2023 Form 5500 filing — Bergmeyer Associates, Inc. 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 20241015115318NAL0057343074001) for Bergmeyer Associates, Inc. 401(K) Plan, reported by Bergmeyer Associates, Inc. under EIN 04-2557775 and plan number 002. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.6MReported net assets$12,599,875
Participants206
Provider compensation$96.5K4 Schedule C row(s)$96,546
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015115318NAL0057343074001
- Plan sponsor
- Bergmeyer Associates, Inc.
- EIN
- 04-2557775
- Plan number
- 002
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,599,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,599,875
- Employer contributions
- $71,329
- Participant contributions
- $763,870
- Total income / additions
- $3,057,225
- Benefits paid
- $1,124,856
- Administrative expenses
- $50,032
- Total expenses
- $1,174,888
- Net increase / (decrease)
- $1,882,337
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,031 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $28,157 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,024 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $7,334 |