2023 Form 5500 filing — Bergey'S Incorporated 401(K) Profit Sharing 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 20240927151313NAL0004614482001) for Bergey'S Incorporated 401(K) Profit Sharing Plan, reported by Bergey'S Incorporated under EIN 23-1929243 and plan number 001. It reports 1,752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927151313NAL0004614482001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bergey'S Incorporated
- EIN
- 23-1929243
- Plan number
- 001
- Location
- Souderton, PA
- Participants
- 1,752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,638,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,638,445
- Employer contributions
- $2,432,675
- Participant contributions
- $6,254,171
- Total income / additions
- $26,413,249
- Benefits paid
- $8,031,422
- Administrative expenses
- $211,236
- Total expenses
- $8,243,386
- Net increase / (decrease)
- $18,169,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $140,979 | $0 |
| The Centurion Group, LLC | ADVISOR | $40,000 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $30,257 | $0 |