| Total plan liabilities at beginning of year | 2011-12-31 | $342,783 |
| Total income from all sources | 2011-12-31 | $227,249 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $16,643 |
| Total plan assets at end of year | 2011-12-31 | $400,459 |
| Total plan assets at beginning of year | 2011-12-31 | $253,211 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $16,643 |
| Other income received | 2011-12-31 | $147,249 |
| Net income (gross income less expenses) | 2011-12-31 | $210,606 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $121,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $-89,572 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $80,000 |
| 2010 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $342,783 |
| Total plan liabilities at beginning of year | 2010-12-31 | $338,783 |
| Total income from all sources | 2010-12-31 | $90,981 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $17,333 |
| Total plan assets at end of year | 2010-12-31 | $253,211 |
| Total plan assets at beginning of year | 2010-12-31 | $175,563 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $17,333 |
| Other income received | 2010-12-31 | $77,648 |
| Net income (gross income less expenses) | 2010-12-31 | $73,648 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $-89,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $-163,220 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,333 |
| 2009 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
|---|
| Total plan liabilities at end of year | 2009-12-31 | $338,783 |
| Total plan liabilities at beginning of year | 2009-12-31 | $373,991 |
| Total income from all sources | 2009-12-31 | $4,903 |
| Expenses. Total of all expenses incurred | 2009-12-31 | $18,126 |
| Total plan assets at end of year | 2009-12-31 | $175,563 |
| Total plan assets at beginning of year | 2009-12-31 | $223,994 |
| Value of fidelity bond covering the plan | 2009-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2009-12-31 | $18,126 |
| Other income received | 2009-12-31 | $-48,430 |
| Net income (gross income less expenses) | 2009-12-31 | $-13,223 |
| Net plan assets at end of year (total assets less liabilities) | 2009-12-31 | $-163,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-12-31 | $-149,997 |
| Assets. Value of employer securities | 2009-12-31 | $159,996 |
| Total contributions received or receivable from employer(s) | 2009-12-31 | $53,333 |
| 2008 : BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k financial data |
|---|
| Total plan liabilities at end of year | 2008-12-31 | $373,991 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $-149,997 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $0 |
| Total plan assets at end of year | 2008-12-31 | $223,994 |
| Total plan assets at beginning of year | 2008-12-31 | $0 |
| Value of fidelity bond covering the plan | 2008-12-31 | $500,000 |
| Other income received | 2008-12-31 | $-149,997 |
| Net income (gross income less expenses) | 2008-12-31 | $-149,997 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $-149,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $0 |
| Assets. Value of employer securities | 2008-12-31 | $223,994 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
| 2023: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | First time form 5500 has been submitted | Yes |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
