Von Berge Wealth Management Group — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Von Berge Wealth Management Group is reported as a service provider on 2 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $9,176 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $9,176
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $9,176
- Filings
- 2
- Plan sponsors
- 1
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Associated General Contractors Of America, San Diego Chapter, Inc. | CA | 2 | $9,176 |
State footprint
Plans reporting Von Berge Wealth Management Group are sponsored in CA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Associated General Contractors Of America, San Diego Chapter, Inc. | Associated General Contractors Of America,San Diego Chapter, Inc. Retirement Trust Fund | 2023 | $5,488 | not reported in the loaded dataset |
| Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan | Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan | 2023 | $3,688 | not reported in the loaded dataset |
Related Form 5500 pages
- Associated General Contractors Of America,San Diego Chapter, Inc. Retirement Trust Fund (plan 001)
- Associated General Contractors Of America, San Diego Chapter, Inc. — all reported plans
- Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan (plan 002)
- Form 5500 Schedule C explained
- Methodology
- Data sources