2023 Form 5500 filing — Berkeley Nucleonics Corporatio 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528121502NAL0010748801001) for Berkeley Nucleonics Corporatio 401(K) Profit Sharing Plan & Trust, reported by Berkeley Nucleonics Corporatio under EIN 94-1630162 and plan number 002. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,468,809
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240528121502NAL0010748801001
Plan sponsor
Berkeley Nucleonics Corporatio
EIN
94-1630162
Plan number
002
Location
San Rafael, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$662.7K
Total expenses$75.7K
Benefits paid / distributions$62.6K
Contributions
Employer$134.1K
Participant$107.7K
Full reported line items
Total assets (EOY)
$2,468,809
Total liabilities (EOY)
$0
Net assets (EOY)
$2,468,809
Employer contributions
$134,053
Participant contributions
$107,735
Total income / additions
$662,741
Benefits paid
$62,610
Administrative expenses
$13,096
Total expenses
$75,706
Net increase / (decrease)
$587,035

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240528121502NAL0010748801001 cover?
It is the 2023 Form 5500 filing for Berkeley Nucleonics Corporatio 401(K) Profit Sharing Plan & Trust, reported by Berkeley Nucleonics Corporatio (EIN 94-1630162).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages