2023 Form 5500 filing — Bergmeyer Associates, Inc. 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 20241212102602NAL0007773971001) for Bergmeyer Associates, Inc. 401(K) Plan, reported by Bergmeyer Associates, Inc. under EIN 04-2557775 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212102602NAL0007773971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bergmeyer Associates, Inc.
- EIN
- 04-2557775
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,599,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,599,875
- Employer contributions
- $71,329
- Participant contributions
- $763,870
- Total income / additions
- $3,057,225
- Benefits paid
- $1,124,856
- Administrative expenses
- $50,032
- Total expenses
- $1,174,888
- Net increase / (decrease)
- $1,882,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,031 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $28,157 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,024 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $7,334 |