Plan5500

Berendsen, Inc. Retirement Savings Plan — Form 5500 plan (Berendsen, 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, Berendsen, Inc. Retirement Savings Plan is a benefit plan reported by Berendsen, Inc. under EIN 73-1403688 and plan number 002. The latest loaded filing year is 2023. The filing reports 331 participants and $36,460,355 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berendsen, Inc.
EIN
73-1403688
Plan number
002
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
331
End-of-year plan assets
$36,460,355

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023331H, C20240801141014NAL0023775409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,460,355
Total liabilities (EOY)
$0
Net assets (EOY)
$36,460,355
Net assets (BOY)
$35,908,311

Income & contributions

Employer contributions
$627,481
Participant contributions
$1,920,645
Total contributions
$2,584,486
Total income / additions
$8,386,223

Expenses & distributions

Benefits paid
$7,767,262
Administrative expenses
$66,917
Total expenses
$7,834,179
Net increase / (decrease)
$552,044

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intrust Bank NaADVISOR$29,504not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$27,995not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$9,418not reported in the loaded dataset2023

Related Form 5500 pages