2023 Form 5500 filing — Berger Chevrolet, Inc. 401(K) Plan & Trust
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 20250604140427NAL0011306433001) for Berger Chevrolet, Inc. 401(K) Plan & Trust, reported by Berger Chevrolet, Inc. under EIN 38-2374197 and plan number 001. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250604140427NAL0011306433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berger Chevrolet, Inc.
- EIN
- 38-2374197
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,343,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,343,887
- Employer contributions
- $346,306
- Participant contributions
- $1,904,943
- Total income / additions
- $6,006,598
- Benefits paid
- $2,849,858
- Administrative expenses
- $128,423
- Total expenses
- $2,978,281
- Net increase / (decrease)
- $3,028,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $103,875 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $24,548 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |