2023 Form 5500 filing — Berkshire Hathaway Guard 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 20241014085120NAL0051604578001) for Berkshire Hathaway Guard Profit Sharing/401(K) Plan, reported by Westguard Insurance Company under EIN 06-1678760 and plan number 001. It reports 1,744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085120NAL0051604578001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westguard Insurance Company
- EIN
- 06-1678760
- Plan number
- 001
- Location
- Wilkes-Barre, PA
- Participants
- 1,744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,997,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,997,468
- Employer contributions
- $2,807,751
- Participant contributions
- $4,448,897
- Total income / additions
- $22,319,209
- Benefits paid
- $5,924,107
- Administrative expenses
- $92,799
- Total expenses
- $6,016,906
- Net increase / (decrease)
- $16,302,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $63,654 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $26,310 | $0 |