Berne, IN Form 5500 retirement and benefit plan filings
City Form 5500 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, Berne, IN has 13 loaded benefit plan(s) reported by 8 plan sponsor(s), with $102,938,902 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $102,938,902
- Total reported liabilities (EOY)
- $2,593,489
- Total reported net assets (EOY)
- $100,345,413
Contributions & income
- Employer contributions
- $2,356,500
- Participant contributions
- $4,340,741
- Total income / additions
- $18,267,990
Expenses & distributions
- Benefits paid / distributions
- $9,274,870
- Total expenses
- $9,538,191
- Net increase / (decrease)
- $8,729,799
Coverage
- Total reported participants
- 3,787
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berne, IN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Dynamic Resource Group Employees Retirement Plan | Dynamic Resource Group, Inc. | $34,864,913 | 2023 |
| First Berne Employee Stock Ownership And 401( K) Plan | First Berne Financial Corp | $27,447,059 | 2023 |
| Smith Brothers Of Berne Retirement Plan | Smith Brothers Of Berne, Inc. | $20,663,234 | 2023 |
| Micromatic LLC 401(K) Plan | Micromatic LLC | $7,454,441 | 2023 |
| Swiss Village, Inc 403(B) Plan | Swiss Village, Inc | $6,698,393 | 2023 |
| Poseidon LLC 401(K) Profit Sharing Plan & Trust | Poseidon LLC | $5,810,862 | 2023 |
| Poseidon LLC Benefit Plan | Poseidon LLC | not reported in the loaded dataset | 2023 |
| Dynamic Resource Group, Inc. Employee Benefit Plan | Dynamic Resource Group, Inc. | not reported in the loaded dataset | 2023 |
| First Bank Of Berne Welfare Benefit Plan | First Bank Of Berne | not reported in the loaded dataset | 2023 |
| Smith Brothers Of Berne, Inc. Group Medical Plan | Smith Brothers Of Berne, Inc | not reported in the loaded dataset | 2023 |
| Smith Brothers Of Berne, Inc. Group Life Plan | Smith Brothers Of Berne, Inc. | not reported in the loaded dataset | 2023 |
| Smith Brothers Of Berne, Inc. Group Flex Plan | Smith Brothers Of Berne, Inc. | not reported in the loaded dataset | 2023 |
| Swiss Village, Inc. Welfare Benefit Plan | Swiss Village, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Berne → · Berne plans by participants → · Berne plans with financial data → · Berne plans with provider compensation → · $1B+ plans in Berne →
Related Form 5500 pages
- All IN Form 5500 filings
- Dynamic Resource Group Employees Retirement Plan (plan 002)
- Dynamic Resource Group, Inc. — all reported plans
- First Berne Employee Stock Ownership And 401( K) Plan (plan 002)
- First Berne Financial Corp — all reported plans
- Smith Brothers Of Berne Retirement Plan (plan 002)
- Smith Brothers Of Berne, Inc. — all reported plans
- Micromatic LLC 401(K) Plan (plan 001)
- Micromatic LLC — all reported plans
- Swiss Village, Inc 403(B) Plan (plan 001)
- Swiss Village, Inc — all reported plans
- Poseidon LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Poseidon LLC — all reported plans
- Poseidon LLC Benefit Plan (plan 501)
- Dynamic Resource Group, Inc. Employee Benefit Plan (plan 501)
- Dynamic Resource Group, Inc. — all reported plans
- First Bank Of Berne Welfare Benefit Plan (plan 505)
- First Bank Of Berne — all reported plans
- Smith Brothers Of Berne, Inc. Group Medical Plan (plan 501)
- Smith Brothers Of Berne, Inc. Group Life Plan (plan 504)
- Smith Brothers Of Berne, Inc. Group Flex Plan (plan 508)
- Swiss Village, Inc. Welfare Benefit Plan (plan 505)
- Methodology
- Data sources