2023 Form 5500 filing — Berkeley Citizens, Inc. 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 20250403094349NAL0019550402001) for Berkeley Citizens, Inc. Retirement Plan, reported by Berkeley Citizens, Inc under EIN 57-0698682 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403094349NAL0019550402001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkeley Citizens, Inc
- EIN
- 57-0698682
- Plan number
- 001
- Location
- Moncks Corner, SC
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,066,292
- Net assets (EOY)
- $6,066,292
- Employer contributions
- $735,527
- Participant contributions
- $175,426
- Total income / additions
- $1,770,462
- Benefits paid
- $1,078,944
- Administrative expenses
- $32,709
- Total expenses
- $1,111,653
- Net increase / (decrease)
- $658,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $16,560 | $0 |
| Osaic Wealth Inc | INVESTMENT ADVISORY | $10,586 | not reported in the loaded dataset |
| South State Advisory | RECORDKEEPER | $5,563 | $0 |