2023 Form 5500 filing — Berkel & Company Contractors, Inc. Employee Stock Ownership 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 20241007164012NAL0026730288001) for Berkel & Company Contractors, Inc. Employee Stock Ownership Plan, reported by Berkel & Company Contractors Inc. under EIN 48-0650969 and plan number 001. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007164012NAL0026730288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkel & Company Contractors Inc.
- EIN
- 48-0650969
- Plan number
- 001
- Location
- Bonner Springs, KS
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,701,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,701,863
- Employer contributions
- $1,000,000
- Total income / additions
- $23,300,267
- Benefits paid
- $2,414,989
- Administrative expenses
- $60,900
- Total expenses
- $2,475,889
- Net increase / (decrease)
- $20,824,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | PLAN ADMINISTRATOR | $30,486 | not reported in the loaded dataset |
| Charles Schwab | CUSTODIAN | $20,999 | $0 |
| Bank Of Labor | TRUSTEE | $18,369 | $0 |
| Stern Brothers Valuation Advisors | VALUATION SERVICES | $12,005 | not reported in the loaded dataset |