2023 Form 5500 filing — Van Den Berg Retirement Plan

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 20240618084618NAL0003520304001) for Van Den Berg Retirement Plan, reported by Van Den Berg LLC under EIN 66-6052308 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$102.1KReported net assets$102,138
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240618084618NAL0003520304001
Plan sponsor
Van Den Berg LLC
EIN
66-6052308
Plan number
001
Location
San Juan, PR
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)$102.1K total assets
Net assets$102.1KLiabilities$0
Money in vs. money out
Total income / additions$51.1K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$46K
Participant$0
Full reported line items
Total assets (EOY)
$102,138
Total liabilities (EOY)
$0
Net assets (EOY)
$102,138
Employer contributions
$46,000
Participant contributions
$0
Total income / additions
$51,138
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$51,138

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240618084618NAL0003520304001 cover?
It is the 2023 Form 5500 filing for Van Den Berg Retirement Plan, reported by Van Den Berg LLC (EIN 66-6052308).
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