G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan — Form 5500 plan (G.W. Berkheimer Co. 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, G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan is a benefit plan reported by G.W. Berkheimer Co. Inc. under EIN 35-0823544 and plan number 002. The latest loaded filing year is 2023. The filing reports 398 participants and $35,110,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G.W. Berkheimer Co. Inc.
- EIN
- 35-0823544
- Plan number
- 002
- Plan type
- 2
- Location
- Portage, IN
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $35,110,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H | 20241127124806NAL0004303347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,110,244
- Total liabilities (EOY)
- $746,620
- Net assets (EOY)
- $34,363,624
- Net assets (BOY)
- $28,066,775
Income & contributions
- Employer contributions
- $1,625,000
- Total contributions
- $1,625,000
- Total income / additions
- $7,424,995
Expenses & distributions
- Benefits paid
- $1,128,146
- Administrative expenses
- $0
- Total expenses
- $1,128,146
- Net increase / (decrease)
- $6,296,849
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.