2023 Form 5500 filing — Berlin Gardens, LLC 401(K) 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 20240919085310NAL0003376323001) for Berlin Gardens, LLC 401(K) Plan, reported by Berlin Gardens, LLC under EIN 26-3925753 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919085310NAL0003376323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berlin Gardens, LLC
- EIN
- 26-3925753
- Plan number
- 001
- Location
- Millersburg, OH
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,256,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,256,308
- Employer contributions
- $301,677
- Participant contributions
- $433,845
- Total income / additions
- $1,506,402
- Benefits paid
- $94,794
- Administrative expenses
- $20,066
- Total expenses
- $114,860
- Net increase / (decrease)
- $1,391,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | RECORD KEEPER | $11,482 | not reported in the loaded dataset |
| Hummel Wealth Management | FINANCIAL ADVISOR | $6,394 | not reported in the loaded dataset |