2023 Form 5500 filing — Berry Aviation, Inc. Profit Sharing 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 20240924065707NAL0007249955001) for Berry Aviation, Inc. Profit Sharing 401(K) Plan, reported by Berry Aviation, Inc. under EIN 74-2288496 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924065707NAL0007249955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berry Aviation, Inc.
- EIN
- 74-2288496
- Plan number
- 001
- Location
- San Marcos, TX
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,732,443
- Total liabilities (EOY)
- $81,930
- Net assets (EOY)
- $8,650,513
- Employer contributions
- $686,412
- Participant contributions
- $1,441,617
- Total income / additions
- $3,587,753
- Benefits paid
- $1,252,651
- Administrative expenses
- $47,393
- Total expenses
- $1,325,196
- Net increase / (decrease)
- $2,262,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Enpower Annuity Insurance | RECORDKEEPER | $45,714 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $45,714 | $0 |
| Alliant Insurance Serivce | INVESTMENT ADVISOR | $12,051 | not reported in the loaded dataset |
| Employee Benefits Group, LLC | THIRD PARTY ADMINISTRATOR | $0 | $3,256 |
| Mmlis | BROKER/ADVISOR | $0 | $1,538 |
| Argent Retirement Plan | INVESTMENT ADVISOR | $967 | not reported in the loaded dataset |