How many benefit plans does Bergey'S Incorporated report on Form 5500?

Bergey'S Incorporated (EIN 23-1929243) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Bergey'S Incorporated?

The Employer Identification Number (EIN) reported for Bergey'S Incorporated is 23-1929243.

What is the latest Form 5500 filing year for Bergey'S Incorporated?

The latest loaded Form 5500 filing year for Bergey'S Incorporated is 2023.

Bergey'S Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bergey'S Incorporated (EIN 23-1929243) is a plan sponsor located in Souderton, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 23-1929243
Location: Souderton, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $106,638,445
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $106,638,445

Contributions & income

Employer contributions: $2,432,675
Participant contributions: $6,254,171
Total income / additions: $26,413,249

Expenses & distributions

Benefits paid / distributions: $8,031,422
Total expenses: $8,243,386
Net increase / (decrease): $18,169,863

Coverage

Total reported participants: 3,163
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Bergey'S Incorporated plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Bergey'S Incorporated 401(K) Profit Sharing Plan	001	1,752	$106,638,445	2023
Bergeys, Inc. Employee Health Benefit Plan	501	1,411	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bergey'S Incorporated
Year	Plan	Participants	Schedules	Filing
2023	Bergeys, Inc. Employee Health Benefit Plan	1,411	—	20240630142139NAL0004140544001
2023	Bergey'S Incorporated 401(K) Profit Sharing Plan	1,752	H, C	20240927151313NAL0004614482001