Bering Home Center Inc. Retirement Savings Plan — Form 5500 plan (Bering Home Center, 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, Bering Home Center Inc. Retirement Savings Plan is a benefit plan reported by Bering Home Center, Inc. under EIN 74-1094511 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $5,351,550 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bering Home Center, Inc.
EIN
74-1094511
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
130
End-of-year plan assets
$5,351,550

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20240807152009NAL0003841825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,351,550
Total liabilities (EOY)
$0
Net assets (EOY)
$5,351,550
Net assets (BOY)
$4,885,185

Income & contributions

Employer contributions
$31,975
Participant contributions
$228,876
Total contributions
$260,851
Total income / additions
$1,140,594

Expenses & distributions

Benefits paid
$642,053
Administrative expenses
$32,176
Total expenses
$674,229
Net increase / (decrease)
$466,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James FinancialNONE$18,375not reported in the loaded dataset2023
Ascensus LLCNONE$13,801$92023

Related Form 5500 pages