2023 Form 5500 filing — Berry Contracting, Inc. Employee Profit Sharing Plan & Trust
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 20240913104929NAL0005034035001) for Berry Contracting, Inc. Employee Profit Sharing Plan & Trust, reported by Berry Gp, Inc. D/B/A/ Berry Contracting, Inc. under EIN 74-1239592 and plan number 001. It reports 1,881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913104929NAL0005034035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berry Gp, Inc. D/B/A/ Berry Contracting, Inc.
- EIN
- 74-1239592
- Plan number
- 001
- Location
- Corpus Christi, TX
- Participants
- 1,881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,300,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,300,581
- Employer contributions
- $1,065,484
- Participant contributions
- $3,528,924
- Total income / additions
- $11,131,458
- Benefits paid
- $5,728,004
- Administrative expenses
- $140,493
- Total expenses
- $5,923,532
- Net increase / (decrease)
- $5,207,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Next Financial Group | ADVISOR | $102,972 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,196 | $0 |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $17,325 | not reported in the loaded dataset |