Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan — Form 5500 plan (Drs. Russell, Berkebile & Associates, 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, Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan is a benefit plan reported by Drs. Russell, Berkebile & Associates, Inc. under EIN 34-1032366 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $8,272,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drs. Russell, Berkebile & Associates, Inc.
- EIN
- 34-1032366
- Plan number
- 001
- Plan type
- 2
- Location
- Lorain, OH
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $8,272,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240829100259NAL0013387793001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,272,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,272,905
- Net assets (BOY)
- $14,388,631
Income & contributions
- Employer contributions
- $255,542
- Participant contributions
- $129,912
- Total income / additions
- $4,012,614
Expenses & distributions
- Benefits paid
- $10,127,758
- Administrative expenses
- $582
- Total expenses
- $10,128,340
- Net increase / (decrease)
- -$6,115,726
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.