Bes Engineering 401(K) Plan And Trust — Form 5500 plan (The Bergaila Company Dba Bes Engineering)
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, Bes Engineering 401(K) Plan And Trust is a benefit plan reported by The Bergaila Company Dba Bes Engineering under EIN 26-3028298 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $5,828,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bergaila Company Dba Bes Engineering
- EIN
- 26-3028298
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $5,828,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241002114303NAL0017113506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,828,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,828,782
- Net assets (BOY)
- $5,325,674
Income & contributions
- Employer contributions
- $179,703
- Participant contributions
- $706,632
- Total contributions
- $959,514
- Total income / additions
- $1,771,527
Expenses & distributions
- Benefits paid
- $1,267,788
- Administrative expenses
- -$408
- Total expenses
- $1,268,419
- Net increase / (decrease)
- $503,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Calvetti Ferguson LLC | ACCOUNTANT/AUDITOR | $11,770 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | ADVISOR | $0 | $9,792 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,178 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bergaila Company Dba Bes Engineering
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Calvetti Ferguson LLC — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation