Bergen Logistics 401(K) Profit Sharing Plan — Form 5500 plan (Bergen Shippers Corp. Dba Bergen Logistics)
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, Bergen Logistics 401(K) Profit Sharing Plan is a benefit plan reported by Bergen Shippers Corp. Dba Bergen Logistics under EIN 80-0556716 and plan number 001. The latest loaded filing year is 2023. The filing reports 909 participants and $3,217,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bergen Shippers Corp. Dba Bergen Logistics
- EIN
- 80-0556716
- Plan number
- 001
- Plan type
- 2
- Location
- North Bergen, NJ
- Latest filing year
- 2023
- Participants
- 909
- End-of-year plan assets
- $3,217,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 909 | H, C | 20241015141551NAL0056603954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,217,338
- Net assets (EOY)
- $3,217,338
- Net assets (BOY)
- $1,156,221
Income & contributions
- Employer contributions
- $346,226
- Participant contributions
- $509,603
- Total contributions
- $890,030
- Total income / additions
- $1,221,994
Expenses & distributions
- Benefits paid
- $95,752
- Administrative expenses
- $20,636
- Total expenses
- $126,312
- Net increase / (decrease)
- $1,095,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,672 | not reported in the loaded dataset | 2023 |
| Robin S. Weingast & Associates, Inc | CONTRACT ADMIN | $8,496 | $2,003 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,940 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | OTHER | $907 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $472 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bergen Shippers Corp. Dba Bergen Logistics
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in North Bergen, NJ
- Empower Annuity Insurance Company — Schedule C compensation
- Robin S. Weingast & Associates, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation