2023 Form 5500 filing — Berexco LLC 401(K) 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 20241014165448NAL0013654899001) for Berexco LLC 401(K) Plan, reported by Berexco LLC under EIN 27-0937886 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165448NAL0013654899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berexco LLC
- EIN
- 27-0937886
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,753,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,753,378
- Employer contributions
- $598,350
- Participant contributions
- $1,372,523
- Total income / additions
- $7,500,530
- Benefits paid
- $3,363,584
- Administrative expenses
- $76,528
- Total expenses
- $3,440,112
- Net increase / (decrease)
- $4,060,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Hays Financial Group, LLC | INVESTMENT ADVISOR | $53,516 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,202 | $0 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $500 | not reported in the loaded dataset |