The Berdon Llp Retirement Plan — Form 5500 plan (Berdon Llp)
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, The Berdon Llp Retirement Plan is a benefit plan reported by Berdon Llp under EIN 13-0485070 and plan number 001. The latest loaded filing year is 2023. The filing reports 668 participants and $186,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berdon Llp
- EIN
- 13-0485070
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 668
- End-of-year plan assets
- $186,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 668 | H, C | 20240905120638NAL0034934144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $186,734
- Net assets (BOY)
- $96,041,672
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $704,786
- Total contributions
- $705,553
- Total income / additions
- $7,993,186
Expenses & distributions
- Benefits paid
- $103,827,592
- Administrative expenses
- -$2,569
- Total expenses
- $103,848,124
- Net increase / (decrease)
- -$95,854,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Efpr Group, Cpas, Pllc | CONSULTANT | $11,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,343 | $0 | 2023 |