Berexco LLC 401(K) Plan — Form 5500 plan (Berexco LLC)
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, Berexco LLC 401(K) Plan is a benefit plan reported by Berexco LLC under EIN 27-0937886 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $29,753,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berexco LLC
- EIN
- 27-0937886
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $29,753,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241014165448NAL0013654899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,753,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,753,378
- Net assets (BOY)
- $25,692,960
Income & contributions
- Employer contributions
- $598,350
- Participant contributions
- $1,372,523
- Total contributions
- $2,434,291
- Total income / additions
- $7,500,530
Expenses & distributions
- Benefits paid
- $3,363,584
- Administrative expenses
- $76,528
- Total expenses
- $3,440,112
- Net increase / (decrease)
- $4,060,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Hays Financial Group, LLC | INVESTMENT ADVISOR | $53,516 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,202 | $0 | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berexco LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- The Hays Financial Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation