2023 Form 5500 filing — Bertera Dealerships 401(K) 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 20240930155940NAL0009777056001) for Bertera Dealerships 401(K) Plan & Trust, reported by Amb & Rg Enterprises, LLC under EIN 52-2239317 and plan number 002. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.8MReported net assets$12,814,627
Participants277
Provider compensation$5801 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240930155940NAL0009777056001
- Plan sponsor
- Amb & Rg Enterprises, LLC
- EIN
- 52-2239317
- Plan number
- 002
- Location
- West Springfield, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,814,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,814,627
- Employer contributions
- $87,595
- Participant contributions
- $558,952
- Total income / additions
- $2,473,728
- Benefits paid
- $503,699
- Administrative expenses
- $11,066
- Total expenses
- $544,351
- Net increase / (decrease)
- $1,929,377
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $580 | not reported in the loaded dataset |