2023 Form 5500 filing — The Berdon Llp Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905120638NAL0034934144001) for The Berdon Llp Retirement Plan, reported by Berdon Llp under EIN 13-0485070 and plan number 001. It reports 668 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905120638NAL0034934144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berdon Llp
- EIN
- 13-0485070
- Plan number
- 001
- Location
- New York, NY
- Participants
- 668
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $186,734
- Employer contributions
- $0
- Participant contributions
- $704,786
- Total income / additions
- $7,993,186
- Benefits paid
- $103,827,592
- Administrative expenses
- -$2,569
- Total expenses
- $103,848,124
- Net increase / (decrease)
- -$95,854,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Efpr Group, Cpas, Pllc | CONSULTANT | $11,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,343 | $0 |