Berger Rental Communities 401(K) Profit Sharing Plan — Form 5500 plan (Berger Rental Communities 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, Berger Rental Communities 401(K) Profit Sharing Plan is a benefit plan reported by Berger Rental Communities LLC under EIN 86-3977367 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $7,787,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berger Rental Communities LLC
- EIN
- 86-3977367
- Plan number
- 001
- Plan type
- 2
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $7,787,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20240920112426NAL0010316384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,787,395
- Total liabilities (EOY)
- $13,173
- Net assets (EOY)
- $7,774,222
- Net assets (BOY)
- $6,095,230
Income & contributions
- Employer contributions
- $382,534
- Participant contributions
- $1,018,769
- Total contributions
- $1,401,303
- Total income / additions
- $2,474,978
Expenses & distributions
- Benefits paid
- $712,860
- Administrative expenses
- $47,632
- Total expenses
- $795,986
- Net increase / (decrease)
- $1,678,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $20,001 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,342 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $957 | not reported in the loaded dataset | 2023 |