2023 Form 5500 filing — Berkel & Company Contractors, Inc. Deferred Wage Retirement 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 20241008113942NAL0017479185001) for Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust, reported by Berkel & Company Contractors, Inc. under EIN 48-0650969 and plan number 002. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113942NAL0017479185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkel & Company Contractors, Inc.
- EIN
- 48-0650969
- Plan number
- 002
- Location
- Bonner Springs, KS
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,608,166
- Total liabilities (EOY)
- $152
- Net assets (EOY)
- $29,608,014
- Employer contributions
- $856,603
- Participant contributions
- $1,789,481
- Total income / additions
- $7,009,008
- Benefits paid
- $673,416
- Administrative expenses
- $143,705
- Total expenses
- $817,121
- Net increase / (decrease)
- $6,191,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of Labor Trust Division | TRUSTEE INV ADV | $71,783 | not reported in the loaded dataset |
| North American K-Trade Alliance LLC | RECORDKEEPER | $51,307 | not reported in the loaded dataset |
| Demars Pension Consulting Svcs Inc | ADMINISTRATIVE EXPENSE | $20,462 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKER | $313 | $0 |