Borgers Usa Corp. 401(K) Plan — Form 5500 plan (Borgers Usa Corp.)
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, Borgers Usa Corp. 401(K) Plan is a benefit plan reported by Borgers Usa Corp. under EIN 65-1172965 and plan number 001. The latest loaded filing year is 2023. The filing reports 715 participants and $5,303,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Borgers Usa Corp.
- EIN
- 65-1172965
- Plan number
- 001
- Plan type
- 2
- Location
- Norwalk, OH
- Latest filing year
- 2023
- Participants
- 715
- End-of-year plan assets
- $5,303,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 715 | H, C | 20241015133819NAL0029813105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,303,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,303,783
- Net assets (BOY)
- $3,980,250
Income & contributions
- Employer contributions
- $701,443
- Participant contributions
- $885,623
- Total contributions
- $1,587,066
- Total income / additions
- $2,217,786
Expenses & distributions
- Benefits paid
- $800,984
- Administrative expenses
- $93,269
- Total expenses
- $894,253
- Net increase / (decrease)
- $1,323,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $71,235 | $0 | 2023 |
| Kestra Advisory Services. | NONE | $22,034 | not reported in the loaded dataset | 2023 |