2023 Form 5500 filing — Berg Pipe 401(K) Incentive Savings & 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 20241009160252NAL0009385059001) for Berg Pipe 401(K) Incentive Savings & Retirement Plan, reported by Berg Europipe Holding Corp. under EIN 13-3203540 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160252NAL0009385059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berg Europipe Holding Corp.
- EIN
- 13-3203540
- Plan number
- 001
- Location
- Panama City, FL
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,018,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,018,440
- Employer contributions
- $1,185,027
- Participant contributions
- $2,248,912
- Total income / additions
- $9,173,537
- Benefits paid
- $3,665,643
- Administrative expenses
- $118,772
- Total expenses
- $3,788,515
- Net increase / (decrease)
- $5,385,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $97,870 | $0 |
| Merrill Lynch Pierce Fenner & Smith | OTHER | $8,750 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $2,223 | not reported in the loaded dataset |
| Empower Trust Company LLC | CONTRACT ADMIN | $300 | not reported in the loaded dataset |