Berks Ridge Company Enterprises, Inc. Retirement Plan — Form 5500 plan (Berks Ridge Company Enterprises, 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, Berks Ridge Company Enterprises, Inc. Retirement Plan is a benefit plan reported by Berks Ridge Company Enterprises, Inc. under EIN 23-2638868 and plan number 002. The latest loaded filing year is 2023. The filing reports 34 participants and $5,941,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berks Ridge Company Enterprises, Inc.
- EIN
- 23-2638868
- Plan number
- 002
- Plan type
- 2
- Location
- Harleysville, PA
- Latest filing year
- 2023
- Participants
- 34
- End-of-year plan assets
- $5,941,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34 | I | 20240529131608NAL0012176929001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,941,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,941,408
- Net assets (BOY)
- $5,441,461
Income & contributions
- Employer contributions
- $56,218
- Participant contributions
- $303,263
- Total income / additions
- $1,239,508
Expenses & distributions
- Benefits paid
- $710,800
- Administrative expenses
- $27,843
- Total expenses
- $739,561
- Net increase / (decrease)
- $499,947
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.