J-Berd Mechanical Contractors, Inc. — 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, J-Berd Mechanical Contractors, Inc. (EIN 41-1716695) is a plan sponsor located in Sauk Rapids, MN with 2 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
41-1716695
Location
Sauk Rapids, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$71,889,211
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$71,889,211

Contributions & income

Employer contributions
$2,060,123
Participant contributions
$6,000,517
Total income / additions
$19,440,764

Expenses & distributions

Benefits paid / distributions
$615,430
Total expenses
$850,288
Net increase / (decrease)
$18,590,476

Coverage

Total reported participants
1,509
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

J-Berd Mechanical Contractors, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
J-Berd Mechanical Contractors, Inc. 401(K) Plan001749$71,889,2112023
J-Berd Mechanical Contractors, Inc. Benefit Plan575760not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J-Berd Mechanical Contractors, Inc.
YearPlanParticipantsSchedulesFiling
2023J-Berd Mechanical Contractors, Inc. 401(K) Plan749H, C20241219091121NAL0007315680001
2023J-Berd Mechanical Contractors, Inc. Benefit Plan76020251107180625NAL0001072067001

Related Form 5500 pages