Bergmeyer Associates, Inc. 401(K) Plan — Form 5500 plan (Bergmeyer Associates, Inc.)
Plain-English plan 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, Bergmeyer Associates, Inc. 401(K) Plan is a benefit plan reported by Bergmeyer Associates, Inc. under EIN 04-2557775 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bergmeyer Associates, Inc.
- EIN
- 04-2557775
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241212102602NAL0007773971001 |
| 2023 | 206 | H, C | 20241015115318NAL0057343074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,599,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,599,875
- Net assets (BOY)
- $10,717,538
Income & contributions
- Employer contributions
- $71,329
- Participant contributions
- $763,870
- Total contributions
- $908,583
- Total income / additions
- $3,057,225
Expenses & distributions
- Benefits paid
- $1,124,856
- Administrative expenses
- $50,032
- Total expenses
- $1,174,888
- Net increase / (decrease)
- $1,882,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,031 | $0 | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $28,157 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,024 | $0 | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $7,334 | 2023 |