DRS. RUSSELL, BERKEBILE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about DRS. RUSSELL, BERKEBILE & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN
401k plan membership statisitcs for DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
| Total of all active and inactive participants | 2022-01-01 | 30 |
| Total participants | 2022-01-01 | 30 |
| Number of participants with account balances | 2022-01-01 | 29 |
| 2021: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
| Total of all active and inactive participants | 2021-01-01 | 33 |
| Total participants | 2021-01-01 | 33 |
| Number of participants with account balances | 2021-01-01 | 32 |
| 2020: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
| Total of all active and inactive participants | 2020-01-01 | 30 |
| Total participants | 2020-01-01 | 30 |
| Number of participants with account balances | 2020-01-01 | 30 |
| 2019: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13 |
| Total of all active and inactive participants | 2019-01-01 | 29 |
| Total participants | 2019-01-01 | 29 |
| Number of participants with account balances | 2019-01-01 | 29 |
| 2018: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 15 |
| Total of all active and inactive participants | 2018-01-01 | 31 |
| Total participants | 2018-01-01 | 31 |
| Number of participants with account balances | 2018-01-01 | 30 |
| 2017: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15 |
| Total of all active and inactive participants | 2017-01-01 | 30 |
| Total participants | 2017-01-01 | 30 |
| Number of participants with account balances | 2017-01-01 | 30 |
| 2016: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 21 |
| Total of all active and inactive participants | 2016-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 33 |
| Number of participants with account balances | 2016-01-01 | 33 |
| 2015: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 34 |
| Total participants | 2015-01-01 | 34 |
| Number of participants with account balances | 2015-01-01 | 34 |
| 2014: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
| Total of all active and inactive participants | 2014-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 36 |
| Number of participants with account balances | 2014-01-01 | 35 |
| 2013: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 16 |
| Total of all active and inactive participants | 2013-01-01 | 36 |
| Total participants | 2013-01-01 | 36 |
| Number of participants with account balances | 2013-01-01 | 36 |
| 2012: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
| Total of all active and inactive participants | 2012-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 36 |
| Number of participants with account balances | 2012-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 17 |
| Total of all active and inactive participants | 2011-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 40 |
| Number of participants with account balances | 2011-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 19 |
| Total of all active and inactive participants | 2010-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 43 |
| Number of participants with account balances | 2010-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 26 |
| Total of all active and inactive participants | 2009-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 50 |
| Number of participants with account balances | 2009-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-4,085,874 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,422,984 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $2,422,470 |
| Total plan assets at end of year | 2022-12-31 | $14,388,631 |
| Total plan assets at beginning of year | 2022-12-31 | $20,897,489 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $186,327 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $53,331 |
| Other income received | 2022-12-31 | $-4,524,625 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-6,508,858 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $14,388,631 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,897,489 |
| Assets. Value of participant loans | 2022-12-31 | $6,808 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $199,093 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $514 |
| 2021 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $4,796,432 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,544,897 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $4,544,556 |
| Total plan assets at end of year | 2021-12-31 | $20,897,489 |
| Total plan assets at beginning of year | 2021-12-31 | $20,645,954 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $232,795 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $9,527 |
| Other income received | 2021-12-31 | $4,216,230 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $251,535 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,897,489 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $20,645,954 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $337,880 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $341 |
| 2020 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $6,591,674 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,330,212 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $4,330,008 |
| Total plan assets at end of year | 2020-12-31 | $20,645,954 |
| Total plan assets at beginning of year | 2020-12-31 | $18,384,492 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $284,690 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $17 |
| Other income received | 2020-12-31 | $5,951,267 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $2,261,462 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $20,645,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,384,492 |
| Assets. Value of participant loans | 2020-12-31 | $2,754 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $355,700 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $204 |
| 2019 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $6,170,597 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,886,511 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $6,886,386 |
| Total plan assets at end of year | 2019-12-31 | $18,384,492 |
| Total plan assets at beginning of year | 2019-12-31 | $19,100,406 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $199,655 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $5,707,044 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-715,914 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $18,384,492 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,100,406 |
| Assets. Value of participant loans | 2019-12-31 | $757 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $263,898 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $125 |
| 2018 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-612,260 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,337,205 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,337,104 |
| Total plan assets at end of year | 2018-12-31 | $19,100,406 |
| Total plan assets at beginning of year | 2018-12-31 | $22,049,871 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $230,425 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $4,500 |
| Other income received | 2018-12-31 | $-1,115,532 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,949,465 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $19,100,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $22,049,871 |
| Assets. Value of participant loans | 2018-12-31 | $12,957 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $268,347 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $101 |
| 2017 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| 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 | $4,780,463 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,194,794 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $3,194,715 |
| Total plan assets at end of year | 2017-12-31 | $22,049,871 |
| Total plan assets at beginning of year | 2017-12-31 | $20,464,202 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $191,178 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $119,471 |
| Other income received | 2017-12-31 | $4,123,621 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,585,669 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $22,049,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $20,464,202 |
| Assets. Value of participant loans | 2017-12-31 | $23,179 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $346,193 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $79 |
| 2016 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $2,654,554 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $607,085 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $606,284 |
| Total plan assets at end of year | 2016-12-31 | $20,464,202 |
| Total plan assets at beginning of year | 2016-12-31 | $18,416,733 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $286,775 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $1,885,021 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $2,047,469 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $20,464,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,416,733 |
| Assets. Value of participant loans | 2016-12-31 | $26,700 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $482,758 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $801 |
| 2015 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $790,004 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,473,241 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,474,003 |
| Total plan assets at end of year | 2015-12-31 | $18,416,733 |
| Total plan assets at beginning of year | 2015-12-31 | $20,099,970 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $315,441 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-54,360 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,683,237 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $18,416,733 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,099,970 |
| Assets. Value of participant loans | 2015-12-31 | $34,801 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $528,923 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $-882 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $120 |
| 2014 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $2,605,900 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,235,003 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,234,082 |
| Total plan assets at end of year | 2014-12-31 | $20,099,970 |
| Total plan assets at beginning of year | 2014-12-31 | $18,729,073 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $316,747 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $1,781,715 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $1,370,897 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $20,099,970 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,729,073 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $507,438 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $876 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $45 |
| 2013 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $3,474,891 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $18,515 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $18,314 |
| Total plan assets at end of year | 2013-12-31 | $18,729,073 |
| Total plan assets at beginning of year | 2013-12-31 | $15,272,697 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $283,955 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $2,751,931 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $3,456,376 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $18,729,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,272,697 |
| Assets. Value of participant loans | 2013-12-31 | $7,115 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $439,005 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $201 |
| 2012 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $2,612,987 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,057,261 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,057,173 |
| Total plan assets at end of year | 2012-12-31 | $15,272,697 |
| Total plan assets at beginning of year | 2012-12-31 | $13,716,971 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $263,007 |
| Other income received | 2012-12-31 | $1,851,165 |
| Net income (gross income less expenses) | 2012-12-31 | $1,555,726 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $15,272,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,716,971 |
| Assets. Value of participant loans | 2012-12-31 | $14,999 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $498,815 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $88 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,026,846 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,504,897 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $4,504,766 |
| Total plan assets at end of year | 2011-12-31 | $13,716,971 |
| Total plan assets at beginning of year | 2011-12-31 | $17,195,022 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $278,720 |
| Other income received | 2011-12-31 | $256,409 |
| Net income (gross income less expenses) | 2011-12-31 | $-3,478,051 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $13,716,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,195,022 |
| Assets. Value of participant loans | 2011-12-31 | $36,298 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $491,717 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $131 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $2,683,806 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $719,461 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $719,313 |
| Total plan assets at end of year | 2010-12-31 | $17,195,022 |
| Total plan assets at beginning of year | 2010-12-31 | $15,230,677 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $279,613 |
| Other income received | 2010-12-31 | $1,993,229 |
| Net income (gross income less expenses) | 2010-12-31 | $1,964,345 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $17,195,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $15,230,677 |
| Assets. Value of participant loans | 2010-12-31 | $66,008 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $410,964 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $148 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | 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: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | 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: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | 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: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING 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: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING 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: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING 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 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING 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: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING 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: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING 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: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 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: DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING 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 |
