2023 Form 5500 filing — Bergen Logistics 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 20241015141551NAL0056603954001) for Bergen Logistics 401(K) Profit Sharing Plan, reported by Bergen Shippers Corp. Dba Bergen Logistics under EIN 80-0556716 and plan number 001. It reports 909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141551NAL0056603954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bergen Shippers Corp. Dba Bergen Logistics
- EIN
- 80-0556716
- Plan number
- 001
- Location
- North Bergen, NJ
- Participants
- 909
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,217,338
- Net assets (EOY)
- $3,217,338
- Employer contributions
- $346,226
- Participant contributions
- $509,603
- Total income / additions
- $1,221,994
- Benefits paid
- $95,752
- Administrative expenses
- $20,636
- Total expenses
- $126,312
- Net increase / (decrease)
- $1,095,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,672 | not reported in the loaded dataset |
| Robin S. Weingast & Associates, Inc | CONTRACT ADMIN | $8,496 | $2,003 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,940 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | OTHER | $907 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $472 | not reported in the loaded dataset |