Berkshire Systems Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Berkshire Systems Group, 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, Berkshire Systems Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Berkshire Systems Group, Inc under EIN 23-2218930 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $19,627,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berkshire Systems Group, Inc
EIN
23-2218930
Plan number
001
Plan type
2
Location
Reading, PA
Latest filing year
2023
Participants
159
End-of-year plan assets
$19,627,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20240916103240NAL0000986755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,627,379
Total liabilities (EOY)
$0
Net assets (EOY)
$19,627,379
Net assets (BOY)
$17,160,704

Income & contributions

Employer contributions
$265,718
Participant contributions
$1,007,310
Total contributions
$1,447,499
Total income / additions
$3,972,375

Expenses & distributions

Benefits paid
$1,421,470
Administrative expenses
$84,230
Total expenses
$1,505,700
Net increase / (decrease)
$2,466,675

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$62,039not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$22,149$02023

Related Form 5500 pages