2023 Form 5500 filing — Bergelectric Corporation Money Purchase Pension 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 20241015214417NAL0029723089011) for Bergelectric Corporation Money Purchase Pension Plan, reported by Bergelectric Corporation under EIN 95-1459684 and plan number 003. It reports 2,214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015214417NAL0029723089011
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bergelectric Corporation
- EIN
- 95-1459684
- Plan number
- 003
- Location
- Carlsbad, CA
- Participants
- 2,214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,247,803
- Net assets (EOY)
- $120,247,803
- Employer contributions
- $13,273,718
- Total income / additions
- $28,462,663
- Benefits paid
- $10,093,328
- Administrative expenses
- $342,598
- Total expenses
- $10,473,813
- Net increase / (decrease)
- $17,988,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $342,598 | not reported in the loaded dataset |