Plan5500

Berje, Inc. Retirement Plan — Form 5500 plan (Berje, Inc.)

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, Berje, Inc. Retirement Plan is a benefit plan reported by Berje, Inc. under EIN 13-5556034 and plan number 003. The latest loaded filing year is 2023. The filing reports 205 participants and $25,023,107 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berje, Inc.
EIN
13-5556034
Plan number
003
Plan type
2
Location
Carteret, NJ
Latest filing year
2023
Participants
205
End-of-year plan assets
$25,023,107

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20241014141320NAL0013428931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,023,107
Total liabilities (EOY)
$0
Net assets (EOY)
$25,023,107
Net assets (BOY)
$22,795,379

Income & contributions

Employer contributions
$291,924
Participant contributions
$996,795
Total contributions
$1,604,781
Total income / additions
$5,276,854

Expenses & distributions

Benefits paid
$2,968,273
Administrative expenses
$80,853
Total expenses
$3,049,126
Net increase / (decrease)
$2,227,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sagepoint Financial IncINVESTMENT ADVISORY$44,165$192023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$27,070$02023
Orenda Retirement LLCCONTRACT ADMINISTRATOR$5,700$5,5142023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages