Bertera Dealerships 401(K) Plan & Trust — Form 5500 plan (Amb & Rg Enterprises, 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, Bertera Dealerships 401(K) Plan & Trust is a benefit plan reported by Amb & Rg Enterprises, LLC under EIN 52-2239317 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $12,814,627 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.8MPlan net assets, end of year$12,814,627
Participants277Covered participants reported
Assets / participant$46.3KComputed: assets ÷ participants$46,262 (computed)
Provider compensation$5801 Schedule C provider row(s)
Plan sponsor
Amb & Rg Enterprises, LLC
EIN
52-2239317
Plan number
002
Plan type
2
Location
West Springfield, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20240930155940NAL0009777056001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$544.4K
Benefits paid / distributions$503.7K
Contributions
Employer$87.6K
Participant$559K
Full reported line items

Net assets

Total assets (EOY)
$12,814,627
Total liabilities (EOY)
$0
Net assets (EOY)
$12,814,627
Net assets (BOY)
$10,885,250

Income & contributions

Employer contributions
$87,595
Participant contributions
$558,952
Total contributions
$646,547
Total income / additions
$2,473,728

Expenses & distributions

Benefits paid
$503,699
Administrative expenses
$11,066
Total expenses
$544,351
Net increase / (decrease)
$1,929,377
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 14%Participant 86%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRECORDKEEPER$580not reported in the loaded dataset2023

Related Form 5500 pages