Plan5500

Berg Capital Corporation — 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, Berg Capital Corporation (EIN 93-0876977) is a plan sponsor located in Lake Oswego, OR 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
93-0876977
Location
Lake Oswego, OR
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Berg Capital Corporation

  • 1 loaded plans hold $20.7M in reported assets.
  • The largest, Berg Capital Corporation Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 67 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.7MSummed across loaded plans$20,661,457
Total reported assets$20.7M$20,662,028
Total reported participants67
Total reported liabilities$571

Reported net position

Reported assets = net assets + liabilities (summed)$20.7M total assets
Net assets$20.7MLiabilities$571
Contributions & income
Employer contributions$111.9K
Participant contributions$118.1K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$715.2K
Total expenses$716.7K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Berg Capital Corporation Profit Sharing Plan
Participants per plan67Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Berg Capital Corporation Profit Sharing Plan$20.7M
    Plan #001 · 67 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Berg Capital Corporation. Open one for its full reported snapshot.

  1. 2023
    Berg Capital Corporation Profit Sharing Plan67 participants · 3Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Berg Capital Corporation report on Form 5500?
Berg Capital Corporation (EIN 93-0876977) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Berg Capital Corporation?
The Employer Identification Number (EIN) reported for Berg Capital Corporation is 93-0876977.
What is the latest Form 5500 filing year for Berg Capital Corporation?
The latest loaded Form 5500 filing year for Berg Capital Corporation is 2023.

Related Form 5500 pages