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, Bergey'S Incorporated 401(K) Profit Sharing Plan is a benefit plan reported by Bergey'S Incorporated under EIN 23-1929243 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,752 participants and $106,638,445 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,638,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,638,445
- Net assets (BOY)
- $88,468,582
Income & contributions
- Employer contributions
- $2,432,675
- Participant contributions
- $6,254,171
- Total contributions
- $9,917,944
- Total income / additions
- $26,413,249
Expenses & distributions
- Benefits paid
- $8,031,422
- Administrative expenses
- $211,236
- Total expenses
- $8,243,386
- Net increase / (decrease)
- $18,169,863