Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust — Form 5500 plan (Berkel & Company Contractors, 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, Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust is a benefit plan reported by Berkel & Company Contractors, Inc. under EIN 48-0650969 and plan number 002. The latest loaded filing year is 2023. The filing reports 448 participants and $29,608,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berkel & Company Contractors, Inc.
- EIN
- 48-0650969
- Plan number
- 002
- Plan type
- 2
- Location
- Bonner Springs, KS
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $29,608,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20241008113942NAL0017479185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,608,166
- Total liabilities (EOY)
- $152
- Net assets (EOY)
- $29,608,014
- Net assets (BOY)
- $23,416,127
Income & contributions
- Employer contributions
- $856,603
- Participant contributions
- $1,789,481
- Total contributions
- $2,701,976
- Total income / additions
- $7,009,008
Expenses & distributions
- Benefits paid
- $673,416
- Administrative expenses
- $143,705
- Total expenses
- $817,121
- Net increase / (decrease)
- $6,191,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of Labor Trust Division | TRUSTEE INV ADV | $71,783 | not reported in the loaded dataset | 2023 |
| North American K-Trade Alliance LLC | RECORDKEEPER | $51,307 | not reported in the loaded dataset | 2023 |
| Demars Pension Consulting Svcs Inc | ADMINISTRATIVE EXPENSE | $20,462 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKER | $313 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berkel & Company Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Bonner Springs, KS
- Bank Of Labor Trust Division — Schedule C compensation
- North American K-Trade Alliance LLC — Schedule C compensation
- Demars Pension Consulting Svcs Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation