Logo

BERKELEY BIONICS, INC. 401(K) PLAN 401k Plan overview

Plan NameBERKELEY BIONICS, INC. 401(K) PLAN
Plan identification number 001

BERKELEY BIONICS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:EKSO BIONICS, INC.
Employer identification number (EIN):870741846
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERKELEY BIONICS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JEROME WONG
0012023-01-01
0012023-01-01JEROME WONG
0012022-01-01
0012022-01-01JEROME WONG
0012021-01-01
0012021-01-01JEROME WONG
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAQUISE COLBERT2018-07-31 LAQUISE COLBERT2018-07-31
0012016-01-01LAQUISE COLBERT2017-05-30
0012015-01-01LAQUISE COLBERT2016-07-28
0012014-01-01LAQUISE COLBERT2015-07-21
0012013-01-01OFHIR AGMON2014-07-17
0012012-01-01DONNA TRAUGER2013-07-18
0012011-01-01RONG WANG2012-07-31
0012010-01-01RUSS ANGOLD2011-07-25
0012009-01-01RUSS ANGOLD

Financial Data on BERKELEY BIONICS, INC. 401(K) PLAN

Measure Date Value
2024 : BERKELEY BIONICS, INC. 401(K) PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$1,532,136
Expenses. Total of all expenses incurred2024-01-01$893,224
Benefits paid (including direct rollovers)2024-01-01$844,834
Total plan assets at end of year2024-01-01$6,443,607
Total plan assets at beginning of year2024-01-01$5,804,695
Value of fidelity bond covering the plan2024-01-01$1,000,000
Total contributions received or receivable from participants2024-01-01$774,321
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$202,584
Other income received2024-01-01$228,681
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$638,912
Net plan assets at end of year (total assets less liabilities)2024-01-01$6,443,607
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$5,804,695
Assets. Value of participant loans2024-01-01$36,050
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2024-01-01$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2024-01-01$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022024-01-01$0
Assets. Value of employer securities2024-01-01$183,788
Total contributions received or receivable from employer(s)2024-01-01$326,550
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$48,390
2023 : BERKELEY BIONICS, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,236,504
Expenses. Total of all expenses incurred2023-12-31$394,539
Benefits paid (including direct rollovers)2023-12-31$357,330
Total plan assets at end of year2023-12-31$5,804,695
Total plan assets at beginning of year2023-12-31$3,962,730
Value of fidelity bond covering the plan2023-12-31$1,000,000
Total contributions received or receivable from participants2023-12-31$724,875
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$239,343
Other income received2023-12-31$1,070,575
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,841,965
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,804,695
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,962,730
Assets. Value of participant loans2023-12-31$10,640
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2023-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$565,102
Total contributions received or receivable from employer(s)2023-12-31$201,711
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$37,209
2022 : BERKELEY BIONICS, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-180,484
Expenses. Total of all expenses incurred2022-12-31$453,541
Benefits paid (including direct rollovers)2022-12-31$417,463
Total plan assets at end of year2022-12-31$3,962,730
Total plan assets at beginning of year2022-12-31$4,596,755
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$507,797
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$79,592
Other income received2022-12-31$-959,326
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-634,025
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,962,730
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,596,755
Assets. Value of participant loans2022-12-31$15,628
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$110,074
Total contributions received or receivable from employer(s)2022-12-31$191,453
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$36,078
2021 : BERKELEY BIONICS, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$973,837
Expenses. Total of all expenses incurred2021-12-31$654,664
Benefits paid (including direct rollovers)2021-12-31$606,897
Total plan assets at end of year2021-12-31$4,596,755
Total plan assets at beginning of year2021-12-31$4,277,582
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$421,694
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$82,185
Other income received2021-12-31$469,958
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$319,173
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,596,755
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,277,582
Assets. Value of participant loans2021-12-31$19,073
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$22,640
Assets. Value of employer securities2021-12-31$129,418
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$47,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BERKELEY BIONICS, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,151,518
Expenses. Total of all expenses incurred2020-12-31$558,374
Benefits paid (including direct rollovers)2020-12-31$512,222
Total plan assets at end of year2020-12-31$4,277,582
Total plan assets at beginning of year2020-12-31$3,684,438
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$450,905
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$5,586
Other income received2020-12-31$527,563
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$593,144
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,277,582
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,684,438
Assets. Value of participant loans2020-12-31$23,782
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$22,640
Assets. Value of employer securities2020-12-31$189,922
Total contributions received or receivable from employer(s)2020-12-31$167,464
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$46,152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BERKELEY BIONICS, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,309,200
Expenses. Total of all expenses incurred2019-12-31$823,684
Benefits paid (including direct rollovers)2019-12-31$777,866
Total plan assets at end of year2019-12-31$3,684,438
Total plan assets at beginning of year2019-12-31$3,198,922
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$419,579
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$543,282
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$485,516
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,684,438
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,198,922
Assets. Value of participant loans2019-12-31$7,427
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Assets. Value of employer securities2019-12-31$71,441
Total contributions received or receivable from employer(s)2019-12-31$346,339
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$45,818
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BERKELEY BIONICS, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$374,896
Expenses. Total of all expenses incurred2018-12-31$737,355
Benefits paid (including direct rollovers)2018-12-31$692,621
Total plan assets at end of year2018-12-31$3,198,922
Total plan assets at beginning of year2018-12-31$3,561,381
Value of fidelity bond covering the plan2018-12-31$1,000
Total contributions received or receivable from participants2018-12-31$549,812
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$184,661
Other income received2018-12-31$-359,577
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-362,459
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,198,922
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,561,381
Assets. Value of participant loans2018-12-31$29,346
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Assets. Value of employer securities2018-12-31$121,104
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$1,594
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$43,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for BERKELEY BIONICS, INC. 401(K) PLAN

2023: BERKELEY BIONICS, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BERKELEY BIONICS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERKELEY BIONICS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERKELEY BIONICS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERKELEY BIONICS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERKELEY BIONICS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2009: BERKELEY BIONICS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number624796
Policy instance 1
Insurance contract or identification number624796
Number of Individuals Covered87
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number624796
Policy instance 1
Insurance contract or identification number624796
Number of Individuals Covered72
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number624796
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number624796
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number624796
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number624796
Policy instance 1

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

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

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

See full terms and conditions

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