Berg Pipe 401(K) Incentive Savings & Retirement Plan — Form 5500 plan (Berg Europipe Holding Corp.)
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, Berg Pipe 401(K) Incentive Savings & Retirement Plan is a benefit plan reported by Berg Europipe Holding Corp. under EIN 13-3203540 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $50,018,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berg Europipe Holding Corp.
- EIN
- 13-3203540
- Plan number
- 001
- Plan type
- 2
- Location
- Panama City, FL
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $50,018,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20241009160252NAL0009385059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,018,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,018,440
- Net assets (BOY)
- $44,633,418
Income & contributions
- Employer contributions
- $1,185,027
- Participant contributions
- $2,248,912
- Total contributions
- $4,113,094
- Total income / additions
- $9,173,537
Expenses & distributions
- Benefits paid
- $3,665,643
- Administrative expenses
- $118,772
- Total expenses
- $3,788,515
- Net increase / (decrease)
- $5,385,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $97,870 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | OTHER | $8,750 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $2,223 | not reported in the loaded dataset | 2023 |
| Empower Trust Company LLC | CONTRACT ADMIN | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berg Europipe Holding Corp.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Panama City, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Trust Company LLC — Schedule C compensation