DOUG BERG INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about DOUG BERG INSURANCE AGENCY, INC.
Submission information for form 5500 for 401k plan DOUG BERG INSURANCE AGENCY RETIRMENT PLAN
| Measure | Date | Value |
|---|
| 2022: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 1 |
| Number of participants with account balances | 2022-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 1 |
| Number of participants with account balances | 2021-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 1 |
| Number of participants with account balances | 2020-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| 2017: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| 2016: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| 2015: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| Number of participants with account balances | 2015-01-01 | 1 |
| 2014: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| Number of participants with account balances | 2014-01-01 | 1 |
| 2013: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 1 |
| Number of participants with account balances | 2013-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $260,315 |
| Total plan assets at beginning of year | 2022-12-31 | $260,315 |
| Net income (gross income less expenses) | 2022-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $260,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $260,315 |
| Assets. Value of employer securities | 2022-12-31 | $260,315 |
| 2021 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $260,315 |
| Total plan assets at beginning of year | 2021-12-31 | $260,315 |
| Net income (gross income less expenses) | 2021-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $260,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $260,315 |
| Assets. Value of employer securities | 2021-12-31 | $260,315 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-45,685 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $260,315 |
| Total plan assets at beginning of year | 2020-12-31 | $306,000 |
| Other income received | 2020-12-31 | $-45,685 |
| Net income (gross income less expenses) | 2020-12-31 | $-45,685 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $260,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $306,000 |
| Assets. Value of employer securities | 2020-12-31 | $260,315 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $13,300 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $306,000 |
| Total plan assets at beginning of year | 2019-12-31 | $292,700 |
| Other income received | 2019-12-31 | $13,300 |
| Net income (gross income less expenses) | 2019-12-31 | $13,300 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $306,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $292,700 |
| Assets. Value of employer securities | 2019-12-31 | $306,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $21,700 |
| Total plan assets at end of year | 2018-12-31 | $292,700 |
| Total plan assets at beginning of year | 2018-12-31 | $271,000 |
| Other income received | 2018-12-31 | $21,700 |
| Net income (gross income less expenses) | 2018-12-31 | $21,700 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $292,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $271,000 |
| Assets. Value of employer securities | 2018-12-31 | $292,700 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $-4,000 |
| Total plan assets at end of year | 2017-12-31 | $271,000 |
| Total plan assets at beginning of year | 2017-12-31 | $275,000 |
| Other income received | 2017-12-31 | $-4,000 |
| Net income (gross income less expenses) | 2017-12-31 | $-4,000 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $271,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $275,000 |
| Assets. Value of employer securities | 2017-12-31 | $271,000 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| 2016 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $15,000 |
| Total plan assets at end of year | 2016-12-31 | $275,000 |
| Total plan assets at beginning of year | 2016-12-31 | $260,000 |
| Other income received | 2016-12-31 | $15,000 |
| Net income (gross income less expenses) | 2016-12-31 | $15,000 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $275,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $260,000 |
| Assets. Value of employer securities | 2016-12-31 | $275,000 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| 2015 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2015 401k financial data |
|---|
| Total plan assets at end of year | 2015-12-31 | $260,000 |
| Total plan assets at beginning of year | 2015-12-31 | $260,000 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $260,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $260,000 |
| Assets. Value of employer securities | 2015-12-31 | $260,000 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| 2014 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $176,544 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5 |
| Total plan assets at end of year | 2014-12-31 | $260,000 |
| Total plan assets at beginning of year | 2014-12-31 | $83,461 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $12,000 |
| Other income received | 2014-12-31 | $164,544 |
| Net income (gross income less expenses) | 2014-12-31 | $176,539 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $260,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $83,461 |
| Assets. Value of employer securities | 2014-12-31 | $260,000 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $83,466 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $5 |
| Total plan assets at end of year | 2013-12-31 | $83,461 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $83,466 |
| Net income (gross income less expenses) | 2013-12-31 | $83,461 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $83,461 |
| Assets. Value of employer securities | 2013-12-31 | $83,200 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2022: DOUG BERG INSURANCE AGENCY RETIRMENT 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: DOUG BERG INSURANCE AGENCY RETIRMENT 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: DOUG BERG INSURANCE AGENCY RETIRMENT 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: DOUG BERG INSURANCE AGENCY RETIRMENT 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: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DOUG BERG INSURANCE AGENCY RETIRMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
