Berchem Moses, P.C. 401(K) Retirement Plan — Form 5500 plan (Berchem Moses, P.C.)
Plain-English plan 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, Berchem Moses, P.C. 401(K) Retirement Plan is a benefit plan reported by Berchem Moses, P.C. under EIN 06-0902199 and plan number 003. The latest loaded filing year is 2023. The filing reports 68 participants and $20,087,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berchem Moses, P.C.
- EIN
- 06-0902199
- Plan number
- 003
- Plan type
- 2
- Location
- Milford, CT
- Latest filing year
- 2023
- Participants
- 68
- End-of-year plan assets
- $20,087,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 68 | I | 20241008105430NAL0016481633001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,087,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,087,592
- Net assets (BOY)
- $17,086,965
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $547,481
- Total income / additions
- $3,512,330
Expenses & distributions
- Benefits paid
- $478,884
- Administrative expenses
- $4,962
- Total expenses
- $511,703
- Net increase / (decrease)
- $3,000,627
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.