2023 Form 5500 filing — Bergelectric Corp Employees Pension & 401k 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 20241015214546NAL0051439776002) for Bergelectric Corp Employees Pension & 401k Plan, reported by Bergelectric Corporation under EIN 95-1459684 and plan number 002. It reports 3,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015214546NAL0051439776002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bergelectric Corporation
- EIN
- 95-1459684
- Plan number
- 002
- Location
- Carlsbad, CA
- Participants
- 3,251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,330,734
- Total liabilities (EOY)
- $156,618
- Net assets (EOY)
- $149,174,116
- Employer contributions
- $3,741,650
- Participant contributions
- $13,843,246
- Total income / additions
- $37,961,332
- Benefits paid
- $12,695,411
- Administrative expenses
- $402,962
- Total expenses
- $13,260,777
- Net increase / (decrease)
- $24,700,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $402,962 | not reported in the loaded dataset |