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, Bergelectric Corp Employees Pension & 401k Plan is a benefit plan reported by Bergelectric Corporation under EIN 95-1459684 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,251 participants and $149,330,734 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,330,734
- Total liabilities (EOY)
- $156,618
- Net assets (EOY)
- $149,174,116
- Net assets (BOY)
- $124,473,561
Income & contributions
- Employer contributions
- $3,741,650
- Participant contributions
- $13,843,246
- Total contributions
- $18,522,734
- Total income / additions
- $37,961,332
Expenses & distributions
- Benefits paid
- $12,695,411
- Administrative expenses
- $402,962
- Total expenses
- $13,260,777
- Net increase / (decrease)
- $24,700,555