The Bergaila Companies — 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, The Bergaila Companies (EIN 26-3028298) is a plan sponsor located in Houston, TX 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
26-3028298
Location
Houston, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,828,782
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,828,782

Contributions & income

Employer contributions
$179,703
Participant contributions
$706,632
Total income / additions
$1,771,527

Expenses & distributions

Benefits paid / distributions
$1,267,788
Total expenses
$1,268,419
Net increase / (decrease)
$503,108

Coverage

Total reported participants
479
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

The Bergaila Companies plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bes Engineering 401(K) Plan And Trust001272$5,828,7822023
The Bergaila Companies Employee Benefits Plan501207not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Bergaila Companies
YearPlanParticipantsSchedulesFiling
2023Bes Engineering 401(K) Plan And Trust272H, C20241002114303NAL0017113506001
2023The Bergaila Companies Employee Benefits Plan20720241209145506NAL0010713857001

Related Form 5500 pages