Berkeley Repertory Theatre — 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, Berkeley Repertory Theatre (EIN 94-1679756) is a plan sponsor located in Berkeley, CA 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
94-1679756
Location
Berkeley, CA
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 Berkeley Repertory Theatre

  • 1 loaded plans hold $10.2M in reported assets.
  • The largest, Berkeley Repertory Theatre 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 185 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.2MSummed across loaded plans$10,234,073
Total reported assets$10.2M$10,234,073
Total reported participants185
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.2M total assets
Net assets$10.2MLiabilities$0
Contributions & income
Employer contributions$263.7K
Participant contributions$512.6K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$933K
Total expenses$935.5K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Berkeley Repertory Theatre 403(B) Plan
Participants per plan185Average 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
    Plan #001 · 185 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Berkeley Repertory Theatre. Open one for its full reported snapshot.

  1. 2023
    Berkeley Repertory Theatre 403(B) Plan185 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Berkeley Repertory Theatre report on Form 5500?
Berkeley Repertory Theatre (EIN 94-1679756) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Berkeley Repertory Theatre?
The Employer Identification Number (EIN) reported for Berkeley Repertory Theatre is 94-1679756.
What is the latest Form 5500 filing year for Berkeley Repertory Theatre?
The latest loaded Form 5500 filing year for Berkeley Repertory Theatre is 2023.

Related Form 5500 pages