Plan5500

R.F. Berkheimer And Sons, Inc. Employee Benefit Plan — Form 5500 plan (R. F. Berkheimer And Sons, 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, R.F. Berkheimer And Sons, Inc. Employee Benefit Plan is a benefit plan reported by R. F. Berkheimer And Sons, Inc. under EIN 23-1674485 and plan number 501. The latest loaded filing year is 2023. The filing reports 92 participants and $9,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R. F. Berkheimer And Sons, Inc.
EIN
23-1674485
Plan number
501
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
92
End-of-year plan assets
$9,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202392I, C20240611071003NAL0012997379001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$9,326
Total liabilities (EOY)
$102,305
Net assets (EOY)
-$92,979
Net assets (BOY)
-$18,094

Income & contributions

Employer contributions
$413,997
Participant contributions
$163,371
Total income / additions
$578,272

Expenses & distributions

Benefits paid
$425,451
Administrative expenses
$3,744
Total expenses
$653,157
Net increase / (decrease)
-$74,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown & Brown (Pa)BROKER$26,208not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$11,605not reported in the loaded dataset2023
Capital BluecrossADMIN$3,744not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,276not reported in the loaded dataset2023
InnovuBROKER$2,484not reported in the loaded dataset2023

Related Form 5500 pages